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

140 hedge funds and large institutions have $725M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
43
Reduced
44
Closed
28
Calls
$8.13M
Puts
$9.59M
Net Calls
-$1.46M
Net Calls Change
+$19.9M

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$53.6M
2
BEI
2
Benjamin Edwards Inc
Missouri
$34.7M
3
Stifel Financial
3
Stifel Financial
Missouri
$62.2M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$91.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$43.9M
2
HWM
2
Horizon Wealth Management
Illinois
$308K
3
LPL Financial
3
LPL Financial
California
$59.2M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Q1WB
126
Quest 10 Wealth Builders
Virginia
$5.08K +$5.08K +74 New
GWM
127
Geneos Wealth Management
Colorado
$4.94K – – –
CWC
128
Carolinas Wealth Consulting
North Carolina
$4.59K +$3.63K +53 +379%
PA
129
Pineridge Advisors
Missouri
$3.92K -$1.65K -24 -30%
DRP
130
Decker Retirement Planning
Utah
$3.58K +$3.58K +52 New
BWL
131
Bogart Wealth LLC
Virginia
$3.5K – – –
BCMLT
132
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.75K -$56.9K -829 -95%
S
133
SignatureFD
Georgia
$2.56K +$2.56K +37 New
SWM
134
Spire Wealth Management
Virginia
$1.85K -$12.4K -181 -87%
OP
135
ORG Partners
Indiana
$1.85K +$1.85K +27 New
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$1.39K – – –
US Bancorp
137
US Bancorp
Minnesota
$1.24K +$1.24K +18 New
RWPA
138
Richard W. Paul & Associates
Michigan
$769 +$70 +1 +10%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$684 -$20.9K -305 -97%
CAM
140
Creekmur Asset Management
Illinois
$41 – – –
FAIM
141
Financial Advocates Investment Management
Washington
– -$13.7M -166,730 Closed
USCWA
142
U.S. Capital Wealth Advisors
Texas
– -$12.8M -155,542 Closed
CBB
143
Citizens Business Bank
California
– -$9.91M -120,224 Closed
HWP
144
Heritage Wealth Partners
Ohio
– -$6.32M -76,685 Closed
TCCM
145
Timber Creek Capital Management
Massachusetts
– -$6.23M -75,546 Closed
JFG
146
Jefferies Financial Group
New York
– -$6.22M -75,506 Closed
SKK
147
Shepherd Kaplan Krochuk
Massachusetts
– -$5.85M -70,976 Closed
Goldman Sachs
148
Goldman Sachs
New York
– -$2.99M -36,237 Closed
TI
149
Tidal Investments
Wisconsin
– -$2.55M -31,278 Closed
GS
150
GTS Securities
New York
– -$2.51M -30,395 Closed
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