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

134 hedge funds and large institutions have $644M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 131134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6.22% less ownership

Funds ownership: 46.68%40.46% (-6.2%)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

19% less capital invested

Capital invested by funds: $795M → $644M (-$151M)

59% less call options, than puts

Call options by funds: $4.81M | Put options by funds: $11.8M

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
45
Reduced
50
Closed
23
Calls
$4.81M
Puts
$11.8M
Net Calls
-$6.98M
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$543K -$1.53M -22,599 -73%
NRWA
77
North Ridge Wealth Advisors
Oregon
$504K +$94.7K +1,399 +22%
BA
78
Ballew Advisors
Mississippi
$501K -$65.4K -966 -11%
GRR
79
Golden Reserve Retirement
Ohio
$482K +$508K +7,506 New
CRI
80
Colonial River Investments
Virginia
$481K +$52.6K +777 +12%
AWM
81
Axxcess Wealth Management
California
$473K +$45K +664 +10%
IAS
82
Insigneo Advisory Services
Florida
$463K +$487K +7,200 New
PTC
83
Private Trust Company
Ohio
$444K +$677 +10 +0.1%
SW
84
Simplicity Wealth
New Jersey
$433K +$25.1K +371 +6%
BL
85
BCWM LLC
Kansas
$417K -$104K -1,529 -19%
MA
86
Mutual Advisors
Nebraska
$416K -$5.82K -86 -1%
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$345K -$145K -2,149 -29%
Creative Planning
88
Creative Planning
Kansas
$340K +$358K +5,291 New
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$334K -$2.48M -36,700 -88%
LAS
90
Lloyd Advisory Services
Georgia
$333K +$135K +1,988 +62%
GLR
91
Great Lakes Retirement
Ohio
$314K -$25.7K -380 -7%
TCCM
92
Timber Creek Capital Management
Massachusetts
$307K +$73.7K +1,089 +30%
SPIA
93
Steward Partners Investment Advisory
New York
$304K -$5.36M -79,172 -94%
CIA
94
Concurrent Investment Advisors
Florida
$300K -$34.6K -511 -10%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$299K -$1.51M -22,364 -83%
IA
96
Integrity Alliance
Iowa
$287K -$27.4K -405 -8%
AWA
97
Authentikos Wealth Advisory
California
$275K -$2M -29,489 -87%
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$267K
AQR Capital Management
99
AQR Capital Management
Connecticut
$245K
VWA
100
Visionary Wealth Advisors
Illinois
$245K -$59.6K -881 -19%