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

133 hedge funds and large institutions have $716M 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, 38 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: 142133 (-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
133
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
S
126
SignatureFD
Georgia
$3.15K
OP
127
ORG Partners
Indiana
$3K
EWM
128
Evolution Wealth Management
Florida
$2.75K
BCMLT
129
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.75K
T
130
Transce3nd
Texas
$2.21K
MCM
131
MAI Capital Management
Ohio
$2.1K
Q1WB
132
Quest 10 Wealth Builders
Virginia
$1.88K
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$1.43K
BEI
134
Benjamin Edwards Inc
Missouri
CIM
135
Confluence Investment Management
Missouri
TI
136
TrueMark Investments
Illinois
WWA
137
WCG Wealth Advisors
Nevada
CCM
138
Callodine Capital Management
Massachusetts
EIA
139
Eldridge Investment Advisors
New Hampshire
TI
140
Tidal Investments
Wisconsin
GCM
141
Glaxis Capital Management
Florida
EWA
142
EQ Wealth Advisors
Texas
CAS
143
Coppell Advisory Solutions
Texas
LFAS
144
Level Four Advisory Services
Texas
MWM
145
Maridea Wealth Management
New York
AI
146
Atria Investments
North Carolina
AWS
147
Atria Wealth Solutions
New York
EFM
148
E Fund Management
China
EFMH
149
E Fund Management (HK)
Hong Kong
BOSSRA
150
B.O.S.S. Retirement Advisors
Utah