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

134 hedge funds and large institutions have $644M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 131134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6.22% less ownership

Funds ownership: 46.68%40.46% (-6.2%)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

19% less capital invested

Capital invested by funds: $795M → $644M (-$151M)

59% less call options, than puts

Call options by funds: $4.81M | Put options by funds: $11.8M

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
45
Reduced
50
Closed
23
Calls
$4.81M
Puts
$11.8M
Net Calls
-$6.98M
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
51
Prospera Financial Services
Texas
$1.64M +$56.5K +835 +3%
PWM
52
Provident Wealth Management
Tennessee
$1.63M -$21.5K -318 -1%
Simplex Trading
53
Simplex Trading
Illinois
$1.61M +$197K +2,912 +13%
GCM
54
Glaxis Capital Management
Florida
$1.61M +$1.69M +25,000 New
GAG
55
Goodman Advisory Group
Massachusetts
$1.55M +$256K +3,778 +19%
RIM
56
Redwood Investment Management
Arizona
$1.43M +$1.51M +22,318 New
IA
57
IFP Advisors
Florida
$1.38M +$1.46M +21,510 New
HF
58
HRT Financial
New York
$1.36M +$1.44M +21,238 New
Truist Financial
59
Truist Financial
North Carolina
$1.36M -$91.9K -1,357 -6%
WN
60
Williams & Novak
California
$1.35M +$91.1K +1,345 +7%
Barclays
61
Barclays
United Kingdom
$1.12M +$1.08M +15,920 +1,061%
JP Morgan Chase
62
JP Morgan Chase
New York
$1.06M -$28.4K -420 -2%
IWC
63
Integrated Wealth Concepts
Massachusetts
$883K +$255K +3,774 +38%
BlackRock
64
BlackRock
New York
$830K -$1.35M -19,940 -61%
FWM
65
FLP Wealth Management
Arkansas
$819K +$21.9K +324 +3%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$815K +$747K +11,034 +660%
DWA
67
Delos Wealth Advisors
Texas
$781K +$234K +3,457 +40%
SA
68
Sanctuary Advisors
Indiana
$749K +$17.2K +254 +2%
William Blair & Company
69
William Blair & Company
Illinois
$696K +$158K +2,333 +27%
WWA
70
WCG Wealth Advisors
Nevada
$690K +$727K +10,733 New
ASN
71
Advisory Services Network
Georgia
$645K -$1.76K -26 -0.3%
OMC
72
Old Mission Capital
Illinois
$623K +$656K +9,693 New
SG
73
Sankala Group
Colorado
$580K +$574K +8,483 New
TSS
74
Two Sigma Securities
New York
$579K +$155K +2,284 +34%
ECA
75
Elevated Capital Advisors
Utah
$555K -$9.68K -143 -2%