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

127 hedge funds and large institutions have $555M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

3% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $17.3M

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

0.91% less ownership

Funds ownership: 40.46%39.55% (-0.91%)

5% less funds holding

Funds holding: 134127 (-7)

14% less capital invested

Capital invested by funds: $644M → $555M (-$89.8M)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
127
Holders Change
-7
Holders Change %
-5.22%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
48
Reduced
48
Closed
23
Calls
$17.9M
Puts
$17.3M
Net Calls
+$601K
Net Calls Change
+$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
FLP Wealth Management
Arkansas
$1.36M +$555K +8,514 +67%
NL
52
NVWM LLC
Pennsylvania
$1.33M +$1.35M +20,756 New
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$1.29M -$5.08M -77,837 -79%
WN
54
Williams & Novak
California
$1.28M -$50.4K -773 -4%
VBFP
55
Valtinson Bruner Financial Planning
Minnesota
$1.26M -$896K -13,744 -41%
FTUS
56
Flow Traders U.S.
New York
$1.26M -$1.4M -21,479 -52%
GRR
57
Golden Reserve Retirement
Ohio
$1.19M +$719K +11,031 +147%
JP Morgan Chase
58
JP Morgan Chase
New York
$1.18M +$113K +1,735 +11%
LPT
59
Legacy Private Trust
Wisconsin
$1.09M -$556K -8,525 -33%
TRCT
60
Tower Research Capital (TRC)
New York
$1.03M -$1.66M -25,495 -61%
AIP
61
Almanack Investment Partners
Pennsylvania
$985K +$1M +15,396 New
IWC
62
Integrated Wealth Concepts
Massachusetts
$924K +$45.1K +692 +5%
IMC Chicago
63
IMC Chicago
Illinois
$889K +$905K +13,884 New
William Blair & Company
64
William Blair & Company
Illinois
$830K +$139K +2,133 +20%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$808K -$4.96K -76 -0.6%
PUI
66
Purpose Unlimited Inc
$807K +$827K +12,688 New
AAS
67
Annex Advisory Services
Wisconsin
$795K -$60.7M -931,054 -99%
GC
68
Guggenheim Capital
Illinois
$759K +$773K +11,862 New
WWM
69
Whalen Wealth Management
Nevada
$710K +$723K +11,095 New
ASN
70
Advisory Services Network
Georgia
$600K -$43.6K -668 -7%
SG
71
Sankala Group
Colorado
$539K -$1.17K -18 -0.2%
CRI
72
Colonial River Investments
Virginia
$513K +$33.5K +514 +7%
NA
73
NewEdge Advisors
Louisiana
$494K +$495K +7,587 +5,927%
BA
74
Ballew Advisors
Mississippi
$472K -$19.8K -303 -4%
SW
75
Simplicity Wealth
New Jersey
$456K +$25.4K +389 +6%