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

131 hedge funds and large institutions have $795M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

11% more capital invested

Capital invested by funds: $716M → $795M (+$79.1M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.02% less ownership

Funds ownership: 46.7%46.68% (-0.02%)

0% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $11.7M

2% less funds holding

Funds holding: 133131 (-2)

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
49
Reduced
43
Closed
20
Calls
$11.6M
Puts
$11.7M
Net Calls
-$28K
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
76
BCWM LLC
Kansas
$545K +$19.8K +302 +4%
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$511K +$492K +7,517 New
FIA
78
Foundations Investment Advisors
Arizona
$484K -$170K -2,600 -27%
PTC
79
Private Trust Company
Ohio
$469K -$32.4K -495 -7%
MA
80
Mutual Advisors
Nebraska
$460K -$775K -11,830 -64%
TSS
81
Two Sigma Securities
New York
$457K -$17.4K -265 -4%
CRI
82
Colonial River Investments
Virginia
$456K -$163K -2,481 -27%
AWM
83
Axxcess Wealth Management
California
$456K -$151K -2,304 -26%
NRWA
84
North Ridge Wealth Advisors
Oregon
$438K +$149K +2,282 +55%
FAM
85
Formidable Asset Management
Ohio
$433K +$32.3K +493 +8%
SW
86
Simplicity Wealth
New Jersey
$432K +$417K +6,362 New
HighTower Advisors
87
HighTower Advisors
Illinois
$425K -$1M -15,313 -71%
GLR
88
Great Lakes Retirement
Ohio
$354K -$21.4K -327 -6%
CIA
89
Concurrent Investment Advisors
Florida
$352K +$17.4K +266 +5%
IA
90
Integrity Alliance
Iowa
$332K +$1.77K +27 +0.6%
VWA
91
Visionary Wealth Advisors
Illinois
$319K +$93.6K +1,429 +44%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$282K
BFF
93
Byrne Financial Freedom
Massachusetts
$278K +$268K +4,085 New
AQR Capital Management
94
AQR Capital Management
Connecticut
$259K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$258K -$68.8K -1,050 -22%
TCCM
96
Timber Creek Capital Management
Massachusetts
$250K -$2.47M -37,677 -91%
Kovitz Investment Group Partners
97
Kovitz Investment Group Partners
Illinois
$238K
PAG
98
Private Advisor Group
New Jersey
$238K +$7.66K +117 +3%
SFS
99
Sowell Financial Services
Arkansas
$224K +$1.05K +16 +0.5%
LAS
100
Lloyd Advisory Services
Georgia
$217K -$12.3K -188 -6%