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

130 hedge funds and large institutions have $714M 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, 59 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-11
Holders Change %
-7.8%
% of All Funds
1.74%
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
59
Reduced
36
Closed
31
Calls
$12.2M
Puts
$10M
Net Calls
+$2.11M
Net Calls Change
+$1.05M

Top Buyers

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

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$4.71M
2
BEI
Benjamin Edwards Inc
Missouri
$0
3
RWP
RWA Wealth Partners
Massachusetts
$40.1M
4
CCA
Carrera Capital Advisors
Michigan
$5.06M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$6.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Carrera Capital Advisors
Michigan
$5.06M -$15.3M -228,346 -75%
GS
27
GTS Securities
New York
$5.04M +$2.82M +41,987 +127%
Stifel Financial
28
Stifel Financial
Missouri
$4.71M -$27.5M -410,060 -85%
CWA
29
Consilio Wealth Advisors
Washington
$4.65M +$346K +5,248 +8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.47M -$1.35M -20,117 -23%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$4.45M +$1.83M +27,331 +70%
ACM
32
Arlington Capital Management
Illinois
$4.14M +$7.31K +109 +0.2%
MG
33
Marex Group
$3.94M +$3.94M +58,757 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$3.86M +$3.57M +53,270 +1,231%
PA
35
Paragon Advisors
Texas
$3.66M -$1.8M -26,871 -33%
Goldman Sachs
36
Goldman Sachs
New York
$3.36M -$3.09M -46,136 -48%
VBFP
37
Valtinson Bruner Financial Planning
Minnesota
$3.34M -$395K -5,884 -11%
SKK
38
Shepherd Kaplan Krochuk
Massachusetts
$3.21M +$849K +12,662 +36%
P
39
&Partners
Tennessee
$2.89M +$15.6K +232 +0.5%
OIA
40
OneDigital Investment Advisors
Kansas
$2.82M +$73.8K +1,100 +3%
TCCM
41
Timber Creek Capital Management
Massachusetts
$2.77M +$269K +4,023 +11%
AWM
42
AE Wealth Management
Kansas
$2.56M +$96.2K +1,435 +4%
CLGM
43
Capitolis Liquid Global Markets
New York
$2.56M -$1.25M -18,700 -33%
CCWM
44
Cassaday & Co Wealth Management
Virginia
$2.5M +$222K +3,308 +10%
LPT
45
Legacy Private Trust
Wisconsin
$2.42M -$1.53M -22,770 -39%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$2.39M +$2.39M +35,686 New
CIG
47
CHB Investment Group
Pennsylvania
$2.16M +$23.5K +350 +1%
OIS
48
Okabena Investment Services
Minnesota
$2.14M – – –
AWA
49
Authentikos Wealth Advisory
California
$2.13M +$2.13M +31,791 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$2.09M +$43.4K +647 +2%
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