PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
141 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, 45 reducing their positions, and 28 closing their positions.
43% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 28
6% more funds holding
Funds holding: 133 → 141 (+8)
2.96% more ownership
Funds ownership: 44.29% → 47.25% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
4% less capital invested
Capital invested by funds: $758M → $725M (-$33.2M)
4% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 45
15% less call options, than puts
Call options by funds: $8.13M | Put options by funds: $9.59M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$58.6M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$37.9M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$33.9M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$22.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$29.6M |
| 2 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$25.7M |
| 3 |
LPL Financial
San Diego,
California
|
-$18.6M |
| 4 |
Morgan Stanley
New York
|
-$14.2M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$13.7M |
ZROZ Hedge Fund Activity: Q4 2024 in Review
141 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) for Q4 2024, worth a combined $725M — down 4.4% from $758M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new ZROZ positions and 28 closed out — a net gain of 12 holders — while 43 added to existing stakes and 45 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $58.6M. The largest seller was Bank of America, cutting an estimated $29.6M.
- 141 institutional investors held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) as of Q4 2024, up from 133 in Q3 2024.
- Funds reported $725M of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund stock for Q4 2024, down 4.4% quarter-over-quarter.
- 40 funds opened new PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund positions in Q4 2024 and 28 closed out, a net change of +12 holders.
- The largest PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund buyer in Q4 2024 was RWA Wealth Partners, an estimated $58.6M added.
- The largest PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund seller in Q4 2024 was Bank of America, an estimated $29.6M sold.
Based on aggregated 13F filings for Q4 2024.