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

130 hedge funds and large institutions have $714M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 36 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-11
Holders Change %
-7.8%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
59
Reduced
36
Closed
31
Calls
$12.2M
Puts
$10M
Net Calls
+$2.11M
Net Calls Change
+$1.05M

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$183M
2
Bank of America
Bank of America
North Carolina
$69.4M
3
CPC
Consolidated Planning Corp
Georgia
$20M
4
RIG
RiverFront Investment Group
Virginia
$29.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.8M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
$4.71M
2
BEI
Benjamin Edwards Inc
Missouri
$0
3
RWP
RWA Wealth Partners
Massachusetts
$40.1M
4
CCA
Carrera Capital Advisors
Michigan
$5.06M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$6.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$183M +$58.1M +866,574 +47%
Bank of America
2
Bank of America
North Carolina
$69.4M +$15M +224,071 +28%
LPL Financial
3
LPL Financial
California
$54.5M -$798K -11,901 -1%
RWP
4
RWA Wealth Partners
Massachusetts
$40.1M -$17.8M -265,941 -31%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.8M +$12M +179,061 +61%
RIG
6
RiverFront Investment Group
Virginia
$29.1M +$12.4M +184,605 +74%
CPC
7
Consolidated Planning Corp
Georgia
$20M +$13.5M +201,832 +211%
GG
8
GenWealth Group
New Jersey
$19.8M +$184K +2,745 +0.9%
Morgan Stanley
9
Morgan Stanley
New York
$16.7M -$3.62M -54,002 -18%
Raymond James Financial
10
Raymond James Financial
Florida
$14.2M +$4.52M +67,363 +46%
KF
11
Krilogy Financial
Missouri
$13M +$1.06M +15,848 +9%
Jane Street
12
Jane Street
New York
$10.2M +$9.64M +143,803 +1,691%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.55M +$2.08M +31,004 +28%
Citadel Advisors
14
Citadel Advisors
Florida
$8.78M +$4.43M +66,028 +102%
MAWAG
15
Mid-American Wealth Advisory Group
Missouri
$8.31M +$5.13M +76,450 +161%
CFD
16
Creative Financial Designs
Indiana
$8.09M +$1.25M +18,611 +18%
CWP
17
Cyndeo Wealth Partners
Florida
$6.93M +$104K +1,552 +2%
Ameriprise
18
Ameriprise
Minnesota
$6.83M +$376K +5,605 +6%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$6.8M -$13.8M -211,716 -67%
IWM
20
IHT Wealth Management
Illinois
$6.15M +$854K +12,727 +16%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$5.92M +$290K +4,329 +5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.74M +$1.48M +22,072 +35%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$5.71M +$795K +12,061 +16%
SPIA
24
Steward Partners Investment Advisory
New York
$5.41M -$4.36M -64,998 -45%
Wells Fargo
25
Wells Fargo
California
$5.31M +$294K +4,388 +6%
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