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

131 hedge funds and large institutions have $795M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

11% more capital invested

Capital invested by funds: $716M → $795M (+$79.1M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.02% less ownership

Funds ownership: 46.7%46.68% (-0.02%)

0% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $11.7M

2% less funds holding

Funds holding: 133131 (-2)

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
49
Reduced
43
Closed
20
Calls
$11.6M
Puts
$11.7M
Net Calls
-$28K
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$5.92M +$82.3K +1,257 +1%
Ameriprise
27
Ameriprise
Minnesota
$5.82M -$1.06M -16,241 -16%
SPIA
28
Steward Partners Investment Advisory
New York
$5.7M +$213K +3,252 +4%
Osaic Holdings
29
Osaic Holdings
Arizona
$4.98M +$2.98M +45,516 +160%
CWA
30
Consilio Wealth Advisors
Washington
$4.82M +$24.3K +371 +0.5%
Stifel Financial
31
Stifel Financial
Missouri
$4.76M -$6.68K -102 -0.1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.66M +$120K +1,839 +3%
OC
33
Oppenheimer & Co
New York
$4.58M +$3.83M +58,402 +654%
Wells Fargo
34
Wells Fargo
California
$4.43M -$917K -14,001 -18%
NCM
35
Nearwater Capital Markets
Ireland
$4.26M +$4.11M +62,700 New
ACM
36
Arlington Capital Management
Illinois
$4.22M +$25.7K +393 +0.6%
MG
37
Marex Group
$3.99M
Citadel Advisors
38
Citadel Advisors
Florida
$3.84M -$4.87M -74,358 -57%
DADC
39
D.A. Davidson & Co
Montana
$3.81M +$3.67M +56,099 New
P
40
&Partners
Tennessee
$3.4M +$434K +6,626 +15%
VBFP
41
Valtinson Bruner Financial Planning
Minnesota
$3.23M -$148K -2,263 -5%
CCA
42
Carrera Capital Advisors
Michigan
$3.1M -$1.96M -29,898 -40%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$3.06M -$1.39M -21,259 -32%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$2.85M +$2.74M +41,900 New
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$2.82M +$384K +5,863 +16%
AWM
46
AE Wealth Management
Kansas
$2.64M +$39K +596 +2%
Mariner
47
Mariner
Kansas
$2.52M +$1.22M +18,587 +100%
OIA
48
OneDigital Investment Advisors
Kansas
$2.35M -$491K -7,500 -18%
AWA
49
Authentikos Wealth Advisory
California
$2.29M +$21.6K +330 +1%
BlackRock
50
BlackRock
New York
$2.23M +$212K +3,231 +11%