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

128 hedge funds and large institutions have $711M 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, 58 increasing their positions, 36 reducing their positions, and 31 closing their positions.

Holders
128
Holders Change
-13
Holders Change %
-9.22%
% of All Funds
1.72%
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
58
Reduced
36
Closed
31
Calls
$1.25M
Puts
$4.41M
Net Calls
-$3.17M
Net Calls Change
-$4.23M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$183M
2
Bank of America
2
Bank of America
North Carolina
$69.4M
3
CPC
3
Consolidated Planning Corp
Georgia
$20M
4
RIG
4
RiverFront Investment Group
Virginia
$29.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.8M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.71M
2
BEI
2
Benjamin Edwards Inc
Missouri
$0
3
RWP
3
RWA Wealth Partners
Massachusetts
$40.1M
4
CCA
4
Carrera Capital Advisors
Michigan
$5.06M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$6.8M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
126
Evolution Wealth Management
Florida
$2.75K 41 +41 New
BCMLT
127
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.75K 41 +1 +3%
T
128
Transce3nd
Texas
$2.21K 33 +8 +32%
MCM
129
MAI Capital Management
Ohio
$2.1K 31 -172 -85%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$1.43K 21 – –
BEI
131
Benjamin Edwards Inc
Missouri
– – -336,812 Closed
CIM
132
Confluence Investment Management
Missouri
– – -125,161 Closed
TI
133
TrueMark Investments
Illinois
– – -77,492 Closed
WWA
134
WCG Wealth Advisors
Nevada
– – -76,629 Closed
CCM
135
Callodine Capital Management
Massachusetts
– – -25,000 Closed
EIA
136
Eldridge Investment Advisors
New Hampshire
– – -23,788 Closed
TI
137
Tidal Investments
Wisconsin
– – -19,128 Closed
GCM
138
Glaxis Capital Management
Florida
– – -16,925 Closed
EWA
139
EQ Wealth Advisors
Texas
– – -15,230 Closed
CAS
140
Coppell Advisory Solutions
Texas
– – -15,151 Closed
LFAS
141
Level Four Advisory Services
Texas
– – -12,278 Closed
MWM
142
Maridea Wealth Management
New York
– – -10,910 Closed
AI
143
Atria Investments
North Carolina
– – -10,341 Closed
AWS
144
Atria Wealth Solutions
New York
– – -5,711 Closed
EFM
145
E Fund Management
China
– – -5,139 Closed
EFMH
146
E Fund Management (HK)
Hong Kong
– – -5,139 Closed
BOSSRA
147
B.O.S.S. Retirement Advisors
Utah
– – -4,081 Closed
TC
148
TownSquare Capital
Utah
– – -3,531 Closed
BFF
149
Byrne Financial Freedom
Massachusetts
– – -3,523 Closed
RWM
150
Revisor Wealth Management
Ohio
– – -2,910 Closed
3 4 5
6
7