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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 %
KAS
101
Kestra Advisory Services
Texas
$202K 3,007 +3,007 New
FFA
102
Farther Finance Advisors
California
$158K 2,363 +2,363 New
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$112K 1,672 – –
DWA
104
Delos Wealth Advisors
Texas
$110K 1,636 +1,636 New
Barclays
105
Barclays
United Kingdom
$101K 1,500 – –
PB
106
Pinnacle Bancorp
Nebraska
$66.5K 992 – –
AGWCA
107
Annis Gardner Whiting Capital Advisors
Florida
$43.9K 655 +655 New
NFSG
108
Newbridge Financial Services Group
Florida
$33.5K 500 – –
PFBT
109
Parkside Financial Bank & Trust
Missouri
$26.4K 394 +61 +18%
EWA
110
EverSource Wealth Advisors
Alabama
$23.5K 350 -650 -65%
OLVIG
111
Oliver Lagore Vanvalin Investment Group
Michigan
$14.3K 200 +200 New
WBC
112
West Branch Capital
Massachusetts
$13.7K 205 +3 +1%
PS
113
Principal Securities
Iowa
$12.1K 181 +181 New
NA
114
NewEdge Advisors
Louisiana
$8.49K 127 +1 +0.8%
TPCW
115
TD Private Client Wealth
New York
$7.58K 113 -222 -66%
PP
116
Pacifica Partners
Canada
$6.59K 100 – –
PSFG
117
Park Square Financial Group
Georgia
$5.97K 89 +23 +35%
GWM
118
Geneos Wealth Management
Colorado
$4.36K 65 -65 -50%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$4.16K 62 +62 New
SWM
120
Spire Wealth Management
Virginia
$3.49K 52 +25 +93%
BWL
121
Bogart Wealth LLC
Virginia
$3.42K 51 -84 -62%
PA
122
Parallel Advisors
California
$3.15K 47 +47 New
S
123
SignatureFD
Georgia
$3.15K 47 +10 +27%
OP
124
ORG Partners
Indiana
$3K 45 -230 -84%
EWMI
125
EVOLUTION WEALTH MANAGEMENT INC.
Florida
$2.75K 41 +41 New
3 4
5
6 7