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PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
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Overview Fund Activity

133 hedge funds and large institutions have $758M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 16 closing their positions.

Holders
133
Holders Change
+15
Holders Change %
+12.71%
% of All Funds
1.92%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.1%
New
32
Increased
46
Reduced
39
Closed
16
Calls
$17.1M
Puts
$38.4M
Net Calls
-$21.3M
Net Calls Change
-$21.4M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.6M
2
HWM
2
Horizon Wealth Management
Illinois
$28.6M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$84.5M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$12.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$37.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.59M
2
RIG
2
RiverFront Investment Group
Virginia
$2.51M
3
RJA
3
Raymond James & Associates
Florida
$2.37M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$490K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$446K
Name Market Value Shares Shares
Change 		Shares
Change %
SA
101
SpiderRock Advisors
Delaware
$263K 3,187 +3,187 New
TI
102
TrueMark Investments
Illinois
$251K 3,040 -1,849 -38%
Barclays
103
Barclays
United Kingdom
$239K 2,900 -1,000 -26%
AAS
104
Annex Advisory Services
Wisconsin
$209K 2,538 -1,500 -37%
CAS
105
Coppell Advisory Solutions
Texas
$193K 2,340 – –
NFSG
106
Newbridge Financial Services Group
Florida
$181K 2,202 -1,198 -35%
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$106K 1,283 -43 -3%
TAM
108
Tucker Asset Management
Colorado
$95.2K 1,155 – –
BCMLT
109
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.6K 869 +48 +6%
Simplex Trading
110
Simplex Trading
Illinois
$63K 770 -3,873 -83%
GM
111
GeoWealth Management
Illinois
$56K 680 +680 New
BWP
112
Baldwin Wealth Partners
Massachusetts
$44.6K 541 +41 +8%
PA
113
Parallel Advisors
California
$37.1K 450 – –
OLVIG
114
Oliver Lagore Vanvalin Investment Group
Michigan
$32.9K 399 – –
CWM
115
CarsonAllaria Wealth Management
Illinois
$30.3K 368 +368 New
PFBT
116
Parkside Financial Bank & Trust
Missouri
$27.4K 333 +44 +15%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$26K 315 +305 +3,050%
FWM
118
FSA Wealth Management
Massachusetts
$24.7K 300 +300 New
GI
119
GAMMA Investing
California
$21K 255 +189 +286%
WBC
120
West Branch Capital
Massachusetts
$17.6K 214 +3 +1%
SWM
121
Spire Wealth Management
Virginia
$17.2K 208 -1,024 -83%
NA
122
NewEdge Advisors
Louisiana
$10.3K 125 +125 New
PP
123
Pacifica Partners
Canada
$8.24K 100 – –
PA
124
Pineridge Advisors
Missouri
$6.67K 81 -4 -5%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$6K 69 -3,067 -98%
3 4
5
6 7