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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
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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 %
MWM
51
Modera Wealth Management
New Jersey
$250K 4,757 +27 +0.6%
First Manhattan
52
First Manhattan
New York
$210K 4,010 +4,010 New
AC
53
Addison Capital
Pennsylvania
$200K 3,814 -8 -0.2%
ACA
54
Atlas Capital Advisors
Wyoming
$199K 3,800 -500 -12%
BWL
55
Bogart Wealth LLC
Virginia
$191K 3,640 – –
Osaic Holdings
56
Osaic Holdings
Arizona
$188K 3,615 +1,755 +94%
IA
57
IFP Advisors
Florida
$131K 2,500 +2,291 +1,096%
SL
58
Salomon & Ludwin
Virginia
$73.3K 1,404 +1,404 New
EWM
59
Evolution Wealth Management
Florida
$60K 1,144 +1,144 New
MCM
60
MAI Capital Management
Ohio
$53K 1,010 – –
EDRH
61
Edmond de Rothschild Holding
Switzerland
$45.7K 871 – –
NC
62
North Capital
Utah
$26.2K 500 – –
CFD
63
Creative Financial Designs
Indiana
$9.83K 187 +3 +2%
PWM
64
Proathlete Wealth Management
Florida
$9.13K 174 – –
WWM
65
Wolff Wiese Magana
California
$8.92K 170 – –
PA
66
Parallel Advisors
California
$8.86K 169 – –
T
67
Transce3nd
Texas
$8.76K 167 +22 +15%
RPA
68
Redwood Park Advisors
California
$7.64K 146 +1 +0.7%
PS
69
Principal Securities
Iowa
$7.56K 144 – –
PSFG
70
Park Square Financial Group
Georgia
$7.24K 138 +45 +48%
SPIA
71
Steward Partners Investment Advisory
New York
$4.86K 93 +2 +2%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$3.67K 70 +70 New
EWA
73
EQ Wealth Advisors
Texas
$2.94K 56 – –
AG
74
AmeriFlex Group
Nevada
$2.66K 51 +1 +2%
Comerica Bank
75
Comerica Bank
Texas
$2.15K 41 +36 +720%
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