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

134 hedge funds and large institutions have $644M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 131134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6.22% less ownership

Funds ownership: 46.68%40.46% (-6.2%)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

19% less capital invested

Capital invested by funds: $795M → $644M (-$151M)

59% less call options, than puts

Call options by funds: $4.81M | Put options by funds: $11.8M

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
45
Reduced
50
Closed
23
Calls
$4.81M
Puts
$11.8M
Net Calls
-$6.98M
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
BFF
101
Byrne Financial Freedom
Massachusetts
$204K -$61.4K -907 -22%
SFS
102
Sowell Financial Services
Arkansas
$204K -$8.12K -120 -4%
IAIM
103
International Assets Investment Management
Florida
$166K +$175K +2,590 New
Comerica Bank
104
Comerica Bank
Texas
$153K -$4.87K -72 -3%
FFA
105
Farther Finance Advisors
California
$152K
HCM
106
Hollencrest Capital Management
California
$151K +$338 +5 +0.2%
PA
107
Parallel Advisors
California
$109K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$92K -$160K -2,361 -62%
TAM
109
Tucker Asset Management
Colorado
$81K +$85.4K +1,261 New
WWA
110
Wealth Watch Advisors
Colorado
$65.1K -$68 -1 -0.1%
KAS
111
Kestra Advisory Services
Texas
$61.2K +$64.5K +953 New
KFG
112
Kingdom Financial Group
Arizona
$54.9K +$57.9K +855 New
AGWCA
113
Annis Gardner Whiting Capital Advisors
Florida
$48.7K
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$41.8K +$39.9K +589 +950%
SC
115
Solstein Capital
California
$38K +$40.1K +592 New
MCM
116
MAI Capital Management
Ohio
$34.2K +$35.8K +529 +17,633%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$25.4K +$26.1K +385 New
EWA
118
EverSource Wealth Advisors
Alabama
$22.5K
NA
119
Networth Advisors
Pennsylvania
$19.9K +$21K +310 New
WBC
120
West Branch Capital
Massachusetts
$13.5K +$135 +2 +1%
GWM
121
Geneos Wealth Management
Colorado
$12.4K -$2.23K -33 -15%
TPCW
122
TD Private Client Wealth
New York
$9.77K
FHA
123
Flagship Harbor Advisors
Massachusetts
$9.25K +$9.75K +144 New
NA
124
NewEdge Advisors
Louisiana
$8.21K +$68 +1 +0.8%
DF
125
DecisionPoint Financial
Arizona
$6.42K +$6.77K +100 New