Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (ZROZ)

123 + 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
↓ -2
Streak
2Q ▼
Buyers last Q
50%

Smart Money Signals — ZROZ

Based on 123 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 — 89% of 3.0Y peak

89% of all-time peak
123 funds currently hold this stock — 89% 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 — 8% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold ZROZ compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

72 buying71 selling
Last quarter: 72 funds bought or added vs 71 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new ZROZ position: 23 → 27 → 20 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 25% medium ■ 20% new
67 out of 123 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 — ~26 new funds/quarter

26 → 23 → 27 → 20 → 26 new funds/Q
New funds entering each quarter: 23 → 27 → 20 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 23% newcomers

■ 60% veterans ■ 16% 1-2yr ■ 23% new
Entry-cohort mix of 129 holders: 78 (60%) are 2+ year veterans, 21 entered 1–2 years ago, and 30 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
19 of 123 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 Q2, 72 hedge funds were net buyers of ZROZ (26 opened a new position, 46 added to an existing one), while 71 reduced or exited (43 trimmed, 28 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 36% of total institutional value in ZROZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 123.

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 Q3 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 September 30, 2026 · 36d ago
ZROZ
+8.9%
SPY
+0.5%

ZROZ outperformed SPY by +8.4% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · -9d ago
ZROZ
+0.0%
SPY
+0.0%

Since the filing became public, ZROZ outperformed SPY by +0.0% .

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: ZROZ
2026 Q3 Stats Unlock in 14 days 123 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 123 125 -1.6%
13F Shares 10M 9M 8.11%
Total Value $620M $573M 8.18%
New Positions 26 20 +6
Increased Positions 44 47 -3
Closed Positions 28 28 -
Reduced Positions 42 47 -5
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: ZROZ

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

123 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GenWealth Group, Inc. 4.06% 406,774 $26.1M
2 CPC Advisors, LLC 3.61% 417,268 $26.7M
3 FLP Wealth Management, LLC 2.48% 21,794 $1.4M
4 Arlington Capital Management INC 2.06% 51,742 $3.3M
5 Paragon Advisors, LLC 2.00% 148,433 $9.5M
6 Shepherd Kaplan Krochuk, LLC 1.95% 38,300 $2.5M
7 Mid-American Wealth Advisory Group, Inc. 1.10% 47,445 $3.0M
8 Delos Wealth Advisors, LLC 0.92% 28,140 $1.8M
9 Lloyd Advisory Services, LLC. 0.72% 29,084 $1.9M
10 Retirement Management Systems Inc. 0.61% 46,622 $3.0M
11 Krilogy Financial LLC 0.48% 253,936 $16.3M
12 RiverFront Investment Group, LLC 0.47% 557,422 $35.7M
13 Cyndeo Wealth Partners, LLC 0.47% 154,331 $9.9M
14 Williams & Novak Wealth Management, LLC 0.45% 10,690 $685K
15 Provident Wealth Management, LLC 0.41% 24,761 $1.6M
16 Rwa Wealth Partners, LLC 0.37% 598,288 $38.4M
17 Goodman Advisory Group, LLC 0.33% 22,401 $1.4M
18 Golden Reserve Retirement LLC 0.32% 32,121 $2.1M
19 Compass Financial Management LLC 0.30% 38,946 $2.5M
20 Carrera Capital Advisors 0.30% 31,229 $2.0M
21 Valtinson Bruner Financial Planning LLC 0.28% 17,149 $1.1M
22 Sankala Group LLC 0.26% 6,860 $395K
23 Authentikos Wealth Advisory, LLC 0.25% 6,229 $399K
24 Ballew Advisors, Inc 0.24% 7,435 $466K
25 Integrated Wealth Management 0.24% 3,486 $223K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 50% buying: Last quarter: 72 funds bought or added vs 71 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ZROZ holders?

Strong quality — 36% AUM from major funds: 19 of 123 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ZROZ?

54% of holders stayed for 2+ years: 67 out of 123 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 Q3 hedge fund 13F filings?

As of today, ZROZ has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), ZROZ has gained +8.9% vs +0.5% 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.

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