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

140 hedge funds and large institutions have $725M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 28 closing their positions.

Holders
140
Holders Change
+7
Holders Change %
+5.26%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
43
Reduced
44
Closed
28
Calls
$8.13M
Puts
$9.59M
Net Calls
-$1.46M
Net Calls Change
+$19.9M

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$53.6M
2
BEI
2
Benjamin Edwards Inc
Missouri
$34.7M
3
Stifel Financial
3
Stifel Financial
Missouri
$62.2M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$91.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$43.9M
2
HWM
2
Horizon Wealth Management
Illinois
$308K
3
LPL Financial
3
LPL Financial
California
$59.2M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$25.9M
Name Market Value Shares Shares
Change 		Shares
Change %
QC
151
Quadrature Capital
United Kingdom
– – -29,268 Closed
DADC
152
D.A. Davidson & Co
Montana
– – -11,030 Closed
FTUS
153
Flow Traders U.S.
New York
– – -9,419 Closed
TC
154
TownSquare Capital
Utah
– – -8,632 Closed
RBFC
155
Roman Butler Fullerton & Co
Missouri
– – -7,776 Closed
RWM
156
Revisor Wealth Management
Ohio
– – -7,311 Closed
TFA
157
Teamwork Financial Advisors
Texas
– – -6,894 Closed
BAM
158
Belpointe Asset Management
Nevada
– – -6,362 Closed
PWM
159
Prosperity Wealth Management
California
– – -6,258 Closed
NWM
160
Napa Wealth Management
California
– – -5,031 Closed
JCFM
161
JBR Co Financial Management
Oklahoma
– – -4,590 Closed
KWM
162
Kingsview Wealth Management
Oregon
– – -3,552 Closed
TI
163
TrueMark Investments
Illinois
– – -3,040 Closed
AAS
164
Annex Advisory Services
Wisconsin
– – -2,538 Closed
BWP
165
Baldwin Wealth Partners
Massachusetts
– – -541 Closed
CWM
166
CarsonAllaria Wealth Management
Illinois
– – -368 Closed
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
– – -62 Closed
TRCT
168
Tower Research Capital (TRC)
New York
– – -9 Closed
CFGS
169
Concourse Financial Group Securities
Alabama
– – – –
3 4 5 6
7