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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
ASN
51
Advisory Services Network
Georgia
$274K +$274K +5,285 New
MWM
52
Modera Wealth Management
New Jersey
$250K +$1.4K +27 +0.6%
AWA
53
Authentikos Wealth Advisory
California
$228K +$225K +4,338 New
First Manhattan
54
First Manhattan
New York
$210K +$208K +4,010 New
AC
55
Addison Capital
Pennsylvania
$200K -$414 -8 -0.2%
ACA
56
Atlas Capital Advisors
Wyoming
$199K -$25.9K -500 -12%
BWL
57
Bogart Wealth LLC
Virginia
$191K – – –
IA
58
IFP Advisors
Florida
$131K +$119K +2,291 +1,096%
Osaic Holdings
59
Osaic Holdings
Arizona
$92.6K -$4.92K -95 -5%
SL
60
Salomon & Ludwin
Virginia
$73.3K +$72.7K +1,404 New
EWM
61
Evolution Wealth Management
Florida
$60K +$59.2K +1,144 New
MCM
62
MAI Capital Management
Ohio
$53K – – –
EDRH
63
Edmond de Rothschild Holding
Switzerland
$45.7K – – –
Q1WB
64
Quest 10 Wealth Builders
Virginia
$27.9K +$880 +17 +3%
NC
65
North Capital
Utah
$26.2K – – –
CFD
66
Creative Financial Designs
Indiana
$9.83K +$155 +3 +2%
PWM
67
Proathlete Wealth Management
Florida
$9.13K – – –
WWM
68
Wolff Wiese Magana
California
$8.92K – – –
PA
69
Parallel Advisors
California
$8.86K – – –
T
70
Transce3nd
Texas
$8.76K +$1.14K +22 +15%
RPA
71
Redwood Park Advisors
California
$7.64K +$52 +1 +0.7%
PS
72
Principal Securities
Iowa
$7.56K – – –
PSFG
73
Park Square Financial Group
Georgia
$7.24K +$2.33K +45 +48%
SPIA
74
Steward Partners Investment Advisory
New York
$4.86K +$104 +2 +2%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$3.67K +$3.63K +70 New
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.