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

120 hedge funds and large institutions have $571M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 25 closing their positions.

Holders
120
Holders Change
+8
Holders Change %
+7.14%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
43
Reduced
25
Closed
25
Calls
$8.29M
Puts
$8.07M
Net Calls
+$221K
Net Calls Change
+$3.83M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
LPL Financial
2
LPL Financial
California
$71.5M
3
KF
3
Krilogy Financial
Missouri
$23.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$24.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$17.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$236K
2
Bank of America
2
Bank of America
North Carolina
$86.8M
3
CAS
3
Coppell Advisory Solutions
Texas
$200K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.76M
5
AFA
5
Atlas Financial Advisors
California
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
126
Koshinski Asset Management
Illinois
– – -12,530 Closed
Renaissance Technologies
127
Renaissance Technologies
New York
– – -12,100 Closed
TFGT
128
TS Financial Group (TSFG)
Illinois
– – -10,142 Closed
LNWTC
129
Laird Norton Wetherby Trust Company
Washington
– – -7,348 Closed
CF
130
Clarity Financial
Texas
– – -6,778 Closed
QAM
131
Q3 Asset Management
Michigan
– – -6,342 Closed
Comerica Bank
132
Comerica Bank
Texas
– – -5,713 Closed
CAG
133
Csenge Advisory Group
Florida
– – -4,997 Closed
GM
134
GeoWealth Management
Illinois
– – -4,582 Closed
Creative Planning
135
Creative Planning
Kansas
– – -4,388 Closed
HWM
136
Heirloom Wealth Management
Colorado
– – -3,410 Closed
HW
137
Hamilton Wealth
California
– – -3,087 Closed
FIA
138
FNY Investment Advisers
New York
– – -2,250 Closed
MM
139
Main Management
California
– – -1,000 Closed
AC
140
AlphaCore Capital
California
– – -252 Closed
RCM
141
Raleigh Capital Management
North Carolina
– – -203 Closed
HT
142
Headlands Technologies
Illinois
– – -54 Closed
SL
143
Savior LLC
Massachusetts
– – -46 Closed
SCM
144
SevenOneSeven Capital Management
Pennsylvania
– – -45 Closed
AssetMark Inc
145
AssetMark Inc
California
– – -16 Closed
CFGS
146
Concourse Financial Group Securities
Alabama
– – – –
LC
147
Lavaca Capital
Texas
– – – –
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