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

128 hedge funds and large institutions have $711M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 36 reducing their positions, and 31 closing their positions.

Holders
128
Holders Change
-13
Holders Change %
-9.22%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
58
Reduced
36
Closed
31
Calls
$1.25M
Puts
$4.41M
Net Calls
-$3.17M
Net Calls Change
-$4.23M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$183M
2
Bank of America
2
Bank of America
North Carolina
$69.4M
3
CPC
3
Consolidated Planning Corp
Georgia
$20M
4
RIG
4
RiverFront Investment Group
Virginia
$29.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.8M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.71M
2
BEI
2
Benjamin Edwards Inc
Missouri
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$40.1M
4
CCA
4
Carrera Capital Advisors
Michigan
$5.06M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$576K 8,590 -1,303 -13%
Corient Private Wealth
77
Corient Private Wealth
Florida
$548K 8,175 -24 -0.3%
BL
78
BCWM LLC
Kansas
$517K 7,713 +7,713 New
IWC
79
Integrated Wealth Concepts
Massachusetts
$498K 7,431 +255 +4%
PTC
80
Private Trust Company
Ohio
$496K 7,402 -515 -7%
TSS
81
Two Sigma Securities
New York
$469K 6,988 +501 +8%
Simplex Trading
82
Simplex Trading
Illinois
$447K 6,671 +1,760 +36%
FAM
83
Formidable Asset Management
Ohio
$427K 5,962 – –
PWM
84
Prosperity Wealth Management
California
$414K 6,176 +2,074 +51%
GLR
85
Great Lakes Retirement
Ohio
$371K 5,532 -216 -4%
HCM
86
Hollencrest Capital Management
California
$361K 5,379 -1,529 -22%
CIA
87
Concurrent Investment Advisors
Florida
$330K 4,917 +1,460 +42%
IA
88
Integrity Alliance
Iowa
$325K 4,851 +661 +16%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$325K 4,842 -10,431 -68%
NRWA
90
North Ridge Wealth Advisors
Oregon
$279K 4,162 +1,269 +44%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$278K 4,149 – –
GM
92
GeoWealth Management
Illinois
$265K 3,946 +3,946 New
AQR Capital Management
93
AQR Capital Management
Connecticut
$256K 3,814 +3,814 New
PCM
94
Prelude Capital Management
New York
$242K 3,610 +3,610 New
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
$235K 3,500 – –
LAS
96
Lloyd Advisory Services
Georgia
$227K 3,382 -366 -10%
PAG
97
Private Advisor Group
New Jersey
$227K 3,381 -344 -9%
SFS
98
Sowell Financial Services
Arkansas
$220K 3,274 +3,274 New
VWA
99
Visionary Wealth Advisors
Illinois
$219K 3,265 -2,820 -46%
MFG
100
Merit Financial Group
Georgia
$215K 3,200 – –
2 3
4
5 6