LTPZ icon

PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ

Overview Fund Activity

76 hedge funds and large institutions have $244M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 14 closing their positions.

Holders
76
Holders Change
-5
Holders Change %
-6.17%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
11
Increased
37
Reduced
15
Closed
14
Calls
$1.75M
Puts
–
Net Calls
+$1.75M
Net Calls Change
-$6.3M

Top Buyers

1
ACM
1
Avos Capital Management
Washington
$14.6M
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$9.74M
3
LJAC
3
L.J. Altfest & Co
New York
$3.4M
4
TIM
4
Tortoise Investment Management
New York
$2.6M
5
WIA
5
Wealthedge Investment Advisors
New York
$13.8M

Top Sellers

1
G
1
GenTrust
Florida
$432K
2
AIP
2
Almanack Investment Partners
Pennsylvania
$0
3
EF
3
Empowered Funds
Pennsylvania
$0
4
EW
4
Evoke Wealth
California
$50.4M
5
MPW
5
MGO Private Wealth
California
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
EW
1
Evoke Wealth
California
$50.4M 961,343 -113,490 -11%
CTC
2
Central Trust Company
Missouri
$29.1M 554,344 +16,869 +3%
Wells Fargo
3
Wells Fargo
California
$24.8M 472,036 +32,360 +7%
Northern Trust
4
Northern Trust
Illinois
$18.2M 346,475 +34,804 +11%
ACM
5
Avos Capital Management
Washington
$14.6M 278,700 +74,958 +37%
WIA
6
Wealthedge Investment Advisors
New York
$13.8M 263,811 +44,059 +20%
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$9.74M 185,581 +69,754 +60%
SA
8
Sovran Advisors
California
$8.31M 161,861 -4,594 -3%
FA
9
Fermata Advisors
California
$6.9M 131,430 -12,052 -8%
YWM
10
Yoder Wealth Management
California
$5.45M 103,904 +5,830 +6%
Morgan Stanley
11
Morgan Stanley
New York
$3.74M 71,186 +11,262 +19%
AWM
12
AE Wealth Management
Kansas
$3.63M 69,170 +29,058 +72%
LJAC
13
L.J. Altfest & Co
New York
$3.4M 64,783 +64,783 New
Jane Street
14
Jane Street
New York
$3.21M 61,085 +543 +0.9%
HCC
15
Hirtle Callaghan & Co
Pennsylvania
– – – –
UBS Group
16
UBS Group
Switzerland
$2.94M 56,058 -10,549 -16%
BRIA
17
Balanced Rock Investment Advisors
Massachusetts
$2.7M 51,424 +17,955 +54%
TIM
18
Tortoise Investment Management
New York
$2.6M 49,639 +47,234 +1,964%
PWAC
19
Private Wealth Advisors (California)
California
$2.57M 48,918 +1,377 +3%
LAS
20
Lloyd Advisory Services
Georgia
$2.5M 47,684 +1,394 +3%
AA
21
Ancora Advisors
Ohio
$2.35M 44,830 +2,530 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.33M 44,335 +11,344 +34%
LPL Financial
23
LPL Financial
California
$2.23M 42,570 +11,065 +35%
CIG
24
CHB Investment Group
Pennsylvania
$2.11M 40,240 +1,246 +3%
Bank of America
25
Bank of America
North Carolina
$1.77M 33,708 +10,088 +43%
1
2 3 4