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

144 hedge funds and large institutions have $760M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

11% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $9.31M

2% more funds holding

Funds holding: 141144 (+3)

1.07% more ownership

Funds ownership: 47.25%48.32% (+1.1%)

5% more capital invested

Capital invested by funds: $725M → $760M (+$35.4M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 59

Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
33
Increased
42
Reduced
59
Closed
28
Calls
$10.4M
Puts
$9.31M
Net Calls
+$1.07M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
51
GTS Securities
New York
$2.38M +$2.32M +33,166 New
OIS
52
Okabena Investment Services
Minnesota
$2.29M +$213K +3,053 +11%
CIG
53
CHB Investment Group
Pennsylvania
$2.29M +$144K +2,063 +7%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$2.18M -$19.6K -280 -0.9%
ACM
55
Andina Capital Management
Utah
$2.13M +$2.07M +29,680 New
PWM
56
Provident Wealth Management
Tennessee
$1.87M -$142K -2,032 -7%
CCM
57
Callodine Capital Management
Massachusetts
$1.79M +$1.75M +25,000 New
EIA
58
Eldridge Investment Advisors
New Hampshire
$1.7M +$1.66M +23,788 New
WS
59
Wedbush Securities
California
$1.66M +$140K +1,998 +9%
CAS
60
Coppell Advisory Solutions
Texas
$1.52M +$895K +12,811 +547%
Mariner
61
Mariner
Kansas
$1.35M -$36.3K -520 -3%
TI
62
Tidal Investments
Wisconsin
$1.35M +$1.34M +19,128 New
GCM
63
Glaxis Capital Management
Florida
$1.21M +$1.18M +16,925 New
Truist Financial
64
Truist Financial
North Carolina
$1.12M -$21.1K -302 -2%
MA
65
Mutual Advisors
Nebraska
$1.11M +$1.13M +16,239 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$1.09M +$1.04M +14,833 +3,371%
EWA
67
EQ Wealth Advisors
Texas
$1.09M -$62K -888 -6%
FWM
68
FLP Wealth Management
Arkansas
$1.08M -$3.49K -50 -0.3%
PFS
69
Prospera Financial Services
Texas
$1.07M +$4.61K +66 +0.4%
William Blair & Company
70
William Blair & Company
Illinois
$1M +$65.9K +944 +7%
SA
71
Sanctuary Advisors
Indiana
$924K +$105K +1,504 +13%
LFAS
72
Level Four Advisory Services
Texas
$879K +$857K +12,278 New
MWM
73
Maridea Wealth Management
New York
$781K +$116K +1,658 +18%
HighTower Advisors
74
HighTower Advisors
Illinois
$764K +$300K +4,300 +67%
AI
75
Atria Investments
North Carolina
$741K +$75.9K +1,087 +12%