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

104 hedge funds and large institutions have $331M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 21 closing their positions.

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
1.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
37
Reduced
26
Closed
21
Calls
$17.1M
Puts
$11.4M
Net Calls
+$5.67M
Net Calls Change
+$3.01M

Top Buyers

1
HWM
1
Heirloom Wealth Management
Colorado
$9.36M
2
GIA
2
Gladstone Institutional Advisory
Florida
$15.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$18.4M
4
Mariner
4
Mariner
Kansas
$5.81M
5
CCM
5
Callodine Capital Management
Massachusetts
$3.83M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$42.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$607K
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2K
4
CAS
4
Coppell Advisory Solutions
Texas
$0
5
CASC
5
Coppell Advisory Solutions Corp
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42.6M 444,957 -310,805 -41%
LPL Financial
2
LPL Financial
California
$38.5M 402,181 +39,893 +11%
Morgan Stanley
3
Morgan Stanley
New York
$38.3M 399,704 +9,061 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$18.4M 192,357 +77,952 +68%
GIA
5
Gladstone Institutional Advisory
Florida
$15.7M 163,543 +82,009 +101%
HWM
6
Horizon Wealth Management
Illinois
$15M 156,577 +14,139 +10%
GG
7
GenWealth Group
New Jersey
$12.6M 131,186 +13,997 +12%
AFA
8
Atlas Financial Advisors
California
$11.9M 123,908 +2,069 +2%
HW
9
Hamilton Wealth
California
$11.3M 118,364 +37,494 +46%
HWM
10
Heirloom Wealth Management
Colorado
$9.36M 97,689 +97,689 New
Wells Fargo
11
Wells Fargo
California
$8.74M 91,268 -13,623 -13%
Ameriprise
12
Ameriprise
Minnesota
$8.1M 84,704 +24,145 +40%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.01M 73,195 -6,174 -8%
Mariner
14
Mariner
Kansas
$5.81M 60,609 +48,376 +395%
UBS Group
15
UBS Group
Switzerland
$5.76M 60,155 +37,087 +161%
Citadel Advisors
16
Citadel Advisors
Florida
$5.74M 59,883 +14,290 +31%
TI
17
Tidal Investments
Wisconsin
$5.26M 55,105 +7,137 +15%
BA
18
Bridge Advisory
California
$4.83M 50,400 -254 -0.5%
CCM
19
Callodine Capital Management
Massachusetts
$3.83M 40,000 +40,000 New
CWA
20
Consilio Wealth Advisors
Washington
$3.46M 36,104 +36,104 New
VPP
21
Vertex Planning Partners
Illinois
$3.31M 34,611 +5,126 +17%
LJAC
22
L.J. Altfest & Co
New York
$3.31M 34,568 +34,568 New
JFG
23
Jefferies Financial Group
New York
$3.24M 33,787 +33,787 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.91M 30,341 -3,182 -9%
OIA
25
OneDigital Investment Advisors
Kansas
$2.8M 29,200 +4,100 +16%
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