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

127 hedge funds and large institutions have $555M invested in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

3% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $17.3M

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

0.91% less ownership

Funds ownership: 40.46%39.55% (-0.91%)

5% less funds holding

Funds holding: 134127 (-7)

14% less capital invested

Capital invested by funds: $644M → $555M (-$89.8M)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
127
Holders Change
-7
Holders Change %
-5.22%
% of All Funds
1.56%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
48
Reduced
48
Closed
23
Calls
$17.9M
Puts
$17.3M
Net Calls
+$601K
Net Calls Change
+$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$78.6M -$35.8M -548,793 -31%
Bank of America
2
Bank of America
North Carolina
$47.9M +$18.4M +281,651 +60%
LPL Financial
3
LPL Financial
California
$40.6M -$1.36M -20,934 -3%
RWP
4
RWA Wealth Partners
Massachusetts
$38.3M
RIG
5
RiverFront Investment Group
Virginia
$35.6M +$3.11M +47,669 +9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$32.9M +$1.78M +27,254 +6%
CPC
7
Consolidated Planning Corp
Georgia
$27.1M +$1.34M +20,561 +5%
GG
8
GenWealth Group
New Jersey
$24.7M +$8.68M +133,091 +53%
KF
9
Krilogy Financial
Missouri
$15M -$1.04M -15,955 -6%
Raymond James Financial
10
Raymond James Financial
Florida
$12.7M +$521K +7,996 +4%
Morgan Stanley
11
Morgan Stanley
New York
$10.3M -$2.92M -44,751 -22%
CWP
12
Cyndeo Wealth Partners
Florida
$9.57M +$2.71M +41,537 +38%
PA
13
Paragon Advisors
Texas
$9.18M -$582K -8,931 -6%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$7.63M +$313K +4,806 +4%
CWM
15
Centurion Wealth Management
Virginia
$7.08M +$424K +6,508 +6%
MAWAG
16
Mid-American Wealth Advisory Group
Missouri
$7.07M
IWM
17
IHT Wealth Management
Illinois
$6.64M +$345K +5,293 +5%
Jane Street
18
Jane Street
New York
$6.62M -$1.86M -28,521 -22%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.44M -$990K -15,178 -13%
Millennium Management
20
Millennium Management
New York
$6.4M +$1.63M +25,000 +33%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$6.22M +$3.54M +54,314 +127%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$5.73M +$464K +7,112 +9%
DADC
23
D.A. Davidson & Co
Montana
$5.33M -$127K -1,953 -2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.22M +$5.01M +76,910 +1,652%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$5.19M -$596K -9,143 -10%