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

144 hedge funds and large institutions have $760M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

11% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $9.31M

2% more funds holding

Funds holding: 141144 (+3)

1.07% more ownership

Funds ownership: 47.25%48.32% (+1.1%)

5% more capital invested

Capital invested by funds: $725M → $760M (+$35.4M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 59

Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
33
Increased
42
Reduced
59
Closed
28
Calls
$10.4M
Puts
$9.31M
Net Calls
+$1.07M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
101
B.O.S.S. Retirement Advisors
Utah
$292K -$677K -9,702 -70%
LAS
102
Lloyd Advisory Services
Georgia
$268K -$3.24M -46,446 -93%
PAG
103
Private Advisor Group
New Jersey
$267K -$31.7K -454 -11%
TC
104
TownSquare Capital
Utah
$253K +$247K +3,531 New
BFF
105
Byrne Financial Freedom
Massachusetts
$252K -$10.8M -154,791 -98%
Kovitz Investment Group Partners
106
Kovitz Investment Group Partners
Illinois
$251K +$244K +3,500 New
CIA
107
Concurrent Investment Advisors
Florida
$248K +$241K +3,457 New
AWA
108
Authentikos Wealth Advisory
California
$241K -$113K -1,612 -32%
MFG
109
Merit Financial Group
Georgia
$229K -$67.2K -963 -23%
RWM
110
Revisor Wealth Management
Ohio
$208K +$203K +2,910 New
NRWA
111
North Ridge Wealth Advisors
Oregon
$207K -$142K -2,039 -41%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$206K -$71.9K -1,030 -26%
FA
113
Fermata Advisors
California
$203K -$45.7K -654 -19%
Wolverine Trading
114
Wolverine Trading
Illinois
$200K -$259K -3,709 -57%
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$120K +$33.3K +477 +40%
Barclays
116
Barclays
United Kingdom
$107K -$97.8K -1,400 -48%
EWA
117
EverSource Wealth Advisors
Alabama
$71.6K +$69.8K +1,000 New
PB
118
Pinnacle Bancorp
Nebraska
$71.1K +$69.3K +992 New
NFSG
119
Newbridge Financial Services Group
Florida
$35.8K -$14.2K -204 -29%
TPCW
120
TD Private Client Wealth
New York
$24K +$838 +12 +4%
PFBT
121
Parkside Financial Bank & Trust
Missouri
$23.9K
OP
122
ORG Partners
Indiana
$19.8K +$17.3K +248 +919%
LRWM
123
Lord & Richards Wealth Management
Colorado
$15K +$14.7K +210 New
MCM
124
MAI Capital Management
Ohio
$14.5K -$42K -601 -75%
WBC
125
West Branch Capital
Massachusetts
$14.5K -$14.9K -214 -51%