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

140 hedge funds and large institutions have $725M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 28 closing their positions.

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
43
Reduced
44
Closed
28
Calls
$8.13M
Puts
$9.59M
Net Calls
-$1.46M
Net Calls Change
+$19.9M

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$53.6M
2
BEI
2
Benjamin Edwards Inc
Missouri
$34.7M
3
Stifel Financial
3
Stifel Financial
Missouri
$62.2M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$91.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$43.9M
2
HWM
2
Horizon Wealth Management
Illinois
$308K
3
LPL Financial
3
LPL Financial
California
$59.2M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$25.9M
Name Market Value Shares Shares
Change 		Shares
Change %
GLR
76
Great Lakes Retirement
Ohio
$504K 7,253 -212 -3%
IWC
77
Integrated Wealth Concepts
Massachusetts
$493K 7,180 -1,882 -21%
HCM
78
Hollencrest Capital Management
California
$474K 6,902 -1,825 -21%
Wolverine Trading
79
Wolverine Trading
Illinois
$459K 6,549 +6,549 New
SL
80
SWMG LLC
Texas
$442K 6,481 -268 -4%
HighTower Advisors
81
HighTower Advisors
Illinois
$437K 6,371 +954 +18%
ACP
82
Aveo Capital Partners
Colorado
$437K 6,365 +2,048 +47%
AWS
83
Atria Wealth Solutions
New York
$392K 5,711 – –
Comerica Bank
84
Comerica Bank
Texas
$373K 5,434 +5,434 New
FAM
85
Formidable Asset Management
Ohio
$365K 5,323 +2,104 +65%
AWA
86
Authentikos Wealth Advisory
California
$342K 4,982 +358 +8%
NRWA
87
North Ridge Wealth Advisors
Oregon
$338K 4,932 -3,486 -41%
KAS
88
Kestra Advisory Services
Texas
$320K 4,670 +4,670 New
SFO
89
Stokes Family Office
Louisiana
$319K 4,650 +900 +24%
HWM
90
Horizon Wealth Management
Illinois
$308K 4,486 -342,453 -99%
BHPW
91
Beverly Hills Private Wealth
California
$305K 4,439 +4,439 New
PAG
92
Private Advisor Group
New Jersey
$287K 4,179 -2,729 -40%
MFG
93
Merit Financial Group
Georgia
$286K 4,163 +663 +19%
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$285K 4,149 -295 -7%
Bank of New York Mellon
95
Bank of New York Mellon
New York
$268K 3,900 +3,900 New
SPIA
96
Steward Partners Investment Advisory
New York
$267K 3,895 -825 -17%
FA
97
Fermata Advisors
California
$239K 3,488 +3,488 New
GM
98
GeoWealth Management
Illinois
$231K 3,372 +2,692 +396%
Barclays
99
Barclays
United Kingdom
$199K 2,900 – –
CAS
100
Coppell Advisory Solutions
Texas
$164K 2,340 – –
2 3
4
5 6