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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.

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

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$34.4M
2
Jane Street
2
Jane Street
New York
$609K
3
BEI
3
Benjamin Edwards Inc
Missouri
$24.1M
4
BFF
4
Byrne Financial Freedom
Massachusetts
$252K
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$131M 1,857,193 +535,044 +40%
RWP
2
RWA Wealth Partners
Massachusetts
$61.9M 864,229 +83,079 +11%
LPL Financial
3
LPL Financial
California
$59.1M 824,834 -38,087 -4%
Bank of America
4
Bank of America
North Carolina
$58.1M 810,644 +170,896 +27%
Stifel Financial
5
Stifel Financial
Missouri
$34.4M 480,240 -426,875 -47%
BEI
6
Benjamin Edwards Inc
Missouri
$24.1M 336,812 -168,358 -33%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$22.6M 315,842 +279,862 +778%
CCA
8
Carrera Capital Advisors
Michigan
$21.8M 303,818 +22,707 +8%
Morgan Stanley
9
Morgan Stanley
New York
$21.7M 302,391 -75,172 -20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$21.1M 294,482 -55,295 -16%
GG
11
GenWealth Group
New Jersey
$21M 292,599 +66,397 +29%
RIG
12
RiverFront Investment Group
Virginia
$17.9M 249,294 -3,214 -1%
KF
13
Krilogy Financial
Missouri
$12.8M 178,016 +34,271 +24%
SPIA
14
Steward Partners Investment Advisory
New York
$10.4M 145,654 +141,759 +3,640%
Raymond James Financial
15
Raymond James Financial
Florida
$10.4M 145,063 -20,067 -12%
GAG
16
Goodman Advisory Group
Massachusetts
$9.89M 138,070 +10,863 +9%
CIM
17
Confluence Investment Management
Missouri
$8.97M 125,161 -81,120 -39%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$7.98M 111,419 -2,982 -3%
OC
19
Oppenheimer & Co
New York
$7.56M 105,496 +105,496 New
CFD
20
Creative Financial Designs
Indiana
$7.3M 101,944 +25 +0%
CWP
21
Cyndeo Wealth Partners
Florida
$7.29M 101,836 +101,836 New
Ameriprise
22
Ameriprise
Minnesota
$6.95M 96,209 -27,842 -22%
Goldman Sachs
23
Goldman Sachs
New York
$6.89M 96,204 +96,204 New
CPC
24
Consolidated Planning Corp
Georgia
$6.86M 95,793 +2,934 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$6.22M 86,820 +15,748 +22%
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