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

128 hedge funds and large institutions have $711M 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, 58 increasing their positions, 36 reducing their positions, and 31 closing their positions.

Holders
128
Holders Change
-13
Holders Change %
-9.22%
% of All Funds
1.72%
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
58
Reduced
36
Closed
31
Calls
$1.25M
Puts
$4.41M
Net Calls
-$3.17M
Net Calls Change
-$4.23M

Top Buyers

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

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.71M
2
BEI
2
Benjamin Edwards Inc
Missouri
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$40.1M
4
CCA
4
Carrera Capital Advisors
Michigan
$5.06M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.8M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$1.91M 28,427 -33,762 -54%
Osaic Holdings
52
Osaic Holdings
Arizona
$1.89M 27,689 -52,427 -65%
WS
53
Wedbush Securities
California
$1.84M 27,416 +4,232 +18%
GAG
54
Goodman Advisory Group
Massachusetts
$1.72M 25,681 -112,389 -81%
PWM
55
Provident Wealth Management
Tennessee
$1.7M 25,399 -743 -3%
TRCT
56
Tower Research Capital (TRC)
New York
$1.6M 23,895 +23,769 +18,864%
PFS
57
Prospera Financial Services
Texas
$1.56M 23,215 +8,291 +56%
ACM
58
Andina Capital Management
Utah
$1.54M 22,937 -6,743 -23%
Truist Financial
59
Truist Financial
North Carolina
$1.53M 22,807 +7,122 +45%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.45M 21,572 +10,901 +102%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$1.26M 18,825 +9,623 +105%
Mariner
62
Mariner
Kansas
$1.24M 18,553 -362 -2%
MA
63
Mutual Advisors
Nebraska
$1.18M 18,391 +2,152 +13%
QC
64
Quadrature Capital
United Kingdom
$948K 14,139 +14,139 New
William Blair & Company
65
William Blair & Company
Illinois
$706K 10,527 -3,462 -25%
Northern Trust
66
Northern Trust
Illinois
$671K 10,000 +10,000 New
SG
67
StoneX Group
New York
$671K 10,000 +10,000 New
ECA
68
Elevated Capital Advisors
Utah
$665K 9,286 – –
ASN
69
Advisory Services Network
Georgia
$657K 10,124 +244 +2%
FIA
70
Foundations Investment Advisors
Arizona
$652K 9,722 +2,794 +40%
AWM
71
Axxcess Wealth Management
California
$604K 9,009 +9,009 New
CRI
72
Colonial River Investments
Virginia
$599K 9,198 +730 +9%
OC
73
Oppenheimer & Co
New York
$599K 8,928 -96,568 -92%
AFA
74
Allium Financial Advisors
Oregon
$596K 8,883 – –
MC
75
Matisse Capital
Oregon
$584K 8,700 +8,700 New
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3
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