PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
133 hedge funds and large institutions have $716M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 38 reducing their positions, and 32 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 38
21% more call options, than puts
Call options by funds: $12.2M | Put options by funds: $10M
1.62% less ownership
Funds ownership: 48.32% → 46.7% (-1.6%)
6% less capital invested
Capital invested by funds: $760M → $716M (-$44.3M)
8% less funds holding
Funds holding: 144 → 133 (-11)
34% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 32
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$57.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.8M |
| 3 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$13.4M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$12.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$27.1M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$24.1M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$17.6M |
| 4 |
CCA
Carrera Capital Advisors
Troy,
Michigan
|
-$15.1M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$14M |
ZROZ Hedge Fund Activity: Q2 2025 in Review
133 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) for Q2 2025, worth a combined $716M — down 5.8% from $760M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of ZROZ and 21 opened new positions — a net loss of 11 holders — while 38 trimmed existing stakes and 61 added.
The largest buyer was Mirae Asset Global Investments, adding an estimated $57.3M. The largest seller was Stifel Financial, cutting an estimated $27.1M.
- 133 institutional investors held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) as of Q2 2025, down from 144 in Q1 2025.
- Funds reported $716M of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund stock for Q2 2025, down 5.8% quarter-over-quarter.
- 21 funds opened new PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund positions in Q2 2025 and 32 closed out, a net change of -11 holders.
- The largest PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund buyer in Q2 2025 was Mirae Asset Global Investments, an estimated $57.3M added.
- The largest PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund seller in Q2 2025 was Stifel Financial, an estimated $27.1M sold.
Based on aggregated 13F filings for Q2 2025.