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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund

83 hedge funds and large institutions have $225M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $7.4M | Put options by funds: $3.34M

3.43% less ownership

Funds ownership: 38.36%34.93% (-3.4%)

14% less funds holding

Funds holding: 9683 (-13)

15% less capital invested

Capital invested by funds: $266M → $225M (-$41.1M)

23% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 35

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
83
Holders Change
-13
Holders Change %
-13.54%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
9
Increased
27
Reduced
35
Closed
20
Calls
$7.4M
Puts
$3.34M
Net Calls
+$4.06M
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
1
Central Trust Company
Missouri
$38.3M +$1.91M +36,537 +5%
EW
2
Evoke Wealth
California
$27.1M -$6.88M -131,917 -20%
Wells Fargo
3
Wells Fargo
California
$24.8M +$4.41M +84,554 +21%
LJAC
4
L.J. Altfest & Co
New York
$14M +$3.31M +63,353 +30%
Northern Trust
5
Northern Trust
Illinois
$12.1M -$2.67M -51,165 -18%
MAWAG
6
Mid-American Wealth Advisory Group
Missouri
$9.94M
SA
7
Sovran Advisors
California
$8.26M +$102K +1,960 +1%
ACM
8
Avos Capital Management
Washington
$7.63M -$10.2M -196,256 -57%
FA
9
Fermata Advisors
California
$7.45M +$616K +11,804 +9%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.19M +$2.48M +47,565 +64%
YWM
11
Yoder Wealth Management
California
$5.78M -$62.9K -1,205 -1%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.05M +$5.17M +99,010 New
HCC
13
Hirtle Callaghan & Co
Pennsylvania
$3.42M
AWM
14
AE Wealth Management
Kansas
$3.28M -$68.4K -1,311 -2%
TIM
15
Tortoise Investment Management
New York
$3.15M +$299K +5,730 +10%
BRIA
16
Balanced Rock Investment Advisors
Massachusetts
$3.12M +$89.9K +1,722 +3%
WIA
17
Wealthedge Investment Advisors
New York
$3.06M -$10.2M -196,061 -77%
AFC
18
Ares Financial Consulting
California
$2.92M -$143K -2,748 -5%
TM
19
Torren Management
California
$2.88M +$190K +3,633 +7%
UBS Group
20
UBS Group
Switzerland
$2.81M +$581K +11,135 +25%
AA
21
Ancora Advisors
Ohio
$2.8M +$522K +10,000 +22%
Morgan Stanley
22
Morgan Stanley
New York
$2.57M +$42.7K +818 +2%
SA
23
SJBenen ADVISORY
North Carolina
$2.51M -$1.6M -30,585 -38%
FFN
24
Focus Financial Network
Minnesota
$2.47M +$12.6K +242 +0.5%
Goldman Sachs
25
Goldman Sachs
New York
$1.99M +$919K +17,604 +82%