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

141 hedge funds and large institutions have $757M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 27 closing their positions.

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
41
Reduced
58
Closed
27
Calls
$10.4M
Puts
$9.31M
Net Calls
+$1.07M
Net Calls Change
+$2.52M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$131M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$22.6M
3
Bank of America
3
Bank of America
North Carolina
$58.1M
4
SPIA
4
Steward Partners Investment Advisory
New York
$10.4M
5
OC
5
Oppenheimer & Co
New York
$7.56M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$34.4M
2
Jane Street
2
Jane Street
New York
$609K
3
BEI
3
Benjamin Edwards Inc
Missouri
$24.1M
4
BFF
4
Byrne Financial Freedom
Massachusetts
$252K
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$6.01M 83,945 -629 -0.7%
PA
27
Paragon Advisors
Texas
$5.84M 81,480 +16 +0%
Osaic Holdings
28
Osaic Holdings
Arizona
$5.74M 80,116 -69,195 -46%
IWM
29
IHT Wealth Management
Illinois
$5.65M 78,934 -3,910 -5%
TI
30
TrueMark Investments
Illinois
$5.55M 77,492 +77,492 New
WWA
31
WCG Wealth Advisors
Nevada
$5.49M 76,629 -8,079 -10%
Wells Fargo
32
Wells Fargo
California
$5.36M 74,798 -74,964 -50%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$5.25M 74,499 +10,708 +17%
CWA
34
Consilio Wealth Advisors
Washington
$4.68M 65,305 +15,486 +31%
Citadel Advisors
35
Citadel Advisors
Florida
$4.65M 64,901 -114,950 -64%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$4.54M 63,434 -5,176 -8%
UBS Group
37
UBS Group
Switzerland
$4.45M 62,189 -83,635 -57%
ACM
38
Arlington Capital Management
Illinois
$4.41M 61,624 +2,182 +4%
LPT
39
Legacy Private Trust
Wisconsin
$4.22M 58,923 -666 -1%
CLGM
40
Capitolis Liquid Global Markets
New York
$4.08M 56,900 +56,900 New
VBFP
41
Valtinson Bruner Financial Planning
Minnesota
$3.98M 55,632 -17,327 -24%
MAWAG
42
Mid-American Wealth Advisory Group
Missouri
$3.4M 47,500 -43,711 -48%
P
43
&Partners
Tennessee
$3.02M 42,858 +5,885 +16%
OIA
44
OneDigital Investment Advisors
Kansas
$2.93M 40,952 – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$2.79M 38,976 -96 -0.2%
TCCM
46
Timber Creek Capital Management
Massachusetts
$2.67M 37,339 +37,339 New
AWM
47
AE Wealth Management
Kansas
$2.63M 36,772 -87,543 -70%
SKK
48
Shepherd Kaplan Krochuk
Massachusetts
$2.52M 35,152 +35,152 New
CCWM
49
Cassaday & Co Wealth Management
Virginia
$2.43M 33,962 +10,000 +42%
GS
50
GTS Securities
New York
$2.38M 33,166 +33,166 New
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