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

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 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

33% more capital invested

Capital invested by funds: $571M → $758M (+$187M)

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

12% more funds holding

Funds holding: 119133 (+14)

2.01% more ownership

Funds ownership: 42.28%44.29% (+2%)

56% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $38.4M

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
1.91%
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
17
Calls
$17.1M
Puts
$38.4M
Net Calls
-$21.3M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$5.93K
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
$5.11K
BWL
128
Bogart Wealth LLC
Virginia
$4.2K
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$1.7K
CWC
130
Carolinas Wealth Consulting
North Carolina
$1.15K -$1.77K -22 -61%
RWPA
131
Richard W. Paul & Associates
Michigan
$833
TRCT
132
Tower Research Capital (TRC)
New York
$742 +$723 +9 New
CAM
133
Creekmur Asset Management
Illinois
$49
FHA
134
Flagship Harbor Advisors
Massachusetts
-$20.6M -274,129 Closed
DFG
135
Delphi Financial Group
Delaware
-$824K -10,980 Closed
CWM
136
Centric Wealth Management
Illinois
-$659K -8,725 Closed
TSS
137
Two Sigma Securities
New York
-$313K -4,171 Closed
KAS
138
Kestra Advisory Services
Texas
-$295K -3,922 Closed
Koshinski Asset Management
139
Koshinski Asset Management
Illinois
-$231K -3,070 Closed
ACM
140
ADAR1 Capital Management
Texas
-$225K -3,000 Closed
LFG
141
Larson Financial Group
Missouri
-$100K -1,333 Closed
Comerica Bank
142
Comerica Bank
Texas
-$89.1K -1,186 Closed
EC
143
EdgeRock Capital
Colorado
-$75.5K -1,005 Closed
TPCW
144
TD Private Client Wealth
New York
-$18K -240 Closed
PB
145
Pinnacle Bancorp
Nebraska
-$5.87K -78 Closed
JFGIW
146
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$4.66K -62 Closed
S
147
SignatureFD
Georgia
-$2.03K -27 Closed
US Bancorp
148
US Bancorp
Minnesota
-$1.35K -18 Closed
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
-$1.18K -15 Closed
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
-$225 -3 Closed