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

119 hedge funds and large institutions have $571M 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, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

72% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 25

10% more funds holding

Funds holding: 108119 (+11)

8% more capital invested

Capital invested by funds: $527M → $571M (+$44.1M)

1% more call options, than puts

Call options by funds: $9.96M | Put options by funds: $9.89M

0.53% more ownership

Funds ownership: 41.75%42.28% (+0.53%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% 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
25
Closed
16
Calls
$9.96M
Puts
$9.89M
Net Calls
+$76K
Net Calls Change
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$77.1M +$12.4M +167,389 +19%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$61.6M +$37.6M +505,966 +175%
LPL Financial
3
LPL Financial
California
$49M +$3.78M +50,899 +8%
Morgan Stanley
4
Morgan Stanley
New York
$41M +$2.33M +31,380 +6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.7M +$20.4M +274,717 +511%
Stifel Financial
6
Stifel Financial
Missouri
$24.4M -$563K -7,583 -2%
FHA
7
Flagship Harbor Advisors
Massachusetts
$20.6M -$9.27M -124,821 -31%
Wells Fargo
8
Wells Fargo
California
$18.1M +$2.64M +35,533 +17%
CCA
9
Carrera Capital Advisors
Michigan
$15.7M +$15.5M +208,935 New
UBS Group
10
UBS Group
Switzerland
$15.6M -$1.2M -16,217 -7%
GG
11
GenWealth Group
New Jersey
$15.3M +$1.15M +15,559 +8%
RIG
12
RiverFront Investment Group
Virginia
$13.2M +$13M +175,480 New
Ameriprise
13
Ameriprise
Minnesota
$12.6M +$2.75M +37,012 +28%
WWA
14
WCG Wealth Advisors
Nevada
$11.8M +$2.45M +33,062 +27%
KF
15
Krilogy Financial
Missouri
$10.5M +$1.98M +26,666 +23%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$9.91M +$9.79M +131,916 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$9.78M -$6.23M -83,939 -39%
RJA
18
Raymond James & Associates
Florida
$9.15M +$6.85M +92,347 +313%
CBB
19
Citizens Business Bank
California
$8.92M +$222K +2,994 +3%
GAG
20
Goodman Advisory Group
Massachusetts
$8.77M +$18.3K +247 +0.2%
AFA
21
Atlas Financial Advisors
California
$8.71M -$562K -7,577 -6%
FAIM
22
Financial Advocates Investment Management
Washington
$8.65M -$238K -3,205 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.96M +$2.62M +35,338 +62%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$6.06M -$14.9M -201,186 -71%
AWM
25
AE Wealth Management
Kansas
$5.63M +$5.29M +71,212 +1,892%