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

131 hedge funds and large institutions have $795M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

11% more capital invested

Capital invested by funds: $716M → $795M (+$79.1M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.02% less ownership

Funds ownership: 46.7%46.68% (-0.02%)

0% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $11.7M

2% less funds holding

Funds holding: 133131 (-2)

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
49
Reduced
43
Closed
20
Calls
$11.6M
Puts
$11.7M
Net Calls
-$28K
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
LPT
51
Legacy Private Trust
Wisconsin
$2.16M -$287K -4,375 -12%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$2.11M -$3.87K -59 -0.2%
SKK
53
Shepherd Kaplan Krochuk
Massachusetts
$2.04M -$1.17M -17,830 -37%
UBS Group
54
UBS Group
Switzerland
$2M +$68.6K +1,048 +4%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.84M -$2M -30,577 -53%
WS
56
Wedbush Securities
California
$1.79M -$73.3K -1,119 -4%
PWM
57
Provident Wealth Management
Tennessee
$1.74M +$17K +259 +1%
PFS
58
Prospera Financial Services
Texas
$1.67M +$93.3K +1,424 +6%
Truist Financial
59
Truist Financial
North Carolina
$1.53M -$16.3K -249 -1%
FAIM
60
Financial Advocates Investment Management
Washington
$1.53M +$1.47M +22,499 New
Simplex Trading
61
Simplex Trading
Illinois
$1.5M +$1.01M +15,434 +231%
GAG
62
Goodman Advisory Group
Massachusetts
$1.38M -$350K -5,350 -21%
WN
63
Williams & Novak
California
$1.33M +$1.28M +19,615 New
TI
64
Tidal Investments
Wisconsin
$1.24M +$1.21M +18,417 New
JP Morgan Chase
65
JP Morgan Chase
New York
$1.15M -$124K -1,893 -10%
GS
66
GTS Securities
New York
$846K -$4.11M -62,709 -83%
FWM
67
FLP Wealth Management
Arkansas
$845K +$242K +3,689 +42%
SA
68
Sanctuary Advisors
Indiana
$775K -$11K -168 -1%
ASN
69
Advisory Services Network
Georgia
$684K -$3.73K -57 -0.6%
IWC
70
Integrated Wealth Concepts
Massachusetts
$677K +$166K +2,537 +34%
BA
71
Ballew Advisors
Mississippi
$604K +$570K +8,704 New
AFA
72
Allium Financial Advisors
Oregon
$604K
ECA
73
Elevated Capital Advisors
Utah
$596K -$33.3K -509 -5%
DWA
74
Delos Wealth Advisors
Texas
$591K +$463K +7,062 +432%
William Blair & Company
75
William Blair & Company
Illinois
$578K -$133K -2,024 -19%