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

141 hedge funds and large institutions have $757M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
41
Reduced
58
Closed
27
Calls
$10.4M
Puts
$9.31M
Net Calls
+$1.07M
Net Calls Change
+$2.52M

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$131M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$22.6M
3
Bank of America
Bank of America
North Carolina
$58.1M
4
SPIA
Steward Partners Investment Advisory
New York
$10.4M
5
OC
Oppenheimer & Co
New York
$7.56M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$34.4M
2
Jane Street
Jane Street
New York
$609K
3
BEI
Benjamin Edwards Inc
Missouri
$24.1M
4
BFF
Byrne Financial Freedom
Massachusetts
$252K
5
Citadel Advisors
Citadel Advisors
Florida
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
151
Authentikos Wealth Advisory
California
– -$342K -4,982 Closed
KAS
152
Kestra Advisory Services
Texas
– -$320K -4,670 Closed
SFO
153
Stokes Family Office
Louisiana
– -$319K -4,650 Closed
HWM
154
Horizon Wealth Management
Illinois
– -$308K -4,486 Closed
BHPW
155
Beverly Hills Private Wealth
California
– -$305K -4,439 Closed
GM
156
GeoWealth Management
Illinois
– -$231K -3,372 Closed
FWM
157
FSA Wealth Management
Massachusetts
– -$61.8K -900 Closed
DWA
158
Delos Wealth Advisors
Texas
– -$53K -773 Closed
AF
159
Allworth Financial
California
– -$40.5K -595 Closed
CF
160
Collier Financial
Colorado
– -$36.7K -535 Closed
MSWA
161
Marshall & Sterling Wealth Advisors
New York
– -$32.3K -470 Closed
PA
162
Parallel Advisors
California
– -$30.9K -450 Closed
VHAM
163
Van Hulzen Asset Management
California
– -$27.6K -402 Closed
Q1WB
164
Quest 10 Wealth Builders
Virginia
– -$5.08K -74 Closed
PA
165
Pineridge Advisors
Missouri
– -$3.92K -57 Closed
DRP
166
Decker Retirement Planning
Utah
– -$3.58K -52 Closed
RWPA
167
Richard W. Paul & Associates
Michigan
– -$769 -11 Closed
CAM
168
Creekmur Asset Management
Illinois
– -$41 -1 Closed
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