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

141 hedge funds and large institutions have $757M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
41
Reduced
58
Closed
27
Calls
$10.4M
Puts
$9.31M
Net Calls
+$1.07M
Net Calls Change
+$2.52M

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$131M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.6M
3
Bank of America
Bank of America
North Carolina
$58.1M
4
SPIA
Steward Partners Investment Advisory
New York
$10.4M
5
OC
Oppenheimer & Co
New York
$7.56M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$34.4M
2
Jane Street
Jane Street
New York
$609K
3
BEI
Benjamin Edwards Inc
Missouri
$24.1M
4
BFF
Byrne Financial Freedom
Massachusetts
$252K
5
Citadel Advisors
Citadel Advisors
Florida
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$9.31K +$4.16K +58 +81%
NA
127
NewEdge Advisors
Louisiana
$9.03K +$72 +1 +0.8%
TRCT
128
Tower Research Capital (TRC)
New York
$9.03K +$9.03K +126 New
PP
129
Pacifica Partners
Canada
$7.22K – – –
Bessemer Group
130
Bessemer Group
New Jersey
$5K +$5K +71 New
CWC
131
Carolinas Wealth Consulting
North Carolina
$4.75K -$72 -1 -1%
PSFG
132
Park Square Financial Group
Georgia
$4.73K -$2.08K -29 -31%
BCMLT
133
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.9K – – –
S
134
SignatureFD
Georgia
$2.67K – – –
SWM
135
Spire Wealth Management
Virginia
$1.93K – – –
T
136
Transce3nd
Texas
$1.79K -$20.1K -281 -92%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$1.44K – – –
US Bancorp
138
US Bancorp
Minnesota
$1.29K – – –
Fidelity Investments
139
Fidelity Investments
Massachusetts
$428 -$285 -4 -40%
GI
140
GAMMA Investing
California
$358 -$21K -293 -98%
CAWM
141
Capital A Wealth Management
Pennsylvania
$143 -$22.2K -310 -99%
RC
142
Rareview Capital
Nevada
– -$2.87M -34,804 Closed
CCM
143
Crew Capital Management
Ohio
– -$1.93M -28,178 Closed
EFS
144
Econ Financial Services
Pennsylvania
– -$947K -13,800 Closed
BL
145
BCWM LLC
Kansas
– -$904K -13,178 Closed
LSIA
146
LaSalle St. Investment Advisors
Illinois
– -$639K -9,317 Closed
DFG
147
Delphi Financial Group
Delaware
– -$634K -9,238 Closed
HBS
148
Howard Bailey Securities
Indiana
– -$568K -8,270 Closed
SL
149
SWMG LLC
Texas
– -$442K -6,481 Closed
ACP
150
Aveo Capital Partners
Colorado
– -$437K -6,365 Closed
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