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

112 hedge funds and large institutions have $392M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 20 closing their positions.

Holders
112
Holders Change
+8
Holders Change %
+7.69%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
46
Reduced
20
Closed
20
Calls
$17M
Puts
$14M
Net Calls
+$2.97M
Net Calls Change
-$2.7M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$62.7M
2
AWM
2
AE Wealth Management
Kansas
$21.5M
3
Jane Street
3
Jane Street
New York
$17M
4
SW
4
SMART Wealth
Nebraska
$16.4M
5
IWM
5
IHT Wealth Management
Illinois
$6.59M

Top Sellers

1
GIA
1
Gladstone Institutional Advisory
Florida
$0
2
HWM
2
Horizon Wealth Management
Illinois
$445K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.12M
4
HW
4
Hamilton Wealth
California
$6.59M
5
CCM
5
Callodine Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$62.7M 681,700 +236,743 +53%
Morgan Stanley
2
Morgan Stanley
New York
$41.8M 454,730 +55,026 +14%
LPL Financial
3
LPL Financial
California
$38.8M 421,552 +19,371 +5%
AWM
4
AE Wealth Management
Kansas
$21.5M 233,639 +211,376 +949%
Jane Street
5
Jane Street
New York
$17M 185,052 +175,931 +1,929%
SW
6
SMART Wealth
Nebraska
$16.4M 177,868 +161,775 +1,005%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.6M 137,339 +26,588 +24%
AFA
8
Atlas Financial Advisors
California
$12.5M 135,338 +11,430 +9%
GG
9
GenWealth Group
New Jersey
$12.4M 134,426 +3,240 +2%
Wells Fargo
10
Wells Fargo
California
$10.3M 111,566 +20,298 +22%
HWM
11
Heirloom Wealth Management
Colorado
$9.7M 105,408 +7,719 +8%
UBS Group
12
UBS Group
Switzerland
$8.78M 95,392 +35,237 +59%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.12M 88,179 -104,178 -54%
Ameriprise
14
Ameriprise
Minnesota
$7.63M 82,890 -1,814 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$6.82M 74,065 +62,765 +555%
IWM
16
IHT Wealth Management
Illinois
$6.59M 71,638 +71,638 New
HW
17
Hamilton Wealth
California
$6.59M 71,586 -46,778 -40%
Mariner
18
Mariner
Kansas
$6.5M 70,575 +9,966 +16%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.44M 59,090 -14,105 -19%
BA
20
Bridge Advisory
California
$4.63M 50,291 -109 -0.2%
FTUS
21
Flow Traders U.S.
New York
$4.29M 46,628 +42,460 +1,019%
Citadel Advisors
22
Citadel Advisors
Florida
$4.26M 46,287 -13,596 -23%
FA
23
Fermata Advisors
California
$4.12M 44,745 +30,627 +217%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.92M 42,531 +12,190 +40%
JFG
25
Jefferies Financial Group
New York
$3.6M 39,106 +5,319 +16%
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