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

130 hedge funds and large institutions have $714M 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, 59 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-11
Holders Change %
-7.8%
% of All Funds
1.74%
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
59
Reduced
36
Closed
31
Calls
$12.2M
Puts
$10M
Net Calls
+$2.11M
Net Calls Change
+$1.05M

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$58.1M
2
Bank of America
Bank of America
North Carolina
+$15M
3
CPC
Consolidated Planning Corp
Georgia
+$13.5M
4
RIG
RiverFront Investment Group
Virginia
+$12.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$27.5M
2
BEI
Benjamin Edwards Inc
Missouri
-$24.1M
3
RWP
RWA Wealth Partners
Massachusetts
-$17.8M
4
CCA
Carrera Capital Advisors
Michigan
-$15.3M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
101
Merit Financial Group
Georgia
$215K – – –
KAS
102
Kestra Advisory Services
Texas
$202K +$202K +3,007 New
FFA
103
Farther Finance Advisors
California
$158K +$158K +2,363 New
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$112K – – –
DWA
105
Delos Wealth Advisors
Texas
$110K +$110K +1,636 New
Barclays
106
Barclays
United Kingdom
$101K – – –
PB
107
Pinnacle Bancorp
Nebraska
$66.5K – – –
AGWCA
108
Annis Gardner Whiting Capital Advisors
Florida
$43.9K +$43.9K +655 New
NFSG
109
Newbridge Financial Services Group
Florida
$33.5K – – –
PFBT
110
Parkside Financial Bank & Trust
Missouri
$26.4K +$4.09K +61 +18%
EWA
111
EverSource Wealth Advisors
Alabama
$23.5K -$43.6K -650 -65%
OLVIG
112
Oliver Lagore Vanvalin Investment Group
Michigan
$14.3K +$14.3K +200 New
WBC
113
West Branch Capital
Massachusetts
$13.7K +$201 +3 +1%
PS
114
Principal Securities
Iowa
$12.1K +$12.1K +181 New
NA
115
NewEdge Advisors
Louisiana
$8.49K +$67 +1 +0.8%
TPCW
116
TD Private Client Wealth
New York
$7.58K -$14.9K -222 -66%
PP
117
Pacifica Partners
Canada
$6.59K – – –
PSFG
118
Park Square Financial Group
Georgia
$5.97K +$1.54K +23 +35%
GWM
119
Geneos Wealth Management
Colorado
$4.36K -$4.36K -65 -50%
Qube Research & Technologies (QRT)
120
Qube Research & Technologies (QRT)
United Kingdom
$4.16K +$4.16K +62 New
SWM
121
Spire Wealth Management
Virginia
$3.49K +$1.68K +25 +93%
BWL
122
Bogart Wealth LLC
Virginia
$3.42K -$5.64K -84 -62%
PA
123
Parallel Advisors
California
$3.15K +$3.15K +47 New
S
124
SignatureFD
Georgia
$3.15K +$670 +10 +27%
OP
125
ORG Partners
Indiana
$3K -$15.3K -230 -84%
3 4
5
6 7