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

127 hedge funds and large institutions have $555M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

3% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $17.3M

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

0.91% less ownership

Funds ownership: 40.46%39.55% (-0.91%)

5% less funds holding

Funds holding: 134127 (-7)

14% less capital invested

Capital invested by funds: $644M → $555M (-$89.8M)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
127
Holders Change
-7
Holders Change %
-5.22%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
48
Reduced
48
Closed
23
Calls
$17.9M
Puts
$17.3M
Net Calls
+$601K
Net Calls Change
+$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
101
Annis Gardner Whiting Capital Advisors
Florida
$115K +$67.9K +1,041 +137%
PA
102
Parallel Advisors
California
$109K
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$104K +$12.7K +195 +14%
Barclays
104
Barclays
United Kingdom
$96K -$1.04M -15,920 -91%
HCM
105
Hollencrest Capital Management
California
$64.8K -$87K -1,334 -57%
LAS
106
Lloyd Advisory Services
Georgia
$56.8K -$280K -4,295 -83%
KFG
107
Kingdom Financial Group
Arizona
$56.8K +$2.09K +32 +4%
SC
108
Solstein Capital
California
$37.9K
CFG
109
Clayton Financial Group
Missouri
$30.9K +$25.4K +390 +424%
MG
110
Mather Group
Illinois
$27.8K +$28.3K +434 New
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$27.4K +$2.8K +43 +11%
TPCW
112
TD Private Client Wealth
New York
$15.2K +$5.61K +86 +57%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$15K +$15.3K +235 New
NA
114
Networth Advisors
Pennsylvania
$14.4K -$5.54K -85 -27%
WBC
115
West Branch Capital
Massachusetts
$13.6K +$196 +3 +1%
GWM
116
Geneos Wealth Management
Colorado
$12.5K +$130 +2 +1%
DF
117
DecisionPoint Financial
Arizona
$7.11K +$717 +11 +11%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$4.29K +$4.37K +67 New
WTC
119
WhitTier Trust Company
Nevada
$4.03K +$4.11K +63 New
SWM
120
Spire Wealth Management
Virginia
$3.33K
BWL
121
Bogart Wealth LLC
Virginia
$3.27K
Q1WB
122
Quest 10 Wealth Builders
Virginia
$2.56K
AC
123
AlphaCore Capital
California
$1.41K -$2.09K -32 -59%
EWM
124
Evolution Wealth Management
Florida
$1.41K -$1.24K -19 -46%
MCM
125
MAI Capital Management
Ohio
$1.34K -$33.3K -511 -96%