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

99 hedge funds and large institutions have $379M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 16 closing their positions.

Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
38
Increased
33
Reduced
16
Closed
16
Calls
$11.8M
Puts
$9.11M
Net Calls
+$2.66M
Net Calls Change
-$1.32M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$66M
2
LPL Financial
2
LPL Financial
California
$31.6M
3
Stifel Financial
3
Stifel Financial
Missouri
$23.3M
4
CAS
4
Coppell Advisory Solutions
Texas
$20M
5
CASC
5
Coppell Advisory Solutions Corp
Texas
$20M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LJAC
2
L.J. Altfest & Co
New York
$0
3
MWM
3
Merriman Wealth Management
Washington
$0
4
PA
4
Paragon Advisors
Texas
$3.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$66M 755,762 +623,092 +470%
Morgan Stanley
2
Morgan Stanley
New York
$34.1M 390,643 +185,824 +91%
LPL Financial
3
LPL Financial
California
$31.6M 362,288 +308,725 +576%
Stifel Financial
4
Stifel Financial
Missouri
$23.3M 266,990 +262,627 +6,019%
CASC
5
Coppell Advisory Solutions Corp
Texas
$20M 229,550 +229,550 New
CAS
6
Coppell Advisory Solutions
Texas
$20M 229,550 +229,550 New
BFEC
7
Benjamin F. Edwards & Company
Missouri
$15.1M 172,438 +172,438 New
HWM
8
Horizon Wealth Management
Illinois
$12.4M 142,438 +142,438 New
AFA
9
Atlas Financial Advisors
California
$10.6M 121,839 +24,981 +26%
GG
10
GenWealth Group
New Jersey
$10.2M 117,189 -17,456 -13%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.99M 114,405 +112,925 +7,630%
Goldman Sachs
12
Goldman Sachs
New York
$9.54M 109,256 +8,533 +8%
Wells Fargo
13
Wells Fargo
California
$9.16M 104,891 +59,168 +129%
CIM
14
Confluence Investment Management
Missouri
$7.63M 87,404 +82,404 +1,648%
GIA
15
Gladstone Institutional Advisory
Florida
$7.12M 81,534 +81,534 New
HW
16
Hamilton Wealth
California
$7.06M 80,870 +80,870 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.93M 79,369 +67,034 +543%
IA
18
IFP Advisors
Florida
$6.33M 55,369 +5,089 +10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.39M 61,759 +57,065 +1,216%
Ameriprise
20
Ameriprise
Minnesota
$5.15M 60,559 +31,708 +110%
BA
21
Bridge Advisory
California
$4.42M 50,654 +29,330 +138%
TI
22
Tidal Investments
Wisconsin
$4.19M 47,968 +3,142 +7%
Citadel Advisors
23
Citadel Advisors
Florida
$3.98M 45,593 -22,694 -33%
FTUS
24
Flow Traders U.S.
New York
$3.43M 39,234 +39,234 New
PA
25
Paragon Advisors
Texas
$3.1M 35,543 -45,152 -56%
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