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

120 hedge funds and large institutions have $571M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 25 closing their positions.

Holders
120
Holders Change
+8
Holders Change %
+7.14%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
43
Reduced
25
Closed
25
Calls
$8.29M
Puts
$8.07M
Net Calls
+$221K
Net Calls Change
+$3.83M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$91.2M
2
LPL Financial
2
LPL Financial
California
$71.5M
3
KF
3
Krilogy Financial
Missouri
$23.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$24.4M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$17.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$236K
2
Bank of America
2
Bank of America
North Carolina
$86.8M
3
CAS
3
Coppell Advisory Solutions
Texas
$200K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.76M
5
AFA
5
Atlas Financial Advisors
California
$10.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$91.2M 1,068,998 +660,504 +162%
Bank of America
2
Bank of America
North Carolina
$86.8M 1,016,822 -313,993 -24%
LPL Financial
3
LPL Financial
California
$71.5M 838,428 +396,736 +90%
Stifel Financial
4
Stifel Financial
Missouri
$24.4M 285,770 +267,730 +1,484%
KF
5
Krilogy Financial
Missouri
$23.8M 279,188 +279,188 New
UBS Group
6
UBS Group
Switzerland
$21.2M 248,981 +136,326 +121%
Wells Fargo
7
Wells Fargo
California
$20.6M 241,528 +63,492 +36%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$18.7M 219,260 +113,402 +107%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$17.1M 200,479 +199,540 +21,250%
WWA
10
WCG Wealth Advisors
Nevada
$11.7M 137,064 -7,227 -5%
AFA
11
Atlas Financial Advisors
California
$10.7M 124,848 -150,481 -55%
Ameriprise
12
Ameriprise
Minnesota
$9.94M 116,476 +30,117 +35%
CBB
13
Citizens Business Bank
California
$9.53M 111,740 +2,507 +2%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$9.53M 111,676 +111,676 New
GAG
15
Goodman Advisory Group
Massachusetts
$9.2M 107,871 +82,584 +327%
SPIA
16
Steward Partners Investment Advisory
New York
$8M 93,764 +93,764 New
GG
17
GenWealth Group
New Jersey
$7.65M 89,607 -56,492 -39%
FAIM
18
Financial Advocates Investment Management
Washington
$7.16M 83,928 +83,928 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$6.82M 79,909 +39,450 +98%
HWM
20
Horizon Wealth Management
Illinois
$6.62M 77,638 +2,109 +3%
TCCM
21
Timber Creek Capital Management
Massachusetts
$6.15M 72,107 +72,107 New
LPT
22
Legacy Private Trust
Wisconsin
$5.1M 59,777 -56,159 -48%
CCM
23
Crew Capital Management
Ohio
$4.8M 56,220 +56,220 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.79M 56,080 +342 +0.6%
RJA
25
Raymond James & Associates
Florida
$4.76M 55,811 -40,243 -42%
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