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

140 hedge funds and large institutions have $725M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 28 closing their positions.

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
43
Reduced
44
Closed
28
Calls
$8.13M
Puts
$9.59M
Net Calls
-$1.46M
Net Calls Change
+$19.9M

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$53.6M
2
BEI
2
Benjamin Edwards Inc
Missouri
$34.7M
3
Stifel Financial
3
Stifel Financial
Missouri
$62.2M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$91.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$43.9M
2
HWM
2
Horizon Wealth Management
Illinois
$308K
3
LPL Financial
3
LPL Financial
California
$59.2M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$25.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
26
Atlas Financial Advisors
California
$6.54M 95,284 -20,439 -18%
CPC
27
Consolidated Planning Corp
Georgia
$6.37M 92,859 +92,859 New
MAWAG
28
Mid-American Wealth Advisory Group
Missouri
$6.26M 91,211 +73,572 +417%
WWA
29
WCG Wealth Advisors
Nevada
$5.81M 84,708 -55,981 -40%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$5.8M 84,574 +5,030 +6%
IWM
31
IHT Wealth Management
Illinois
$5.68M 82,844 -1,736 -2%
PA
32
Paragon Advisors
Texas
$5.59M 81,464 +27,440 +51%
VBFP
33
Valtinson Bruner Financial Planning
Minnesota
$5.01M 72,959 +72,959 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$4.88M 71,072 +32,638 +85%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$4.71M 68,610 -53,614 -44%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$4.38M 63,791 +23,762 +59%
LPT
37
Legacy Private Trust
Wisconsin
$4.09M 59,589 -2,285 -4%
ACM
38
Arlington Capital Management
Illinois
$4.08M 59,442 +59,442 New
LAS
39
Lloyd Advisory Services
Georgia
$3.44M 50,194 -99 -0.2%
CWA
40
Consilio Wealth Advisors
Washington
$3.42M 49,819 +3,245 +7%
RC
41
Rareview Capital
Nevada
$2.87M 34,804 +13,488 +63%
OIA
42
OneDigital Investment Advisors
Kansas
$2.81M 40,952 +2,169 +6%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.68M 39,072 +33,662 +622%
P
44
&Partners
Tennessee
$2.52M 36,973 +36,973 New
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$2.47M 35,980 -116,017 -76%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$2.11M 30,739 -23,456 -43%
CIG
47
CHB Investment Group
Pennsylvania
$2.05M 29,844 +2,300 +8%
OIS
48
Okabena Investment Services
Minnesota
$1.98M 28,924 +28,924 New
CCM
49
Crew Capital Management
Ohio
$1.93M 28,178 -46,689 -62%
PWM
50
Provident Wealth Management
Tennessee
$1.93M 28,174 -1,775 -6%
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