We are live on ! Find out more
ZROZ icon

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

131 hedge funds and large institutions have $795M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

11% more capital invested

Capital invested by funds: $716M → $795M (+$79.1M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.02% less ownership

Funds ownership: 46.7%46.68% (-0.02%)

0% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $11.7M

2% less funds holding

Funds holding: 133131 (-2)

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
49
Reduced
43
Closed
20
Calls
$11.6M
Puts
$11.7M
Net Calls
-$28K
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
126
Bogart Wealth LLC
Virginia
$3.47K
Q1WB
127
Quest 10 Wealth Builders
Virginia
$3.13K +$1.18K +18 +64%
OP
128
ORG Partners
Indiana
$3.06K
EWM
129
Evolution Wealth Management
Florida
$2.79K
MCM
130
MAI Capital Management
Ohio
$216 -$1.83K -28 -90%
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$36 -$1.31K -20 -95%
IWM
132
IHT Wealth Management
Illinois
-$6.15M -91,661 Closed
CLGM
133
Capitolis Liquid Global Markets
New York
-$2.56M -38,200 Closed
CCWM
134
Cassaday & Co Wealth Management
Virginia
-$2.5M -37,270 Closed
OIS
135
Okabena Investment Services
Minnesota
-$2.14M -31,977 Closed
ACM
136
Andina Capital Management
Utah
-$1.54M -22,937 Closed
QC
137
Quadrature Capital
United Kingdom
-$948K -14,139 Closed
Northern Trust
138
Northern Trust
Illinois
-$671K -10,000 Closed
SG
139
StoneX Group
New York
-$671K -10,000 Closed
MC
140
Matisse Capital
Oregon
-$584K -8,700 Closed
Corient Private Wealth
141
Corient Private Wealth
Florida
-$548K -8,175 Closed
PWM
142
Prosperity Wealth Management
California
-$414K -6,176 Closed
GM
143
GeoWealth Management
Illinois
-$265K -3,946 Closed
PCM
144
Prelude Capital Management
New York
-$242K -3,610 Closed
MFG
145
Merit Financial Group
Georgia
-$215K -3,200 Closed
KAS
146
Kestra Advisory Services
Texas
-$202K -3,007 Closed
PFBT
147
Parkside Financial Bank & Trust
Missouri
-$26.4K -394 Closed
PSFG
148
Park Square Financial Group
Georgia
-$5.97K -89 Closed
S
149
SignatureFD
Georgia
-$3.15K -47 Closed
BCMLT
150
Beacon Capital Management LLC (Tennessee)
Tennessee
-$2.75K -41 Closed