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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
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$131M +$37.4M +535,044 +40%
RWP
2
RWA Wealth Partners
Massachusetts
$61.9M +$5.8M +83,079 +11%
LPL Financial
3
LPL Financial
California
$59.1M -$2.66M -38,087 -4%
Bank of America
4
Bank of America
North Carolina
$58.1M +$11.9M +170,896 +27%
Stifel Financial
5
Stifel Financial
Missouri
$34.4M -$29.8M -426,875 -47%
BEI
6
Benjamin Edwards Inc
Missouri
$24.1M -$11.8M -168,358 -33%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$22.6M +$19.5M +279,862 +778%
CCA
8
Carrera Capital Advisors
Michigan
$21.8M +$1.59M +22,707 +8%
Morgan Stanley
9
Morgan Stanley
New York
$21.7M -$5.25M -75,172 -20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$21.1M -$3.86M -55,295 -16%
GG
11
GenWealth Group
New Jersey
$21M +$4.64M +66,397 +29%
RIG
12
RiverFront Investment Group
Virginia
$17.9M -$224K -3,214 -1%
KF
13
Krilogy Financial
Missouri
$12.8M +$2.39M +34,271 +24%
SPIA
14
Steward Partners Investment Advisory
New York
$10.4M +$9.9M +141,759 +3,640%
Raymond James Financial
15
Raymond James Financial
Florida
$10.4M -$1.4M -20,067 -12%
GAG
16
Goodman Advisory Group
Massachusetts
$9.89M +$759K +10,863 +9%
CIM
17
Confluence Investment Management
Missouri
$8.97M -$5.66M -81,120 -39%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.98M -$208K -2,982 -3%
OC
19
Oppenheimer & Co
New York
$7.56M +$7.37M +105,496 New
CFD
20
Creative Financial Designs
Indiana
$7.3M +$1.75K +25 +0%
CWP
21
Cyndeo Wealth Partners
Florida
$7.29M +$7.11M +101,836 New
Ameriprise
22
Ameriprise
Minnesota
$6.95M -$1.94M -27,842 -22%
Goldman Sachs
23
Goldman Sachs
New York
$6.89M +$6.72M +96,204 New
CPC
24
Consolidated Planning Corp
Georgia
$6.86M +$205K +2,934 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.22M +$1.1M +15,748 +22%