PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded FundZROZ
ZROZ
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
36% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 28
2.18% more ownership
Funds ownership: 44.34% [Q3] → 46.52% (+2.18%) [Q4]
2% more funds holding
Funds holding: 133 [Q3] → 135 (+2) [Q4]
0% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 42
6% less capital invested
Capital invested by funds: $759M [Q3] → $716M (-$42.8M) [Q4]
15% less call options, than puts
Call options by funds: $8.13M | Put options by funds: $9.59M
43% less funds holding in top 10
Funds holding in top 10: 7 [Q3] → 4 (-3) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for ZROZ.
Financial journalist opinion
Positive
Seeking Alpha
5 days ago
ZROZ: A Real Conviction Play (Rating Upgrade)
The PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund ETF provides an active play on long-term yields while delivering income through sales on imputed returns. We see additional flattening of long-term bond yields being en route, possibly accommodated by a more docile term premium. Key economic indicators suggest the U.S. economy is intact. However, investors could price lower growth expectations, leading to price support for ZROZ via lower long-term yields.
Negative
Zacks Investment Research
2 weeks ago
Treasury ETFs Gain as Slowdown, Tariff Fears Hit Yields
The 10-year yields drop to the lowest level since December, driving Treasury ETFs higher.
Positive
Seeking Alpha
1 month ago
ZROZ: Yields Are Just Too High, Reiterating Buy
Despite recent challenges, I maintain a "Buy" rating on PIMCO 25+ Year Zero Coupon U.S. Treasury Index ETF for its long-term potential. Although the ZROZ ETF has underperformed recently I believe it offers a significant margin of safety and attractive yield. Risk-averse investors may wait for more economic and geopolitical clarity, but long-duration bonds remain an appealing trade for 2025 and beyond.
Positive
Seeking Alpha
1 month ago
ZROZ: If You Like Duration, You Will Love This Fund
ZROZ is a fixed-income ETF with a 27-year duration, highly sensitive to 30-year U.S. Treasury rate movements. Long rates are at the top of their historic range, expected to be range-bound between 4% and 5%. A 100 bps contraction in long rates could yield a 27% gain for ZROZ, making it an attractive buy.
Positive
Seeking Alpha
3 months ago
Undercovered ETFs: Nuclear, Uranium, China, India +
The 'Undercovered' Dozen series highlights lesser-covered ETFs, offering insights from various authors on potential investment opportunities and market trends. Global X Uranium ETF is seen as well-placed for a uranium bull market, driven by increasing demand for nuclear energy from major tech companies. iShares MSCI India ETF offers exposure to India's fast-growing economy, presenting perhaps a strong investment opportunity despite recent pullbacks due to shifts towards the Chinese market.
Negative
Seeking Alpha
4 months ago
ZROZ: Don't Be Confused By Macro Data
Despite recent volatility, I maintain a "Buy" rating on the ZROZ ETF as a recession hedge, given the uncertain economic outlook. Higher implied premiums may lead to worse performance of long-term US treasuries in a soft landing scenario. Potential downward revisions in non-farm payrolls data suggest long-term US Treasuries may see a sharp rally in early 2025.
Positive
Seeking Alpha
4 months ago
ZROZ: Recession Protection On Sale
The PIMCO 25+ Year Zero Coupon U.S. Treasury Index ETF tracks long-dated US government STRIPS, giving it increased interest rate sensitivity. The current 4.5% yield on long-dated US treasuries is well above the Fed's neutral rate and should deliver higher returns relative to the short end of the curve. A 4.5% nominal annual return for 25-30 years will likely lag behind riskier alternatives such as equities or real estate.
Neutral
Seeking Alpha
5 months ago
Rates Spark: ECB Presser Bear-Flattened The Curve
The ECB cut rates by 25bp as widely anticipated, but a slightly hawkish tilt bear flattened the EUR curve, which in our view remains priced aggressively. In the US, as the markets head towards the Fed's first rate cut, the probability of a larger cut rose slightly on Thursday.
Positive
Zacks Investment Research
6 months ago
ETFs Soaring on Treasuries' Longest Winning Streak in 3 Years
Treasuries are poised for their longest monthly winning streak in three years on September rate cut bets.
Negative
ETF Trends
6 months ago
DoubleLine on Recession, Current Positioning, and U.S. Debt
Are we going to have a recession? Are we already in a recession?
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