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

53 hedge funds and large institutions have $93.2M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $2.93M | Put options by funds: $1.19M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

13% more funds holding

Funds holding: 4753 (+6)

1.63% more ownership

Funds ownership: 36.45%38.08% (+1.6%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

27% less capital invested

Capital invested by funds: $128M → $93.2M (-$34.4M)

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
14
Reduced
16
Closed
11
Calls
$2.93M
Puts
$1.19M
Net Calls
+$1.75M
Net Calls Change
+$749K
Name Holding Trade Value Shares
Change
Change in
Stake
GG
1
GenWealth Group
New Jersey
$17.2M -$799K -5,750 -4%
CCP
2
Cardan Capital Partners
Colorado
$8.92M +$131K +943 +1%
Morgan Stanley
3
Morgan Stanley
New York
$8.28M -$7.31M -52,568 -46%
PA
4
Paragon Advisors
Texas
$6.68M +$6.75M +48,570 New
Jane Street
5
Jane Street
New York
$6.41M -$18.7M -134,411 -74%
Bank of America
6
Bank of America
North Carolina
$6.38M -$3.9M -28,081 -37%
LPL Financial
7
LPL Financial
California
$6.21M -$499K -3,591 -7%
UBS Group
8
UBS Group
Switzerland
$4.88M -$892K -6,419 -15%
Citadel Advisors
9
Citadel Advisors
Florida
$4.74M +$4.61M +33,203 +1,427%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.19M -$2.03M -14,628 -38%
NCM
11
Niemann Capital Management
Nevada
$2.77M +$2.89M +20,811 New
AG
12
Advisor Group
Arizona
$2.25M -$1.44M -10,344 -38%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$1.82M
MIAN
14
Mariner Independent Advisor Network
Kansas
$1.67M +$1.74M +12,533 New
Wells Fargo
15
Wells Fargo
California
$1.29M -$817K -5,876 -38%
SL
16
Systelligence LLC
Minnesota
$1.15M +$1.2M +8,616 New
Stifel Financial
17
Stifel Financial
Missouri
$1.08M +$912K +6,565 +429%
IA
18
IFP Advisors
Florida
$783K +$125K +896 +19%
SWP
19
Stratos Wealth Partners
Ohio
$717K +$45.4K +327 +6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$605K -$628K -4,518 -50%
Invesco
21
Invesco
Georgia
$495K -$1.54M -11,090 -75%
FAM
22
Formidable Asset Management
Ohio
$447K +$161K +1,155 +54%
Ameriprise
23
Ameriprise
Minnesota
$428K -$1.7M -12,266 -79%
TI
24
Tidal Investments
Wisconsin
$403K +$20.3K +146 +5%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$388K +$404K +2,909 New