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

144 hedge funds and large institutions have $760M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

11% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $9.31M

2% more funds holding

Funds holding: 141144 (+3)

1.07% more ownership

Funds ownership: 47.25%48.32% (+1.1%)

5% more capital invested

Capital invested by funds: $725M → $760M (+$35.4M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 59

Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
33
Increased
42
Reduced
59
Closed
28
Calls
$10.4M
Puts
$9.31M
Net Calls
+$1.07M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$6.01M -$43.9K -629 -0.7%
PA
27
Paragon Advisors
Texas
$5.84M +$1.12K +16 +0%
Osaic Holdings
28
Osaic Holdings
Arizona
$5.74M -$4.83M -69,195 -46%
IWM
29
IHT Wealth Management
Illinois
$5.65M -$273K -3,910 -5%
TI
30
TrueMark Investments
Illinois
$5.55M +$5.41M +77,492 New
WWA
31
WCG Wealth Advisors
Nevada
$5.49M -$564K -8,079 -10%
Wells Fargo
32
Wells Fargo
California
$5.36M -$5.23M -74,964 -50%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$5.25M +$748K +10,708 +17%
CWA
34
Consilio Wealth Advisors
Washington
$4.68M +$1.08M +15,486 +31%
Citadel Advisors
35
Citadel Advisors
Florida
$4.65M -$8.03M -114,950 -64%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$4.54M -$361K -5,176 -8%
UBS Group
37
UBS Group
Switzerland
$4.45M -$5.84M -83,635 -57%
ACM
38
Arlington Capital Management
Illinois
$4.41M +$152K +2,182 +4%
LPT
39
Legacy Private Trust
Wisconsin
$4.22M -$46.5K -666 -1%
CLGM
40
Capitolis Liquid Global Markets
New York
$4.08M +$3.97M +56,900 New
VBFP
41
Valtinson Bruner Financial Planning
Minnesota
$3.98M -$1.21M -17,327 -24%
MAWAG
42
Mid-American Wealth Advisory Group
Missouri
$3.4M -$3.05M -43,711 -48%
P
43
&Partners
Tennessee
$3.02M +$411K +5,885 +16%
OIA
44
OneDigital Investment Advisors
Kansas
$2.93M
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$2.79M -$6.7K -96 -0.2%
TCCM
46
Timber Creek Capital Management
Massachusetts
$2.67M +$2.61M +37,339 New
AWM
47
AE Wealth Management
Kansas
$2.63M -$6.11M -87,543 -70%
SKK
48
Shepherd Kaplan Krochuk
Massachusetts
$2.52M +$2.45M +35,152 New
MG
49
Marex Group
$2.51M +$2.44M +34,974 New
CCWM
50
Cassaday & Co Wealth Management
Virginia
$2.43M +$698K +10,000 +42%