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

134 hedge funds and large institutions have $644M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 131134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6.22% less ownership

Funds ownership: 46.68%40.46% (-6.2%)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

19% less capital invested

Capital invested by funds: $795M → $644M (-$151M)

59% less call options, than puts

Call options by funds: $4.81M | Put options by funds: $11.8M

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
45
Reduced
50
Closed
23
Calls
$4.81M
Puts
$11.8M
Net Calls
-$6.98M
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Western Wealth Management
Colorado
$5.48M +$5.77M +85,215 New
Jones Financial Companies
27
Jones Financial Companies
Missouri
$5.36M -$292K -4,318 -5%
Osaic Holdings
28
Osaic Holdings
Arizona
$5.08M +$344K +5,080 +7%
CWA
29
Consilio Wealth Advisors
Washington
$4.91M +$372K +5,496 +8%
Millennium Management
30
Millennium Management
New York
$4.82M -$1.69M -25,000 -25%
MG
31
Marex Group
$4.43M +$687K +10,147 +17%
Ameriprise
32
Ameriprise
Minnesota
$3.73M -$1.88M -27,726 -32%
SKK
33
Shepherd Kaplan Krochuk
Massachusetts
$3.7M +$1.87M +27,674 +92%
QC
34
Quadrature Capital
United Kingdom
$3.68M +$3.88M +57,331 New
P
35
&Partners
Tennessee
$3.59M +$419K +6,188 +12%
NCM
36
Nearwater Capital Markets
Ireland
$3.56M -$494K -7,300 -12%
ACM
37
Arlington Capital Management
Illinois
$3.26M -$775K -11,451 -18%
Wells Fargo
38
Wells Fargo
California
$3.21M -$1.03M -15,209 -23%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$2.81M -$85.8K -1,267 -3%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.75M +$89.7K +1,325 +3%
TRCT
41
Tower Research Capital (TRC)
New York
$2.67M -$3.49M -51,540 -55%
FTUS
42
Flow Traders U.S.
New York
$2.64M +$2.78M +41,134 New
UBS Group
43
UBS Group
Switzerland
$2.6M +$741K +10,946 +37%
AWM
44
AE Wealth Management
Kansas
$2.46M -$30.5K -450 -1%
WS
45
Wedbush Securities
California
$2.21M +$547K +8,085 +31%
Mariner
46
Mariner
Kansas
$2.21M -$189K -2,794 -8%
VBFP
47
Valtinson Bruner Financial Planning
Minnesota
$2.15M -$951K -14,047 -30%
Stifel Financial
48
Stifel Financial
Missouri
$2.06M -$2.58M -38,042 -54%
CCA
49
Carrera Capital Advisors
Michigan
$2.05M -$956K -14,122 -31%
LPT
50
Legacy Private Trust
Wisconsin
$1.64M -$418K -6,175 -19%