Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (ZROZ)

125 + Investors. Track Smart Money conviction in ZROZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — ZROZ

Based on 125 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ZROZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
125 funds currently hold this stock — 91% of the 3.0-year high of 138 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold ZROZ compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

68 buying77 selling
Last quarter: 77 funds reduced or exited vs 68 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 26 → 23 → 26 → 20. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 30% medium ■ 21% new
61 out of 125 hedge funds have held ZROZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~20 new funds/quarter

36 → 26 → 23 → 26 → 20 new funds/Q
New funds entering each quarter: 26 → 23 → 26 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 24% newcomers

■ 60% veterans ■ 16% 1-2yr ■ 24% new
Entry-cohort mix of 130 holders: 78 (60%) are 2+ year veterans, 21 entered 1–2 years ago, and 31 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
20 of 124 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in ZROZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ZROZ

In 2026 Q1, 68 hedge funds were net buyers of ZROZ (20 opened a new position, 48 added to an existing one), while 77 reduced or exited (49 trimmed, 28 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 48% of total institutional value in ZROZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 125.

Hedge Fund Ownership: ZROZ

How many hedge funds hold ZROZ — quarterly history vs. share price
Quarterly hedge fund ownership of ZROZ vs. share price

Market Analysis: ZROZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZROZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pimco ETF Tr (ZROZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ZROZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
ZROZ
nan%
SPY
+15.9%

ZROZ outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
ZROZ
nan%
SPY
+2.0%

Since the filing became public, ZROZ outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: ZROZ
125 + Investors

Track Smart Money conviction in ZROZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 125 133 -6.02%
13F Shares 9M 10M -11.26%
Total Value $573M $660M -13.12%
New Positions 20 26 -6
Increased Positions 47 43 +4
Closed Positions 28 26 +2
Reduced Positions 47 51 -4
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: ZROZ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

125 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ZROZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ZROZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Glaxis Capital Management, LLC 5.61% 70,000 $4.5M
2 CPC Advisors, LLC 4.40% 423,982 $27.1M
3 GenWealth Group, Inc. 4.23% 386,261 $24.7M
4 Shepherd Kaplan Krochuk, LLC 3.02% 56,141 $3.6M
5 Mid-American Wealth Advisory Group, Inc. 2.99% 109,982 $7.1M
6 Paragon Advisors, LLC 2.48% 143,409 $9.2M
7 Arlington Capital Management, Inc. 1.85% 51,377 $3.3M
8 Centurion Wealth Management LLC 1.60% 110,684 $7.1M
9 Williams & Novak, LLC 0.96% 20,187 $1.3M
10 Delos Wealth Advisors, LLC 0.89% 24,200 $1.5M
11 Retirement Management Systems Inc. 0.64% 41,356 $2.6M
12 RiverFront Investment Group, LLC 0.55% 556,338 $35.6M
13 Cyndeo Wealth Partners, LLC 0.50% 149,488 $9.6M
14 Krilogy Financial LLC 0.48% 238,537 $15.0M
15 Provident Wealth Management, LLC 0.48% 24,837 $1.6M
16 Rwa Wealth Partners, LLC 0.42% 598,288 $38.3M
17 Goodman Advisory Group, LLC 0.39% 23,227 $1.5M
18 Whalen Wealth Management Inc. 0.38% 11,095 $710K
19 Valtinson Bruner Financial Planning LLC 0.35% 19,694 $1.3M
20 Nvwm, LLC 0.30% 20,756 $1.3M
21 Ballew Advisors, Inc 0.27% 7,435 $472K
22 Golden Reserve Retirement LLC 0.24% 18,537 $1.2M
23 Authentikos Wealth Advisory, LLC 0.24% 5,650 $362K
24 Carrera Capital Advisors 0.23% 23,761 $1.5M
25 North Ridge Wealth Advisors, Inc. 0.20% 5,514 $353K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pimco ETF Tr (ZROZ)

What does the Smart Money Trend signal show for ZROZ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ZROZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ZROZ?

More sellers than buyers — 47% buying: Last quarter: 77 funds reduced or exited vs 68 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ZROZ holders?

Elite ownership — 48% AUM from top-100 funds: 20 of 124 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in ZROZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ZROZ?

49% of holders stayed for 2+ years: 61 out of 125 hedge funds have held ZROZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Pimco ETF Tr (ZROZ) following the 2026 Q1 hedge fund 13F filings?

As of today, ZROZ has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ZROZ has gained nan% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →