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

86 hedge funds and large institutions have $297M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

60% more call options, than puts

Call options by funds: $8.27M | Put options by funds: $5.17M

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

12% more capital invested

Capital invested by funds: $265M → $297M (+$32M)

8% more funds holding

Funds holding: 80 → 86 (+6)

3.55% more ownership

Funds ownership: 39.35% → 42.9% (+3.6%)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
27
Increased
23
Reduced
29
Closed
20
Calls
$8.27M
Puts
$5.17M
Net Calls
+$3.1M
Net Calls Change
-$194K

Top Buyers

1
G
GenTrust
Florida
+$33.7M
2
Wells Fargo
Wells Fargo
California
+$23.9M
3
Goldman Sachs
Goldman Sachs
New York
+$7.96M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$3.05M
5
MPW
MGO Private Wealth
California
+$2.46M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$30.8M
2
Northern Trust
Northern Trust
Illinois
-$10.3M
3
AIP
Almanack Investment Partners
Pennsylvania
-$7.54M
4
EW
Evoke Wealth
California
-$6.68M
5
Bank of America
Bank of America
North Carolina
-$4.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Ancora Advisors
Ohio
$1.68M +$1.1M +20,000 +163%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.63M -$25K -456 -1%
BOSSRA
28
B.O.S.S. Retirement Advisors
Utah
$1.54M +$1.41M +25,760 +683%
Citadel Advisors
29
Citadel Advisors
Florida
$1.48M -$2.63M -47,940 -63%
Bank of America
30
Bank of America
North Carolina
$1.47M -$4.74M -86,552 -75%
Jane Street
31
Jane Street
New York
$1.34M -$2.81M -51,227 -67%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.34M -$135K -2,469 -9%
ECA
33
Elevated Capital Advisors
Utah
$1.24M +$256K +4,679 +25%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.14M +$442K +8,077 +58%
Raymond James Financial
35
Raymond James Financial
Florida
$1.03M +$1.08M +19,720 New
MFG
36
MidWestOne Financial Group
Iowa
$1.03M +$1.08M +19,701 New
GLR
37
Great Lakes Retirement
Ohio
$1.01M -$51.6K -943 -5%
IF
38
IRON Financial
Illinois
$995K -$758K -13,843 -42%
PAG
39
Private Advisor Group
New Jersey
$878K -$1.86K -34 -0.2%
HBS
40
Howard Bailey Securities
Indiana
$805K -$69.8K -1,274 -8%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$697K +$236K +4,308 +48%
AWM
42
Avior Wealth Management
Nebraska
$574K -$69.3K -1,266 -10%
AWA
43
Authentikos Wealth Advisory
California
$573K +$29K +529 +5%
FPAS
44
Focus Partners Advisor Solutions
Missouri
$518K -$571K -10,431 -51%
OPOWM
45
One Plus One Wealth Management
Florida
$481K +$506K +9,246 New
Citigroup
46
Citigroup
New York
$410K +$431K +7,878 New
PPWM
47
Paragon Private Wealth Management
Kentucky
$404K +$425K +7,763 New
IA
48
IFG Advisory
Georgia
$373K +$392K +7,160 New
HI
49
Harbour Investments
Wisconsin
$369K – – –
KAS
50
Kestra Advisory Services
Texas
$368K -$27.4K -500 -7%
1
2
3 4 5

LTPZ Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q4 2024, worth a combined $297M — up 12% from $265M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LTPZ positions and 20 closed out — a net gain of 7 holders — while 23 added to existing stakes and 29 trimmed.

The largest buyer was GenTrust, opening a new position worth an estimated $33.7M. The largest seller was International Assets Investment Management, cutting an estimated $30.8M.

  • 86 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q4 2024, up from 80 in Q3 2024.
  • Funds reported $297M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q4 2024, up 12% quarter-over-quarter.
  • 27 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q4 2024 and 20 closed out, a net change of +7 holders.
  • The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q4 2024 was GenTrust, an estimated $33.7M added.
  • The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q4 2024 was International Assets Investment Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2024.