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

144 hedge funds and large institutions have $760M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

11% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $9.31M

2% more funds holding

Funds holding: 141144 (+3)

1.07% more ownership

Funds ownership: 47.25%48.32% (+1.1%)

5% more capital invested

Capital invested by funds: $725M → $760M (+$35.4M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 59

Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
33
Increased
42
Reduced
59
Closed
28
Calls
$10.4M
Puts
$9.31M
Net Calls
+$1.07M
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Change in
Stake
HBS
151
Howard Bailey Securities
Indiana
-$568K -8,270 Closed
SL
152
SWMG LLC
Texas
-$442K -6,481 Closed
ACP
153
Aveo Capital Partners
Colorado
-$437K -6,365 Closed
KAS
154
Kestra Advisory Services
Texas
-$320K -4,670 Closed
SFO
155
Stokes Family Office
Louisiana
-$319K -4,650 Closed
HWM
156
Horizon Wealth Management
Illinois
-$308K -4,486 Closed
BHPW
157
Beverly Hills Private Wealth
California
-$305K -4,439 Closed
HPM
158
Hoxton Planning & Management
West Virginia
-$260K -3,787 Closed
GM
159
GeoWealth Management
Illinois
-$231K -3,372 Closed
TAM
160
Tucker Asset Management
Colorado
-$79.3K -1,155 Closed
FWM
161
FSA Wealth Management
Massachusetts
-$61.8K -900 Closed
DWA
162
Delos Wealth Advisors
Texas
-$53K -773 Closed
AF
163
Allworth Financial
California
-$40.5K -595 Closed
CF
164
Collier Financial
Colorado
-$36.7K -535 Closed
MSWA
165
Marshall & Sterling Wealth Advisors
New York
-$32.3K -470 Closed
PA
166
Parallel Advisors
California
-$30.9K -450 Closed
VHAM
167
Van Hulzen Asset Management
California
-$27.6K -402 Closed
Q1WB
168
Quest 10 Wealth Builders
Virginia
-$5.08K -74 Closed
PA
169
Pineridge Advisors
Missouri
-$3.92K -57 Closed
DRP
170
Decker Retirement Planning
Utah
-$3.58K -52 Closed
RWPA
171
Richard W. Paul & Associates
Michigan
-$769 -11 Closed
CAM
172
Creekmur Asset Management
Illinois
-$41 -1 Closed