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

108 hedge funds and large institutions have $527M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 27 closing their positions.

Holders
108
Holders Change
-12
Holders Change %
-10%
% of All Funds
1.57%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
16
Increased
34
Reduced
37
Closed
27
Calls
$10.6M
Puts
$8.86M
Net Calls
+$1.76M
Net Calls Change
+$1.54M
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$68.1M 858,778 -158,044 -16%
LPL Financial
2
LPL Financial
California
$47.7M 602,224 -236,204 -28%
Morgan Stanley
3
Morgan Stanley
New York
$40.8M 515,067 -553,931 -52%
FHA
4
Flagship Harbor Advisors
Massachusetts
$31.6M 398,950 +398,950 New
AAS
5
Annex Advisory Services
Wisconsin
$31.4M 396,279 +396,279 New
Stifel Financial
6
Stifel Financial
Missouri
$26.3M 332,444 +46,674 +16%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$22.9M 288,530 +288,530 New
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$22.3M 281,855 +81,376 +41%
UBS Group
9
UBS Group
Switzerland
$17.8M 224,535 -24,446 -10%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$17M 214,148 -5,112 -2%
Wells Fargo
11
Wells Fargo
California
$16.3M 205,066 -36,462 -15%
Jane Street
12
Jane Street
New York
$16.2M 204,403 +201,638 +7,293%
GG
13
GenWealth Group
New Jersey
$14.9M 188,040 +98,433 +110%
Ameriprise
14
Ameriprise
Minnesota
$10.3M 130,590 +14,114 +12%
WWA
15
WCG Wealth Advisors
Nevada
$9.85M 124,255 -12,809 -9%
AFA
16
Atlas Financial Advisors
California
$9.79M 123,512 -1,336 -1%
FAIM
17
Financial Advocates Investment Management
Washington
$9.38M 118,374 +34,446 +41%
GAG
18
Goodman Advisory Group
Massachusetts
$9.23M 116,526 +8,655 +8%
CBB
19
Citizens Business Bank
California
$9.18M 115,834 +4,094 +4%
KF
20
Krilogy Financial
Missouri
$9.01M 113,650 -165,538 -59%
TCCM
21
Timber Creek Capital Management
Massachusetts
$5.75M 72,562 +455 +0.6%
Citadel Advisors
22
Citadel Advisors
Florida
$5.48M 69,090 +35,965 +109%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.55M 57,351 +1,271 +2%
TI
24
Tidal Investments
Wisconsin
$4.29M 54,124 +54,124 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.26M 53,726 +51,311 +2,125%