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

134 hedge funds and large institutions have $644M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 131134 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6.22% less ownership

Funds ownership: 46.68%40.46% (-6.2%)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

19% less capital invested

Capital invested by funds: $795M → $644M (-$151M)

59% less call options, than puts

Call options by funds: $4.81M | Put options by funds: $11.8M

Holders
134
Holders Change
+3
Holders Change %
+2.29%
% of All Funds
1.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
27
Increased
45
Reduced
50
Closed
23
Calls
$4.81M
Puts
$11.8M
Net Calls
-$6.98M
Net Calls Change
-$6.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$114M -$51.8M -765,000 -30%
AAS
2
Annex Advisory Services
Wisconsin
$60.6M +$13.9M +204,732 +28%
LPL Financial
3
LPL Financial
California
$42.1M -$9.62M -142,149 -18%
RWP
4
RWA Wealth Partners
Massachusetts
$38.4M
RIG
5
RiverFront Investment Group
Virginia
$32.7M +$2.49M +36,731 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$31.2M +$305K +4,507 +0.9%
Bank of America
7
Bank of America
North Carolina
$30M -$46.4M -686,100 -59%
CPC
8
Consolidated Planning Corp
Georgia
$25.9M +$3.44M +50,867 +14%
KF
9
Krilogy Financial
Missouri
$16.7M +$462K +6,822 +3%
GG
10
GenWealth Group
New Jersey
$16.2M -$4.93M -72,823 -22%
Morgan Stanley
11
Morgan Stanley
New York
$13.3M -$2.51M -37,080 -15%
Raymond James Financial
12
Raymond James Financial
Florida
$12.3M -$712K -10,515 -5%
PA
13
Paragon Advisors
Texas
$9.79M +$544K +8,030 +6%
Jane Street
14
Jane Street
New York
$8.48M -$1.2M -17,748 -12%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$7.44M -$1.75M -25,884 -18%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$7.35M +$857K +12,653 +12%
MAWAG
17
Mid-American Wealth Advisory Group
Missouri
$7.07M +$228K +3,361 +3%
CWP
18
Cyndeo Wealth Partners
Florida
$6.94M +$261K +3,849 +4%
CWM
19
Centurion Wealth Management
Virginia
$6.69M +$234K +3,459 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$6.6M +$3.12M +46,092 +81%
IWM
21
IHT Wealth Management
Illinois
$6.32M +$6.66M +98,426 New
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$6.29M -$1.1M -16,217 -14%
RMS
23
Retirement Management Systems
Maryland
$5.9M +$6.22M +91,826 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.8M +$188K +2,774 +3%
DADC
25
D.A. Davidson & Co
Montana
$5.48M +$1.98M +29,178 +52%