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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 %
Simplex Trading
101
Simplex Trading
Illinois
$161K 2,347 +1,577 +205%
PTC
102
Private Trust Company
Ohio
$120K 1,746 -2,515 -59%
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$82K 1,195 -88 -7%
TAM
104
Tucker Asset Management
Colorado
$79.3K 1,155 – –
FWM
105
FSA Wealth Management
Massachusetts
$61.8K 900 +600 +200%
MCM
106
MAI Capital Management
Ohio
$55.2K 804 +804 New
DWA
107
Delos Wealth Advisors
Texas
$53K 773 -29,057 -97%
NFSG
108
Newbridge Financial Services Group
Florida
$48.3K 704 -1,498 -68%
AF
109
Allworth Financial
California
$40.5K 595 +595 New
CF
110
Collier Financial
Colorado
$36.7K 535 +535 New
BlackRock
111
BlackRock
New York
$34.3K 500 +500 New
MSWA
112
Marshall & Sterling Wealth Advisors
New York
$32.3K 470 +470 New
PA
113
Parallel Advisors
California
$30.9K 450 – –
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$30K 440 +371 +538%
WBC
115
West Branch Capital
Massachusetts
$28.5K 416 +202 +94%
VHAM
116
Van Hulzen Asset Management
California
$27.6K 402 +402 New
OLVIG
117
Oliver Lagore Vanvalin Investment Group
Michigan
$27.4K 399 – –
PFBT
118
Parkside Financial Bank & Trust
Missouri
$22.9K 333 – –
TPCW
119
TD Private Client Wealth
New York
$22.2K 323 +323 New
CAWM
120
Capital A Wealth Management
Pennsylvania
$21.4K 312 +312 New
T
121
Transce3nd
Texas
$21K 306 +306 New
GI
122
GAMMA Investing
California
$20.4K 298 +43 +17%
NA
123
NewEdge Advisors
Louisiana
$8.61K 125 – –
PP
124
Pacifica Partners
Canada
$6.84K 100 – –
PSFG
125
Park Square Financial Group
Georgia
$6.52K 95 +95 New
3 4
5
6 7