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

118 hedge funds and large institutions have $550M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
118
Holders Change
+10
Holders Change %
+9.26%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
43
Reduced
24
Closed
16
Calls
$9.97M
Puts
$9.89M
Net Calls
+$76K
Net Calls Change
-$1.68M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$61.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$24.7M
3
CCA
3
Carrera Capital Advisors
Michigan
$15.7M
4
RIG
4
RiverFront Investment Group
Virginia
$13.2M
5
Bank of America
5
Bank of America
North Carolina
$77.1M

Top Sellers

1
AAS
1
Annex Advisory Services
Wisconsin
$303K
2
Jane Street
2
Jane Street
New York
$0
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.06M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.78M
5
Citadel Advisors
5
Citadel Advisors
Florida
$156K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$77.1M 1,026,167 +167,389 +19%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$61.6M 794,496 +505,966 +175%
LPL Financial
3
LPL Financial
California
$49M 653,123 +50,899 +8%
Morgan Stanley
4
Morgan Stanley
New York
$41M 546,447 +31,380 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.7M 328,443 +274,717 +511%
Stifel Financial
6
Stifel Financial
Missouri
$24.4M 324,861 -7,583 -2%
Wells Fargo
7
Wells Fargo
California
$18.1M 240,599 +35,533 +17%
CCA
8
Carrera Capital Advisors
Michigan
$15.7M 208,935 +208,935 New
UBS Group
9
UBS Group
Switzerland
$15.6M 208,318 -16,217 -7%
GG
10
GenWealth Group
New Jersey
$15.3M 203,599 +15,559 +8%
RIG
11
RiverFront Investment Group
Virginia
$13.2M 175,480 +175,480 New
Ameriprise
12
Ameriprise
Minnesota
$12.6M 167,602 +37,012 +28%
WWA
13
WCG Wealth Advisors
Nevada
$11.8M 157,317 +33,062 +27%
KF
14
Krilogy Financial
Missouri
$10.5M 140,316 +26,666 +23%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$9.91M 131,916 +131,916 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.78M 130,209 -83,939 -39%
RJA
17
Raymond James & Associates
Florida
$9.15M 121,893 +92,347 +313%
CBB
18
Citizens Business Bank
California
$8.92M 118,828 +2,994 +3%
GAG
19
Goodman Advisory Group
Massachusetts
$8.77M 116,773 +247 +0.2%
AFA
20
Atlas Financial Advisors
California
$8.71M 115,935 -7,577 -6%
FAIM
21
Financial Advocates Investment Management
Washington
$8.65M 115,169 -3,205 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6.96M 92,689 +35,338 +62%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$6.06M 80,669 -201,186 -71%
AWM
24
AE Wealth Management
Kansas
$5.63M 74,976 +71,212 +1,892%
TCCM
25
Timber Creek Capital Management
Massachusetts
$5.48M 72,943 +381 +0.5%
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