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

59 hedge funds and large institutions have $188M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $2.98M | Put options by funds: $1.29M

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

24% more capital invested

Capital invested by funds: $152M → $188M (+$36.4M)

9.96% more ownership

Funds ownership: 37.15%47.11% (+10%)

7% more funds holding

Funds holding: 5559 (+4)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
20
Reduced
14
Closed
6
Calls
$2.98M
Puts
$1.29M
Net Calls
+$1.69M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1
Atlas Financial Advisors
California
$23.1M +$22.9M +151,667 New
IWC
2
Integrated Wealth Concepts
Massachusetts
$20.9M +$20.8M +137,268 New
GG
3
GenWealth Group
New Jersey
$15.6M -$1.28M -8,471 -8%
FA
4
Faithward Advisors
Pennsylvania
$11.2M +$11M +72,847 +15,532%
Bank of America
5
Bank of America
North Carolina
$10.9M -$600K -3,972 -5%
APA
6
American Portfolios Advisors
New York
$10.5M +$703K +4,653 +7%
Wells Fargo
7
Wells Fargo
California
$10.4M +$1.15M +7,636 +13%
FS
8
Ferguson Shapiro
Georgia
$10.2M +$1.85M +12,232 +22%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.8M +$8.21M +54,310 +1,547%
Jane Street
10
Jane Street
New York
$8.24M -$31.4M -207,490 -79%
PA
11
Paragon Advisors
Texas
$8.05M -$5.01M -33,145 -39%
Morgan Stanley
12
Morgan Stanley
New York
$7.61M +$2.56M +16,954 +51%
Ameriprise
13
Ameriprise
Minnesota
$5.03M +$197K +1,303 +4%
Citadel Advisors
14
Citadel Advisors
Florida
$4.15M -$4.31M -28,492 -51%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$3.53M
LPL Financial
16
LPL Financial
California
$3.53M +$1.35M +8,923 +63%
BA
17
Bridge Advisory
California
$3.37M -$182K -1,201 -5%
FTUS
18
Flow Traders U.S.
New York
$3.04M +$294K +1,946 +11%
TI
19
Tidal Investments
Wisconsin
$2.44M +$175K +1,158 +8%
Renaissance Technologies
20
Renaissance Technologies
New York
$2.28M +$2.27M +15,000 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.59M +$327K +2,161 +26%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$1.56M +$1.55M +10,245 New
GEM
23
Global Endowment Management
North Carolina
$1.22M +$1.21M +8,000 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.22M +$860K +5,689 +247%
IA
25
IFP Advisors
Florida
$1.07M +$580K +3,837 +123%