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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 %
GWM
126
Geneos Wealth Management
Colorado
$5.93K 72 – –
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$5.11K 62 – –
BWL
128
Bogart Wealth LLC
Virginia
$4.2K 51 – –
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$1.7K 21 – –
CWC
130
Carolinas Wealth Consulting
North Carolina
$1.15K 14 -22 -61%
RWPA
131
Richard W. Paul & Associates
Michigan
$833 10 – –
TRCT
132
Tower Research Capital (TRC)
New York
$742 9 +9 New
CAM
133
Creekmur Asset Management
Illinois
$49 1 – –
DFG
134
Delphi Financial Group
Delaware
– – -10,980 Closed
CWM
135
Centric Wealth Management
Illinois
– – -8,725 Closed
TSS
136
Two Sigma Securities
New York
– – -4,171 Closed
KAS
137
Kestra Advisory Services
Texas
– – -3,922 Closed
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
– – -3,070 Closed
ACM
139
ADAR1 Capital Management
Texas
– – -3,000 Closed
LFG
140
Larson Financial Group
Missouri
– – -1,333 Closed
Comerica Bank
141
Comerica Bank
Texas
– – -1,186 Closed
EC
142
EdgeRock Capital
Colorado
– – -1,005 Closed
TPCW
143
TD Private Client Wealth
New York
– – -240 Closed
PB
144
Pinnacle Bancorp
Nebraska
– – -78 Closed
JFGIW
145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -62 Closed
S
146
SignatureFD
Georgia
– – -27 Closed
US Bancorp
147
US Bancorp
Minnesota
– – -18 Closed
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
– – -15 Closed
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
– – -3 Closed
Wolverine Trading
150
Wolverine Trading
Illinois
– – – –
3 4 5
6
7