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

66 hedge funds and large institutions have $185M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

12% more funds holding

Funds holding: 5966 (+7)

2% less capital invested

Capital invested by funds: $188M → $185M (-$3.22M)

2.68% less ownership

Funds ownership: 47.11%44.43% (-2.7%)

58% less call options, than puts

Call options by funds: $2.23M | Put options by funds: $5.25M

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.04%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
15
Increased
23
Reduced
15
Closed
7
Calls
$2.23M
Puts
$5.25M
Net Calls
-$3.02M
Net Calls Change
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1
Atlas Financial Advisors
California
$17.3M -$2.97M -21,343 -14%
GG
2
GenWealth Group
New Jersey
$16.2M +$2.67M +19,180 +19%
Bank of America
3
Bank of America
North Carolina
$14.8M +$5.52M +39,697 +55%
APA
4
American Portfolios Advisors
New York
$11.7M +$2.67M +19,191 +28%
Jane Street
5
Jane Street
New York
$11.7M +$4.73M +34,019 +63%
IA
6
IFP Advisors
Florida
$11.1M +$12.6M +90,743 +1,303%
Wells Fargo
7
Wells Fargo
California
$11M +$2M +14,351 +21%
TI
8
Tidal Investments
Wisconsin
$9.22M +$7.44M +53,535 +335%
BA
9
Bridge Advisory
California
$8.71M +$6.06M +43,556 +197%
FA
10
Faithward Advisors
Pennsylvania
$8.47M -$1.31M -9,419 -13%
CRC
11
Catawba River Capital
South Carolina
$8.4M +$8.81M +63,384 New
LPL Financial
12
LPL Financial
California
$5.83M +$2.89M +20,806 +90%
Morgan Stanley
13
Morgan Stanley
New York
$5.73M -$938K -6,743 -13%
Citadel Advisors
14
Citadel Advisors
Florida
$5.53M +$2.01M +14,469 +53%
PA
15
Paragon Advisors
Texas
$5.5M -$1.59M -11,412 -22%
MWM
16
Merriman Wealth Management
Washington
$4.64M +$4.87M +35,000 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.25M +$1.96M +14,084 +135%
LJAC
18
L.J. Altfest & Co
New York
$3.09M +$3.24M +23,316 New
FTUS
19
Flow Traders U.S.
New York
$2.47M -$186K -1,338 -7%
CWM
20
Centric Wealth Management
Illinois
$2.08M +$2.18M +15,663 New
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$1.93M +$595K +4,280 +42%
GEM
22
Global Endowment Management
North Carolina
$1.59M +$556K +4,000 +50%
SG
23
StoneX Group
New York
$1.34M +$1.4M +10,100 New
SC
24
Sinecera Capital
Texas
$1.22M +$1.28M +9,195 New
Ameriprise
25
Ameriprise
Minnesota
$1.21M -$3.21M -23,065 -72%