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

144 hedge funds and large institutions have $760M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

11% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $9.31M

2% more funds holding

Funds holding: 141144 (+3)

1.07% more ownership

Funds ownership: 47.25%48.32% (+1.1%)

5% more capital invested

Capital invested by funds: $725M → $760M (+$35.4M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 59

Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
33
Increased
42
Reduced
59
Closed
28
Calls
$10.4M
Puts
$9.31M
Net Calls
+$1.07M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$12.6K +$12.3K +176 New
HT
127
Headlands Technologies
Illinois
$10.7K +$10.5K +150 New
BWL
128
Bogart Wealth LLC
Virginia
$9.67K +$5.87K +84 +165%
GWM
129
Geneos Wealth Management
Colorado
$9.31K +$4.05K +58 +81%
NA
130
NewEdge Advisors
Louisiana
$9.03K +$70 +1 +0.8%
TRCT
131
Tower Research Capital (TRC)
New York
$9.03K +$8.8K +126 New
PP
132
Pacifica Partners
Canada
$7.22K
Bessemer Group
133
Bessemer Group
New Jersey
$5K +$4.96K +71 New
CWC
134
Carolinas Wealth Consulting
North Carolina
$4.75K -$70 -1 -1%
PSFG
135
Park Square Financial Group
Georgia
$4.73K -$2.02K -29 -31%
BCMLT
136
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.9K
S
137
SignatureFD
Georgia
$2.67K
SWM
138
Spire Wealth Management
Virginia
$1.93K
T
139
Transce3nd
Texas
$1.79K -$19.6K -281 -92%
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$1.44K
US Bancorp
141
US Bancorp
Minnesota
$1.29K
Fidelity Investments
142
Fidelity Investments
Massachusetts
$428 -$279 -4 -40%
GI
143
GAMMA Investing
California
$358 -$20.5K -293 -98%
CAWM
144
Capital A Wealth Management
Pennsylvania
$143 -$21.6K -310 -99%
RC
145
Rareview Capital
Nevada
-$2.87M -34,804 Closed
CCM
146
Crew Capital Management
Ohio
-$1.93M -28,178 Closed
EFS
147
Econ Financial Services
Pennsylvania
-$947K -13,800 Closed
BL
148
BCWM LLC
Kansas
-$904K -13,178 Closed
LSIA
149
LaSalle St. Investment Advisors
Illinois
-$639K -9,317 Closed
DFG
150
Delphi Financial Group
Delaware
-$634K -9,238 Closed