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

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 16 closing their positions.

Holders
133
Holders Change
+15
Holders Change %
+12.71%
% of All Funds
1.92%
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
16
Calls
$17.1M
Puts
$38.4M
Net Calls
-$21.3M
Net Calls Change
-$21.4M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$91.6M
2
HWM
2
Horizon Wealth Management
Illinois
$28.6M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$84.5M
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$12.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$37.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.59M
2
RIG
2
RiverFront Investment Group
Virginia
$2.51M
3
RJA
3
Raymond James & Associates
Florida
$2.37M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$490K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$446K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$91.6M 1,111,348 +458,225 +70%
Bank of America
2
Bank of America
North Carolina
$85.3M 1,034,748 +8,581 +0.8%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$84.5M 1,022,078 +227,582 +29%
Morgan Stanley
4
Morgan Stanley
New York
$46.7M 566,385 +19,938 +4%
Stifel Financial
5
Stifel Financial
Missouri
$37.6M 455,702 +130,841 +40%
HWM
6
Horizon Wealth Management
Illinois
$28.6M 346,939 +346,939 New
CCA
7
Carrera Capital Advisors
Michigan
$23.2M 282,003 +73,068 +35%
Wells Fargo
8
Wells Fargo
California
$18.3M 221,468 -19,131 -8%
GG
9
GenWealth Group
New Jersey
$17.2M 208,956 +5,357 +3%
UBS Group
10
UBS Group
Switzerland
$16.7M 203,043 -5,275 -3%
FAIM
11
Financial Advocates Investment Management
Washington
$13.7M 166,730 +51,561 +45%
Ameriprise
12
Ameriprise
Minnesota
$13.7M 165,830 -1,772 -1%
USCWA
13
U.S. Capital Wealth Advisors
Texas
$12.8M 155,542 +155,542 New
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$12.5M 151,997 +20,081 +15%
AWM
15
AE Wealth Management
Kansas
$11.9M 143,923 +68,947 +92%
KF
16
Krilogy Financial
Missouri
$11.8M 143,205 +2,889 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.6M 141,021 +115,005 +442%
WWA
18
WCG Wealth Advisors
Nevada
$11.6M 140,689 -16,628 -11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10.1M 122,224 +29,535 +32%
CBB
20
Citizens Business Bank
California
$9.91M 120,224 +1,396 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.61M 116,573 -13,636 -10%
AFA
22
Atlas Financial Advisors
California
$9.54M 115,723 -212 -0.2%
GAG
23
Goodman Advisory Group
Massachusetts
$9.53M 115,655 -1,118 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.59M 104,268 -224,175 -68%
IWM
25
IHT Wealth Management
Illinois
$6.97M 84,580 +84,580 New
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