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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 %
CCA
26
Carrera Capital Advisors
Michigan
$5.06M 75,472 -228,346 -75%
GS
27
GTS Securities
New York
$5.04M 75,153 +41,987 +127%
Stifel Financial
28
Stifel Financial
Missouri
$4.71M 70,180 -410,060 -85%
CWA
29
Consilio Wealth Advisors
Washington
$4.65M 70,553 +5,248 +8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.47M 66,703 -20,117 -23%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$4.45M 66,307 +27,331 +70%
ACM
32
Arlington Capital Management
Illinois
$4.14M 61,733 +109 +0.2%
MG
33
Marex Group
$3.94M 58,757 +58,757 New
PA
34
Paragon Advisors
Texas
$3.66M 54,609 -26,871 -33%
Goldman Sachs
35
Goldman Sachs
New York
$3.36M 50,068 -46,136 -48%
VBFP
36
Valtinson Bruner Financial Planning
Minnesota
$3.34M 49,748 -5,884 -11%
SKK
37
Shepherd Kaplan Krochuk
Massachusetts
$3.21M 47,814 +12,662 +36%
P
38
&Partners
Tennessee
$2.89M 43,090 +232 +0.5%
OIA
39
OneDigital Investment Advisors
Kansas
$2.82M 42,052 +1,100 +3%
TCCM
40
Timber Creek Capital Management
Massachusetts
$2.77M 41,362 +4,023 +11%
AWM
41
AE Wealth Management
Kansas
$2.56M 38,207 +1,435 +4%
CLGM
42
Capitolis Liquid Global Markets
New York
$2.56M 38,200 -18,700 -33%
CCWM
43
Cassaday & Co Wealth Management
Virginia
$2.5M 37,270 +3,308 +10%
LPT
44
Legacy Private Trust
Wisconsin
$2.42M 36,153 -22,770 -39%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$2.39M 35,686 +35,686 New
CIG
46
CHB Investment Group
Pennsylvania
$2.16M 32,257 +350 +1%
OIS
47
Okabena Investment Services
Minnesota
$2.14M 31,977 – –
AWA
48
Authentikos Wealth Advisory
California
$2.13M 31,791 +31,791 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$2.09M 31,106 +647 +2%
BlackRock
50
BlackRock
New York
$1.99M 29,620 +22,520 +317%
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