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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund

82 hedge funds and large institutions have $262M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $5.4M | Put options by funds: $1.83M

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $245M → $262M (+$16.6M)

4% more funds holding

Funds holding: 7982 (+3)

0.95% more ownership

Funds ownership: 35.89%36.85% (+0.95%)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
26
Reduced
28
Closed
13
Calls
$5.4M
Puts
$1.83M
Net Calls
+$3.56M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
26
Focus Partners Advisor Solutions
Missouri
$1.66M +$660K +12,640 +68%
GEM
27
Global Endowment Management
North Carolina
$1.6M
GP
28
Greenline Partners
New York
$1.57M +$114K +2,190 +8%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.55M -$794K -15,198 -34%
MPW
30
MGO Private Wealth
California
$1.3M +$85.7K +1,642 +7%
ECA
31
Elevated Capital Advisors
Utah
$1.18M -$106K -2,025 -8%
IF
32
IRON Financial
Illinois
$1.18M +$34.1K +653 +3%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.17M -$28.5K -545 -2%
PAG
34
Private Advisor Group
New Jersey
$1.16M -$46.7K -895 -4%
AG
35
AlTi Global
New York
$1.01M -$131K -2,500 -12%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$726K -$79.6K -1,524 -10%
DAS
37
Dynamic Advisor Solutions
Arizona
$625K -$11.4K -219 -2%
Jane Street
38
Jane Street
New York
$565K -$2.64M -50,475 -83%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$526K +$515K +9,869 New
Citadel Advisors
40
Citadel Advisors
Florida
$523K +$513K +9,815 New
VCWA
41
Vanguard Capital Wealth Advisors
Colorado
$512K -$33.2K -636 -6%
IA
42
IFG Advisory
Georgia
$510K +$60.3K +1,155 +14%
Goldman Sachs
43
Goldman Sachs
New York
$493K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$458K -$323K -6,187 -42%
G
45
GenTrust
Florida
$439K -$104 -2 -0%
EP
46
Essential Partners
California
$392K -$493K -9,451 -56%
TRCT
47
Tower Research Capital (TRC)
New York
$390K +$382K +7,319 New
CMMS
48
Comprehensive Money Management Services
Florida
$388K +$380K +7,280 New
US Bancorp
49
US Bancorp
Minnesota
$381K +$373K +7,144 New
AWM
50
Avior Wealth Management
Nebraska
$367K -$10.5K -202 -3%

LTPZ Hedge Fund Activity: Q3 2025 in Review

82 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q3 2025, worth a combined $262M — up 6.8% from $245M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LTPZ positions and 13 closed out — a net gain of 5 holders — while 26 added to existing stakes and 28 trimmed.

The largest buyer was Forefront Wealth Partners, opening a new position worth an estimated $9.12M. The largest seller was Evoke Wealth, cutting an estimated $9.86M.

  • 82 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q3 2025, up from 79 in Q2 2025.
  • Funds reported $262M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q3 2025, up 6.8% quarter-over-quarter.
  • 18 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q3 2025 and 13 closed out, a net change of +5 holders.
  • The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q3 2025 was Forefront Wealth Partners, an estimated $9.12M added.
  • The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q3 2025 was Evoke Wealth, an estimated $9.86M sold.

Based on aggregated 13F filings for Q3 2025.