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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.

New
Increased
Maintained
Reduced
Closed
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
$7.48M
Puts
$1.51M
Net Calls
+$5.97M
Net Calls Change
-$2.08M

Top Buyers

1
ACM
Avos Capital Management
Washington
+$3.93M
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$3.66M
3
LJAC
L.J. Altfest & Co
New York
+$3.4M
4
TIM
Tortoise Investment Management
New York
+$2.48M
5
WIA
Wealthedge Investment Advisors
New York
+$2.31M

Top Sellers

1
G
GenTrust
Florida
-$32.6M
2
AIP
Almanack Investment Partners
Pennsylvania
-$22.8M
3
EF
Empowered Funds
Pennsylvania
-$15.7M
4
EW
Evoke Wealth
California
-$5.95M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
-$3.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$250K +$1.42K +27 +0.6%
First Manhattan
52
First Manhattan
New York
$210K +$210K +4,010 New
AC
53
Addison Capital
Pennsylvania
$200K -$420 -8 -0.2%
ACA
54
Atlas Capital Advisors
Wyoming
$199K -$26.2K -500 -12%
BWL
55
Bogart Wealth LLC
Virginia
$191K – – –
Osaic Holdings
56
Osaic Holdings
Arizona
$188K +$91.4K +1,755 +94%
IA
57
IFP Advisors
Florida
$131K +$120K +2,291 +1,096%
SL
58
Salomon & Ludwin
Virginia
$73.3K +$73.3K +1,404 New
EWM
59
Evolution Wealth Management
Florida
$60K +$60K +1,144 New
MCM
60
MAI Capital Management
Ohio
$53K – – –
EDRH
61
Edmond de Rothschild Holding
Switzerland
$45.7K – – –
NC
62
North Capital
Utah
$26.2K – – –
CFD
63
Creative Financial Designs
Indiana
$9.83K +$158 +3 +2%
PWM
64
Proathlete Wealth Management
Florida
$9.13K – – –
WWM
65
Wolff Wiese Magana
California
$8.92K – – –
PA
66
Parallel Advisors
California
$8.86K – – –
T
67
Transce3nd
Texas
$8.76K +$1.15K +22 +15%
RPA
68
Redwood Park Advisors
California
$7.64K +$52 +1 +0.7%
PS
69
Principal Securities
Iowa
$7.56K – – –
PSFG
70
Park Square Financial Group
Georgia
$7.24K +$2.36K +45 +48%
SPIA
71
Steward Partners Investment Advisory
New York
$4.86K +$105 +2 +2%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$3.67K +$3.67K +70 New
EWA
73
EQ Wealth Advisors
Texas
$2.94K – – –
AG
74
AmeriFlex Group
Nevada
$2.66K +$52 +1 +2%
Comerica Bank
75
Comerica Bank
Texas
$2.15K +$1.89K +36 +720%
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