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

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.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

99% more capital invested

Capital invested by funds: $190M → $379M (+$189M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $9.11M

25% more funds holding

Funds holding: 7999 (+20)

13.27% more ownership

Funds ownership: 37.51%50.77% (+13%)

Holders
99
Holders Change
+20
Holders Change %
+25.32%
% of All Funds
1.59%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$66M +$55.8M +623,092 +470%
Morgan Stanley
2
Morgan Stanley
New York
$34.1M +$16.6M +185,824 +91%
LPL Financial
3
LPL Financial
California
$31.6M +$27.7M +308,725 +576%
Stifel Financial
4
Stifel Financial
Missouri
$23.3M +$23.5M +262,627 +6,019%
CAS
5
Coppell Advisory Solutions
Texas
$20M +$20.6M +229,550 New
CASC
6
Coppell Advisory Solutions Corp
Texas
$20M +$20.6M +229,550 New
BFEC
7
Benjamin F. Edwards & Company
Missouri
$15.1M +$15.4M +172,438 New
HWM
8
Horizon Wealth Management
Illinois
$12.4M +$12.8M +142,438 New
AFA
9
Atlas Financial Advisors
California
$10.6M +$2.24M +24,981 +26%
GG
10
GenWealth Group
New Jersey
$10.2M -$1.56M -17,456 -13%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.99M +$10.1M +112,925 +7,630%
Goldman Sachs
12
Goldman Sachs
New York
$9.54M +$764K +8,533 +8%
Wells Fargo
13
Wells Fargo
California
$9.16M +$5.3M +59,168 +129%
CIM
14
Confluence Investment Management
Missouri
$7.63M +$7.38M +82,404 +1,648%
GIA
15
Gladstone Institutional Advisory
Florida
$7.12M +$7.3M +81,534 New
HW
16
Hamilton Wealth
California
$7.06M +$7.24M +80,870 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$6.93M +$6M +67,034 +543%
IA
18
IFP Advisors
Florida
$6.33M +$456K +5,089 +10%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.39M +$5.11M +57,065 +1,216%
Ameriprise
20
Ameriprise
Minnesota
$5.15M +$2.84M +31,708 +110%
BA
21
Bridge Advisory
California
$4.42M +$2.63M +29,330 +138%
TI
22
Tidal Investments
Wisconsin
$4.19M +$281K +3,142 +7%
Citadel Advisors
23
Citadel Advisors
Florida
$3.98M -$2.03M -22,694 -33%
FTUS
24
Flow Traders U.S.
New York
$3.43M +$3.51M +39,234 New
PA
25
Paragon Advisors
Texas
$3.1M -$4.04M -45,152 -56%