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PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
ZROZ
112 hedge funds and large institutions have $392M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
130% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 20
45% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 20
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more call options, than puts
Call options by funds: $17M | Put options by funds: $14M
18% more capital invested
Capital invested by funds: $331M → $392M (+$60.9M)
8% more funds holding
Funds holding: 104 → 112 (+8)
0.66% more ownership
Funds ownership: 40.37% → 41.03% (+0.66%)
Holders
112
Holders Change
+8
Holders Change %
+7.69%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
46
Reduced
20
Closed
20
Calls
$17M
Puts
$14M
Net Calls
+$2.97M
Net Calls Change
-$2.7M
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$21.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$19.4M |
| 3 |
Jane Street
New York
|
+$16.1M |
| 4 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$14.8M |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$6.57M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EIP
126
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$204K | -2,128 | Closed |
|
|
PMFA
127
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$46.6K | -486 | Closed |
|
|
BAM
128
Belpointe Asset Management
Reno,
Nevada
| – | -$29.8K | -311 | Closed |
|
|
ASN
129
Advisory Services Network
Atlanta,
Georgia
| – | -$19.7K | -206 | Closed |
|
|
CTC
130
Central Trust Company
Jefferson City,
Missouri
| – | -$13.9K | -145 | Closed |
|
131
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$5K | -53 | Closed |
|
|
BFEC
132
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$2K | -17 | Closed |
|