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PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
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119 hedge funds and large institutions have $571M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

72% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 25

10% more funds holding

Funds holding: 108 → 119 (+11)

8% more capital invested

Capital invested by funds: $527M → $571M (+$44.1M)

1% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $9.89M

0.53% more ownership

Funds ownership: 41.75% → 42.28% (+0.53%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
43
Reduced
25
Closed
16
Calls
$9.96M
Puts
$9.89M
Net Calls
+$76K
Net Calls Change
-$1.68M

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$37.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20.4M
3
RIG
RiverFront Investment Group
Virginia
+$13M
4
Bank of America
Bank of America
North Carolina
+$12.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$9.79M

Top Sellers

1
AAS
Annex Advisory Services
Wisconsin
-$29.1M
2
Jane Street
Jane Street
New York
-$16.2M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$14.9M
4
FHA
Flagship Harbor Advisors
Massachusetts
-$9.27M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
126
Ground Swell Capital
South Carolina
– -$337K -4,257 Closed
FA
127
Fermata Advisors
California
– -$333K -4,199 Closed
AFO
128
Arrowroot Family Office
California
– -$317K -4,000 Closed
AF
129
Advisornet Financial
Minnesota
– -$24.6K -310 Closed
AF
130
Allworth Financial
California
– -$17.4K -220 Closed
HIA
131
Harbor Investment Advisory
Maryland
– -$13.9K -176 Closed
Citigroup
132
Citigroup
New York
– -$10.8K -136 Closed
AWM
133
Avondale Wealth Management
Texas
– -$1.83K -23 Closed
IA
134
IFP Advisors
Florida
– -$1.66K -21 Closed
CA
135
CoreCap Advisors
Michigan
– -$793 -10 Closed
2 3 4 5
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