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

141 hedge funds and large institutions have $757M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
41
Reduced
58
Closed
27
Calls
$10.4M
Puts
$9.31M
Net Calls
+$1.07M
Net Calls Change
+$2.52M

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$131M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.6M
3
Bank of America
Bank of America
North Carolina
$58.1M
4
SPIA
Steward Partners Investment Advisory
New York
$10.4M
5
OC
Oppenheimer & Co
New York
$7.56M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$34.4M
2
Jane Street
Jane Street
New York
$609K
3
BEI
Benjamin Edwards Inc
Missouri
$24.1M
4
BFF
Byrne Financial Freedom
Massachusetts
$252K
5
Citadel Advisors
Citadel Advisors
Florida
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
101
Private Advisor Group
New Jersey
$267K -$32.5K -454 -11%
TC
102
TownSquare Capital
Utah
$253K +$253K +3,531 New
BFF
103
Byrne Financial Freedom
Massachusetts
$252K -$11.1M -154,791 -98%
Kovitz Investment Group Partners
104
Kovitz Investment Group Partners
Illinois
$251K +$251K +3,500 New
CIA
105
Concurrent Investment Advisors
Florida
$248K +$248K +3,457 New
MFG
106
Merit Financial Group
Georgia
$229K -$69K -963 -23%
RWM
107
Revisor Wealth Management
Ohio
$208K +$208K +2,910 New
NRWA
108
North Ridge Wealth Advisors
Oregon
$207K -$146K -2,039 -41%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$206K -$73.8K -1,030 -26%
FA
110
Fermata Advisors
California
$203K -$46.8K -654 -19%
Wolverine Trading
111
Wolverine Trading
Illinois
$200K -$261K -3,709 -57%
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$120K +$34.2K +477 +40%
Barclays
113
Barclays
United Kingdom
$107K -$99.9K -1,400 -48%
EWA
114
EverSource Wealth Advisors
Alabama
$71.6K +$71.6K +1,000 New
PB
115
Pinnacle Bancorp
Nebraska
$71.1K +$71.1K +992 New
NFSG
116
Newbridge Financial Services Group
Florida
$35.8K -$14.6K -204 -29%
TPCW
117
TD Private Client Wealth
New York
$24K +$860 +12 +4%
PFBT
118
Parkside Financial Bank & Trust
Missouri
$23.9K – – –
OP
119
ORG Partners
Indiana
$19.8K +$17.9K +248 +919%
LRWM
120
Lord & Richards Wealth Management
Colorado
$15K +$15K +210 New
MCM
121
MAI Capital Management
Ohio
$14.5K -$43K -601 -75%
WBC
122
West Branch Capital
Massachusetts
$14.5K -$15.4K -214 -51%
AssetMark Inc
123
AssetMark Inc
California
$12.6K +$12.6K +176 New
HT
124
Headlands Technologies
Illinois
$10.7K +$10.7K +150 New
BWL
125
Bogart Wealth LLC
Virginia
$9.67K +$6.02K +84 +165%
3 4
5
6 7