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

130 hedge funds and large institutions have $714M 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, 59 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-11
Holders Change %
-7.8%
% of All Funds
1.74%
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
59
Reduced
36
Closed
31
Calls
$12.2M
Puts
$10M
Net Calls
+$2.11M
Net Calls Change
+$1.05M

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$58.1M
2
Bank of America
Bank of America
North Carolina
+$15M
3
CPC
Consolidated Planning Corp
Georgia
+$13.5M
4
RIG
RiverFront Investment Group
Virginia
+$12.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$27.5M
2
BEI
Benjamin Edwards Inc
Missouri
-$24.1M
3
RWP
RWA Wealth Partners
Massachusetts
-$17.8M
4
CCA
Carrera Capital Advisors
Michigan
-$15.3M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
76
Matisse Capital
Oregon
$584K +$584K +8,700 New
Comerica Bank
77
Comerica Bank
Texas
$576K -$87.4K -1,303 -13%
Corient Private Wealth
78
Corient Private Wealth
Florida
$548K -$1.61K -24 -0.3%
BL
79
BCWM LLC
Kansas
$517K +$517K +7,713 New
IWC
80
Integrated Wealth Concepts
Massachusetts
$498K +$17.1K +255 +4%
PTC
81
Private Trust Company
Ohio
$496K -$34.5K -515 -7%
TSS
82
Two Sigma Securities
New York
$469K +$33.6K +501 +8%
Simplex Trading
83
Simplex Trading
Illinois
$447K +$118K +1,760 +36%
FAM
84
Formidable Asset Management
Ohio
$427K – – –
PWM
85
Prosperity Wealth Management
California
$414K +$139K +2,074 +51%
GLR
86
Great Lakes Retirement
Ohio
$371K -$14.5K -216 -4%
HCM
87
Hollencrest Capital Management
California
$361K -$103K -1,529 -22%
CIA
88
Concurrent Investment Advisors
Florida
$330K +$97.9K +1,460 +42%
IA
89
Integrity Alliance
Iowa
$325K +$44.3K +661 +16%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$325K -$700K -10,431 -68%
NRWA
91
North Ridge Wealth Advisors
Oregon
$279K +$85.1K +1,269 +44%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$278K – – –
GM
93
GeoWealth Management
Illinois
$265K +$265K +3,946 New
AQR Capital Management
94
AQR Capital Management
Connecticut
$256K +$256K +3,814 New
PCM
95
Prelude Capital Management
New York
$242K +$242K +3,610 New
Kovitz Investment Group Partners
96
Kovitz Investment Group Partners
Illinois
$235K – – –
LAS
97
Lloyd Advisory Services
Georgia
$227K -$24.5K -366 -10%
PAG
98
Private Advisor Group
New Jersey
$227K -$23.1K -344 -9%
SFS
99
Sowell Financial Services
Arkansas
$220K +$220K +3,274 New
VWA
100
Visionary Wealth Advisors
Illinois
$219K -$189K -2,820 -46%
2 3
4
5 6