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

133 hedge funds and large institutions have $758M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

33% more capital invested

Capital invested by funds: $571M → $758M (+$187M)

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

12% more funds holding

Funds holding: 119133 (+14)

2.01% more ownership

Funds ownership: 42.28%44.29% (+2%)

56% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $38.4M

Holders
133
Holders Change
+14
Holders Change %
+11.76%
% of All Funds
1.91%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.1%
New
32
Increased
46
Reduced
39
Closed
17
Calls
$17.1M
Puts
$38.4M
Net Calls
-$21.3M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$91.6M +$36.8M +458,225 +70%
Bank of America
2
Bank of America
North Carolina
$85.3M +$690K +8,581 +0.8%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$84.5M +$18.3M +227,582 +29%
Morgan Stanley
4
Morgan Stanley
New York
$46.7M +$1.6M +19,938 +4%
Stifel Financial
5
Stifel Financial
Missouri
$37.6M +$10.5M +130,841 +40%
HWM
6
Horizon Wealth Management
Illinois
$28.6M +$27.9M +346,939 New
CCA
7
Carrera Capital Advisors
Michigan
$23.2M +$5.87M +73,068 +35%
Wells Fargo
8
Wells Fargo
California
$18.3M -$1.54M -19,131 -8%
GG
9
GenWealth Group
New Jersey
$17.2M +$431K +5,357 +3%
UBS Group
10
UBS Group
Switzerland
$16.7M -$424K -5,275 -3%
FAIM
11
Financial Advocates Investment Management
Washington
$13.7M +$4.14M +51,561 +45%
Ameriprise
12
Ameriprise
Minnesota
$13.7M -$142K -1,772 -1%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$12.8M +$12.5M +155,542 New
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$12.5M +$1.61M +20,081 +15%
AWM
15
AE Wealth Management
Kansas
$11.9M +$5.54M +68,947 +92%
KF
16
Krilogy Financial
Missouri
$11.8M +$232K +2,889 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.6M +$9.24M +115,005 +442%
WWA
18
WCG Wealth Advisors
Nevada
$11.6M -$1.34M -16,628 -11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10.1M +$2.37M +29,535 +32%
CBB
20
Citizens Business Bank
California
$9.91M +$112K +1,396 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.61M -$1.1M -13,636 -10%
AFA
22
Atlas Financial Advisors
California
$9.54M -$17K -212 -0.2%
GAG
23
Goodman Advisory Group
Massachusetts
$9.53M -$89.9K -1,118 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.59M -$18M -224,175 -68%
IWM
25
IHT Wealth Management
Illinois
$6.97M +$6.8M +84,580 New