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

131 hedge funds and large institutions have $795M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 43

11% more capital invested

Capital invested by funds: $716M → $795M (+$79.1M)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

0.02% less ownership

Funds ownership: 46.7%46.68% (-0.02%)

0% less call options, than puts

Call options by funds: $11.6M | Put options by funds: $11.7M

2% less funds holding

Funds holding: 133131 (-2)

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
20
Increased
49
Reduced
43
Closed
20
Calls
$11.6M
Puts
$11.7M
Net Calls
-$28K
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$173M -$11.9M -182,239 -7%
Bank of America
2
Bank of America
North Carolina
$78.4M +$7.77M +118,636 +11%
LPL Financial
3
LPL Financial
California
$54.2M -$1.05M -15,982 -2%
AAS
4
Annex Advisory Services
Wisconsin
$50.2M +$48.4M +738,738 New
RWP
5
RWA Wealth Partners
Massachusetts
$40.7M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.7M +$531K +8,105 +2%
RIG
7
RiverFront Investment Group
Virginia
$32.1M +$2.49M +38,039 +9%
CPC
8
Consolidated Planning Corp
Georgia
$24M +$3.6M +54,929 +18%
GG
9
GenWealth Group
New Jersey
$22.2M +$2.01M +30,649 +10%
KF
10
Krilogy Financial
Missouri
$16.7M +$3.52M +53,806 +28%
Morgan Stanley
11
Morgan Stanley
New York
$16.5M -$327K -4,991 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$13.7M -$718K -10,968 -5%
Jane Street
13
Jane Street
New York
$10.2M -$169K -2,574 -2%
PA
14
Paragon Advisors
Texas
$9.81M +$5.88M +89,701 +164%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.63M -$49.7K -759 -0.5%
Goldman Sachs
16
Goldman Sachs
New York
$9.42M +$5.8M +88,601 +177%
CFD
17
Creative Financial Designs
Indiana
$8.38M +$183K +2,787 +2%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$7.67M +$660K +10,069 +10%
MAWAG
19
Mid-American Wealth Advisory Group
Missouri
$7.25M -$1.14M -17,329 -14%
CWP
20
Cyndeo Wealth Partners
Florida
$7.07M +$46.8K +714 +0.7%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$6.92M +$884K +13,488 +15%
CWM
22
Centurion Wealth Management
Virginia
$6.84M +$6.6M +100,717 New
Millennium Management
23
Millennium Management
New York
$6.8M +$6.55M +100,000 New
TRCT
24
Tower Research Capital (TRC)
New York
$6.33M +$4.53M +69,205 +290%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5.95M +$130K +1,983 +2%