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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 $413M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 22 closing their positions.

Holders
112
Holders Change
–
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
22
Increased
43
Reduced
31
Closed
22
Calls
$10.6M
Puts
$14.2M
Net Calls
-$3.61M
Net Calls Change
-$6.57M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$96.8M
2
CAS
2
Coppell Advisory Solutions
Texas
$20M
3
Jane Street
3
Jane Street
New York
$28.3M
4
WWA
4
WCG Wealth Advisors
Nevada
$10.8M
5
AFA
5
Atlas Financial Advisors
California
$20M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.33M
2
SW
2
SMART Wealth
Nebraska
$3.34M
3
HWM
3
Heirloom Wealth Management
Colorado
$248K
4
HW
4
Hamilton Wealth
California
$225K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$485K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$96.8M 1,330,815 +649,115 +95%
LPL Financial
2
LPL Financial
California
$32.1M 441,692 +20,140 +5%
Morgan Stanley
3
Morgan Stanley
New York
$29.7M 408,494 -46,236 -10%
Jane Street
4
Jane Street
New York
$28.3M 389,691 +204,639 +111%
CAS
5
Coppell Advisory Solutions
Texas
$20M 229,550 +229,304 +93,213%
AFA
6
Atlas Financial Advisors
California
$20M 275,329 +139,991 +103%
Osaic Holdings
7
Osaic Holdings
Arizona
$13.9M 191,026 +102,847 +117%
Wells Fargo
8
Wells Fargo
California
$12.9M 178,036 +66,470 +60%
WWA
9
WCG Wealth Advisors
Nevada
$10.8M 144,291 +144,291 New
GG
10
GenWealth Group
New Jersey
$10.6M 146,099 +11,673 +9%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$8.82M 121,319 +121,319 New
LPT
12
Legacy Private Trust
Wisconsin
$8.43M 115,936 +115,936 New
UBS Group
13
UBS Group
Switzerland
$8.19M 112,655 +17,263 +18%
CBB
14
Citizens Business Bank
California
$7.94M 109,233 +109,233 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$7.7M 105,858 -31,481 -23%
BA
16
Bridge Advisory
California
$7.09M 97,472 +47,181 +94%
RJA
17
Raymond James & Associates
Florida
$6.99M 96,054 +89,450 +1,354%
Ameriprise
18
Ameriprise
Minnesota
$6.28M 86,359 +3,469 +4%
HWM
19
Horizon Wealth Management
Illinois
$5.49M 75,529 +70,692 +1,461%
Citadel Advisors
20
Citadel Advisors
Florida
$4.37M 60,150 +13,863 +30%
AWM
21
AE Wealth Management
Kansas
$4.33M 59,578 -174,061 -74%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.06M 55,738 +13,207 +31%
PA
23
Paragon Advisors
Texas
$3.97M 54,582 +16,169 +42%
FA
24
Fermata Advisors
California
$3.71M 51,049 +6,304 +14%
SW
25
SMART Wealth
Nebraska
$3.34M 45,860 -132,008 -74%
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