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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 %
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$91.5M 1,322,149 +300,071 +29%
Stifel Financial
2
Stifel Financial
Missouri
$62.2M 907,115 +451,413 +99%
LPL Financial
3
LPL Financial
California
$59.2M 862,921 -248,427 -22%
RWP
4
RWA Wealth Partners
Massachusetts
$53.6M 781,150 +781,150 New
Bank of America
5
Bank of America
North Carolina
$43.9M 639,748 -395,000 -38%
BEI
6
Benjamin Edwards Inc
Missouri
$34.7M 505,170 +505,170 New
Morgan Stanley
7
Morgan Stanley
New York
$25.9M 377,563 -188,822 -33%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$24M 349,777 +245,509 +235%
CCA
9
Carrera Capital Advisors
Michigan
$19.5M 281,111 -892 -0.3%
RIG
10
RiverFront Investment Group
Virginia
$17.3M 252,508 +222,038 +729%
Jane Street
11
Jane Street
New York
$16.3M 237,487 +168,866 +246%
GG
12
GenWealth Group
New Jersey
$15.5M 226,202 +17,246 +8%
CIM
13
Confluence Investment Management
Missouri
$14.2M 206,281 +206,281 New
Citadel Advisors
14
Citadel Advisors
Florida
$12.3M 179,851 +167,289 +1,332%
Raymond James Financial
15
Raymond James Financial
Florida
$11.3M 165,130 +165,130 New
BFF
16
Byrne Financial Freedom
Massachusetts
$10.9M 158,314 +158,314 New
Wells Fargo
17
Wells Fargo
California
$10.3M 149,762 -71,706 -32%
Osaic Holdings
18
Osaic Holdings
Arizona
$10.2M 149,311 +8,290 +6%
UBS Group
19
UBS Group
Switzerland
$10M 145,824 -57,219 -28%
KF
20
Krilogy Financial
Missouri
$9.86M 143,745 +540 +0.4%
GAG
21
Goodman Advisory Group
Massachusetts
$8.73M 127,207 +11,552 +10%
AWM
22
AE Wealth Management
Kansas
$8.53M 124,315 -19,608 -14%
Ameriprise
23
Ameriprise
Minnesota
$8.52M 124,051 -41,779 -25%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$7.85M 114,401 -2,172 -2%
CFD
25
Creative Financial Designs
Indiana
$6.99M 101,919 +88,408 +654%
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