We are live on ! Find out more
ZROZ icon

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

134 hedge funds and large institutions have $644M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 131134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6.22% less ownership

Funds ownership: 46.68%40.46% (-6.2%)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

19% less capital invested

Capital invested by funds: $795M → $644M (-$151M)

59% less call options, than puts

Call options by funds: $4.81M | Put options by funds: $11.8M

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
45
Reduced
50
Closed
23
Calls
$4.81M
Puts
$11.8M
Net Calls
-$6.98M
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
126
Clayton Financial Group
Missouri
$5.91K +$6.23K +92 New
AC
127
AlphaCore Capital
California
$3.52K +$3.66K +54 New
SWM
128
Spire Wealth Management
Virginia
$3.34K
BWL
129
Bogart Wealth LLC
Virginia
$3.28K
EPG
130
Estate Planners Group
Pennsylvania
$3.21K +$3.38K +50 New
OP
131
ORG Partners
Indiana
$2.89K
EWM
132
Evolution Wealth Management
Florida
$2.63K
Q1WB
133
Quest 10 Wealth Builders
Virginia
$2.57K -$406 -6 -13%
CFD
134
Creative Financial Designs
Indiana
$123 -$8.35M -123,340 -100%
Goldman Sachs
135
Goldman Sachs
New York
-$9.42M -138,669 Closed
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
-$4.66M -68,542 Closed
OC
137
Oppenheimer & Co
New York
-$4.58M -67,330 Closed
OIA
138
OneDigital Investment Advisors
Kansas
-$2.35M -34,552 Closed
TI
139
Tidal Investments
Wisconsin
-$1.24M -18,417 Closed
GS
140
GTS Securities
New York
-$846K -12,444 Closed
AFA
141
Allium Financial Advisors
Oregon
-$604K -8,883 Closed
FIA
142
Foundations Investment Advisors
Arizona
-$484K -7,122 Closed
FAM
143
Formidable Asset Management
Ohio
-$433K -6,455 Closed
HighTower Advisors
144
HighTower Advisors
Illinois
-$425K -6,259 Closed
Kovitz Investment Group Partners
145
Kovitz Investment Group Partners
Illinois
-$238K -3,500 Closed
PAG
146
Private Advisor Group
New Jersey
-$238K -3,498 Closed
JWCA
147
J.W. Cole Advisors
Florida
-$203K -2,989 Closed
Fidelity Investments
148
Fidelity Investments
Massachusetts
-$83.6K -1,230 Closed
PB
149
Pinnacle Bancorp
Nebraska
-$67.4K -992 Closed
NFSG
150
Newbridge Financial Services Group
Florida
-$34K -500 Closed