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

132 hedge funds and large institutions have $715M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

6% less funds holding

Funds holding: 141132 (-9)

28% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 32

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.2M
Puts
$10M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OP
126
ORG Partners
Indiana
$3K
EWM
127
Evolution Wealth Management
Florida
$2.75K
BCMLT
128
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.75K
T
129
Transce3nd
Texas
$2.21K
MCM
130
MAI Capital Management
Ohio
$2.1K
Q1WB
131
Quest 10 Wealth Builders
Virginia
$1.88K
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$1.43K
BEI
133
Benjamin Edwards Inc
Missouri
CIM
134
Confluence Investment Management
Missouri
TI
135
TrueMark Investments
Illinois
WWA
136
WCG Wealth Advisors
Nevada
CCM
137
Callodine Capital Management
Massachusetts
EIA
138
Eldridge Investment Advisors
New Hampshire
TI
139
Tidal Investments
Wisconsin
GCM
140
Glaxis Capital Management
Florida
EWA
141
EQ Wealth Advisors
Texas
CAS
142
Coppell Advisory Solutions
Texas
LFAS
143
Level Four Advisory Services
Texas
MWM
144
Maridea Wealth Management
New York
AI
145
Atria Investments
North Carolina
AWS
146
Atria Wealth Solutions
New York
EFM
147
E Fund Management
China
EFMH
148
E Fund Management (HK)
Hong Kong
BOSSRA
149
B.O.S.S. Retirement Advisors
Utah
TC
150
TownSquare Capital
Utah