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

79 hedge funds and large institutions have $245M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $7.48M | Put options by funds: $1.51M

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

2% less funds holding

Funds holding: 81 → 79 (-2)

5.35% less ownership

Funds ownership: 41.24% → 35.89% (-5.3%)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

20% less capital invested

Capital invested by funds: $307M → $245M (-$62M)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.04%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
13
Increased
37
Reduced
16
Closed
15
Calls
$7.48M
Puts
$1.51M
Net Calls
+$5.97M
Net Calls Change
-$2.08M

Top Buyers

Rank Fund Capital Flow
1
ACM
Avos Capital Management
Washington
+$3.88M
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$3.61M
3
LJAC
L.J. Altfest & Co
New York
+$3.35M
4
TIM
Tortoise Investment Management
New York
+$2.45M
5
WIA
Wealthedge Investment Advisors
New York
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
G
GenTrust
Florida
-$32.2M
2
AIP
Almanack Investment Partners
Pennsylvania
-$22.8M
3
EF
Empowered Funds
Pennsylvania
-$15.7M
4
EW
Evoke Wealth
California
-$5.88M
5
MPW
MGO Private Wealth
California
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEM
26
Global Endowment Management
North Carolina
$1.57M +$1.55M +30,000 New
GP
27
Greenline Partners
New York
$1.43M +$1.41M +27,208 New
QC
28
Quadrature Capital
United Kingdom
$1.4M +$1.38M +26,730 New
ECA
29
Elevated Capital Advisors
Utah
$1.33M – – –
PAG
30
Private Advisor Group
New Jersey
$1.19M +$79.4K +1,533 +7%
MPW
31
MGO Private Wealth
California
$1.19M -$1.49M -28,849 -56%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.18M +$14.5K +280 +1%
IF
33
IRON Financial
Illinois
$1.13M +$49.8K +961 +5%
AG
34
AlTi Global
New York
$1.12M – – –
FPAS
35
Focus Partners Advisor Solutions
Missouri
$972K -$93.4K -1,804 -9%
EP
36
Essential Partners
California
$882K +$871K +16,812 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$794K +$5.38K +104 +0.7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$776K -$518K -10,011 -40%
GS
39
GTS Securities
New York
$758K -$27.7K -535 -4%
DAS
40
Dynamic Advisor Solutions
Arizona
$627K +$196K +3,779 +46%
Raymond James Financial
41
Raymond James Financial
Florida
$601K -$249K -4,800 -30%
VCWA
42
Vanguard Capital Wealth Advisors
Colorado
$538K +$531K +10,247 New
Goldman Sachs
43
Goldman Sachs
New York
$485K – – –
IA
44
IFG Advisory
Georgia
$442K +$45.3K +875 +12%
GS
45
GWN Securities
Florida
$441K +$225K +4,341 +107%
G
46
GenTrust
Florida
$432K -$32.2M -620,970 -99%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$429K -$36.9K -712 -8%
AWM
48
Avior Wealth Management
Nebraska
$372K -$43.7K -844 -11%
KAS
49
Kestra Advisory Services
Texas
$334K -$32.6K -629 -9%
AWM
50
Avaii Wealth Management
Wisconsin
$275K +$44.2K +854 +19%
1
2
3 4

LTPZ Hedge Fund Activity: Q2 2025 in Review

79 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q2 2025, worth a combined $245M — down 20% from $307M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of LTPZ and 13 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 37 added.

The largest buyer was Avos Capital Management, adding an estimated $3.88M. The largest seller was GenTrust, cutting an estimated $32.2M.

  • 79 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q2 2025, down from 81 in Q1 2025.
  • Funds reported $245M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q2 2025, down 20% quarter-over-quarter.
  • 13 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q2 2025 and 15 closed out, a net change of -2 holders.
  • The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q2 2025 was Avos Capital Management, an estimated $3.88M added.
  • The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q2 2025 was GenTrust, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2025.