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

128 hedge funds and large institutions have $711M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 31 closing their positions.

Holders
128
Holders Change
-13
Holders Change %
-9.22%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
58
Reduced
36
Closed
31
Calls
$1.25M
Puts
$4.41M
Net Calls
-$3.17M
Net Calls Change
-$4.23M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$183M
2
Bank of America
2
Bank of America
North Carolina
$69.4M
3
CPC
3
Consolidated Planning Corp
Georgia
$20M
4
RIG
4
RiverFront Investment Group
Virginia
$29.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.8M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.71M
2
BEI
2
Benjamin Edwards Inc
Missouri
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$40.1M
4
CCA
4
Carrera Capital Advisors
Michigan
$5.06M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$183M 2,723,767 +866,574 +47%
Bank of America
2
Bank of America
North Carolina
$69.4M 1,034,715 +224,071 +28%
LPL Financial
3
LPL Financial
California
$54.5M 812,933 -11,901 -1%
RWP
4
RWA Wealth Partners
Massachusetts
$40.1M 598,288 -265,941 -31%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.8M 473,543 +179,061 +61%
RIG
6
RiverFront Investment Group
Virginia
$29.1M 433,899 +184,605 +74%
CPC
7
Consolidated Planning Corp
Georgia
$20M 297,625 +201,832 +211%
GG
8
GenWealth Group
New Jersey
$19.8M 295,344 +2,745 +0.9%
Morgan Stanley
9
Morgan Stanley
New York
$16.7M 248,389 -54,002 -18%
Raymond James Financial
10
Raymond James Financial
Florida
$14.2M 212,426 +67,363 +46%
KF
11
Krilogy Financial
Missouri
$13M 193,864 +15,848 +9%
Jane Street
12
Jane Street
New York
$10.2M 152,308 +143,803 +1,691%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.55M 142,423 +31,004 +28%
Citadel Advisors
14
Citadel Advisors
Florida
$8.78M 130,929 +66,028 +102%
MAWAG
15
Mid-American Wealth Advisory Group
Missouri
$8.31M 123,950 +76,450 +161%
CFD
16
Creative Financial Designs
Indiana
$8.09M 120,555 +18,611 +18%
CWP
17
Cyndeo Wealth Partners
Florida
$6.93M 103,388 +1,552 +2%
Ameriprise
18
Ameriprise
Minnesota
$6.83M 101,814 +5,605 +6%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$6.8M 104,126 -211,716 -67%
IWM
20
IHT Wealth Management
Illinois
$6.15M 91,661 +12,727 +16%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.92M 88,274 +4,329 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.74M 85,506 +22,072 +35%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$5.71M 86,560 +12,061 +16%
SPIA
24
Steward Partners Investment Advisory
New York
$5.41M 80,656 -64,998 -45%
Wells Fargo
25
Wells Fargo
California
$5.31M 79,186 +4,388 +6%
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