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PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
ZROZ
141 hedge funds and large institutions have $725M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
43% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 28
6% more funds holding
Funds holding: 133 → 141 (+8)
2.96% more ownership
Funds ownership: 44.29% → 47.25% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
4% less capital invested
Capital invested by funds: $758M → $725M (-$33.2M)
4% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 45
15% less call options, than puts
Call options by funds: $8.13M | Put options by funds: $9.59M
Holders
141
Holders Change
+8
Holders Change %
+6.02%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
43
Reduced
45
Closed
28
Calls
$8.13M
Puts
$9.59M
Net Calls
-$1.46M
Net Calls Change
+$19.9M
Top Buyers
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$58.6M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$37.9M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$33.9M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$22.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.4M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$29.6M |
| 2 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$25.7M |
| 3 |
LPL Financial
San Diego,
California
|
-$18.6M |
| 4 |
Morgan Stanley
New York
|
-$14.2M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$13.7M |
