We are live on ! Find out more
ZROZ icon

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

27 hedge funds and large institutions have $46.1M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

13% more capital invested

Capital invested by funds: $40.9M → $46.1M (+$5.24M)

4% more funds holding

Funds holding: 2627 (+1)

2.48% more ownership

Funds ownership: 26.42%28.91% (+2.5%)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
6
Closed
6
Calls
$2.46M
Puts
Net Calls
+$2.46M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.07M +$1.14M +10,754 +18%
CCP
2
Cardan Capital Partners
Colorado
$6.53M +$6.14M +58,054 New
LPL Financial
3
LPL Financial
California
$5.53M +$820K +7,747 +19%
Bank of America
4
Bank of America
North Carolina
$5.52M +$1.83M +17,305 +54%
Invesco
5
Invesco
Georgia
$4.01M +$1.89M +17,847 +100%
IA
6
IFP Advisors
Florida
$3.52M -$398K -3,763 -11%
UBS Group
7
UBS Group
Switzerland
$2.56M +$975K +9,212 +68%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.74M +$839K +7,929 +105%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$1.54M -$51.3K -485 -3%
Citadel Advisors
10
Citadel Advisors
Florida
$1.32M +$1.24M +11,735 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$908K +$854K +8,074 New
FIMG
12
Financial & Investment Management Group
Michigan
$852K -$2.91M -27,517 -78%
CWM
13
Centric Wealth Management
Illinois
$787K +$741K +7,000 New
Ameriprise
14
Ameriprise
Minnesota
$719K +$677K +6,396 New
SWP
15
Stratos Wealth Partners
Ohio
$575K
AG
16
Advisor Group
Arizona
$454K -$45.3K -428 -10%
EIP
17
Ellis Investment Partners
Pennsylvania
$312K +$294K +2,777 New
Wells Fargo
18
Wells Fargo
California
$272K -$2.14M -20,176 -89%
FA
19
Forefront Analytics
Pennsylvania
$262K -$266K -2,518 -52%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$199K +$94.2K +890 +101%
William Blair & Company
21
William Blair & Company
Illinois
$142K
SA
22
SRH Advisors
Kansas
$124K
SC
23
Solstein Capital
California
$124K +$116K +1,100 New
CFN
24
Cordasco Financial Network
Florida
$48K
QCIG
25
Quad-Cities Investment Group
Iowa
$31K