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

141 hedge funds and large institutions have $757M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
41
Reduced
58
Closed
27
Calls
$10.4M
Puts
$9.31M
Net Calls
+$1.07M
Net Calls Change
+$2.52M

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$131M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.6M
3
Bank of America
Bank of America
North Carolina
$58.1M
4
SPIA
Steward Partners Investment Advisory
New York
$10.4M
5
OC
Oppenheimer & Co
New York
$7.56M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$34.4M
2
Jane Street
Jane Street
New York
$609K
3
BEI
Benjamin Edwards Inc
Missouri
$24.1M
4
BFF
Byrne Financial Freedom
Massachusetts
$252K
5
Citadel Advisors
Citadel Advisors
Florida
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIS
51
Okabena Investment Services
Minnesota
$2.29M +$219K +3,053 +11%
CIG
52
CHB Investment Group
Pennsylvania
$2.29M +$148K +2,063 +7%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$2.18M -$20.1K -280 -0.9%
ACM
54
Andina Capital Management
Utah
$2.13M +$2.13M +29,680 New
PWM
55
Provident Wealth Management
Tennessee
$1.87M -$146K -2,032 -7%
CCM
56
Callodine Capital Management
Massachusetts
$1.79M +$1.79M +25,000 New
EIA
57
Eldridge Investment Advisors
New Hampshire
$1.7M +$1.7M +23,788 New
WS
58
Wedbush Securities
California
$1.66M +$143K +1,998 +9%
CAS
59
Coppell Advisory Solutions
Texas
$1.52M +$1.29M +12,811 +547%
Mariner
60
Mariner
Kansas
$1.35M -$37.2K -520 -3%
TI
61
Tidal Investments
Wisconsin
$1.35M +$1.35M +19,128 New
GCM
62
Glaxis Capital Management
Florida
$1.21M +$1.21M +16,925 New
Truist Financial
63
Truist Financial
North Carolina
$1.12M -$21.6K -302 -2%
MA
64
Mutual Advisors
Nebraska
$1.11M +$1.11M +16,239 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$1.09M +$1.06M +14,833 +3,371%
EWA
66
EQ Wealth Advisors
Texas
$1.09M -$63.6K -888 -6%
FWM
67
FLP Wealth Management
Arkansas
$1.08M -$3.58K -50 -0.3%
PFS
68
Prospera Financial Services
Texas
$1.07M +$4.73K +66 +0.4%
William Blair & Company
69
William Blair & Company
Illinois
$1M +$67.6K +944 +7%
LFAS
70
Level Four Advisory Services
Texas
$879K +$879K +12,278 New
MWM
71
Maridea Wealth Management
New York
$781K +$119K +1,658 +18%
HighTower Advisors
72
HighTower Advisors
Illinois
$764K +$308K +4,300 +67%
AI
73
Atria Investments
North Carolina
$741K +$77.9K +1,087 +12%
Comerica Bank
74
Comerica Bank
Texas
$709K +$319K +4,459 +82%
ASN
75
Advisory Services Network
Georgia
$708K -$33.5K -467 -5%
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