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

133 hedge funds and large institutions have $716M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

6% less funds holding

Funds holding: 142133 (-9)

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.2M
Puts
$10M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$220K
VWA
102
Visionary Wealth Advisors
Illinois
$219K
MFG
103
Merit Financial Group
Georgia
$215K
KAS
104
Kestra Advisory Services
Texas
$202K
FFA
105
Farther Finance Advisors
California
$158K
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$112K
DWA
107
Delos Wealth Advisors
Texas
$110K
Barclays
108
Barclays
United Kingdom
$101K
PB
109
Pinnacle Bancorp
Nebraska
$66.5K
AGWCA
110
Annis Gardner Whiting Capital Advisors
Florida
$43.9K
NFSG
111
Newbridge Financial Services Group
Florida
$33.5K
PFBT
112
Parkside Financial Bank & Trust
Missouri
$26.4K
EWA
113
EverSource Wealth Advisors
Alabama
$23.5K
OLVIG
114
Oliver Lagore Vanvalin Investment Group
Michigan
$14.3K
WBC
115
West Branch Capital
Massachusetts
$13.7K
PS
116
Principal Securities
Iowa
$12.1K
NA
117
NewEdge Advisors
Louisiana
$8.49K
TPCW
118
TD Private Client Wealth
New York
$7.58K
PP
119
Pacifica Partners
Canada
$6.59K
PSFG
120
Park Square Financial Group
Georgia
$5.97K
GWM
121
Geneos Wealth Management
Colorado
$4.36K
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$4.16K
SWM
123
Spire Wealth Management
Virginia
$3.49K
BWL
124
Bogart Wealth LLC
Virginia
$3.42K
PA
125
Parallel Advisors
California
$3.15K