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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
Raymond James Financial
51
Raymond James Financial
Florida
$348K -$257K -4,919 -43%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$336K +$329K +6,297 New
ASN
53
Advisory Services Network
Georgia
$287K +$4.91K +94 +2%
AWM
54
Avaii Wealth Management
Wisconsin
$280K +$209 +4 +0.1%
UAG
55
United Advisor Group
Ohio
$266K +$261K +5,000 New
GWM
56
Greenwich Wealth Management
Connecticut
$260K +$255K +4,881 New
MWM
57
Modera Wealth Management
New Jersey
$253K
KAS
58
Kestra Advisory Services
Texas
$249K -$88.6K -1,697 -27%
BEAM
59
Baker Ellis Asset Management
Washington
$202K +$198K +3,800 New
SEIA
60
Signature Estate & Investment Advisors
California
$201K +$197K +3,771 New
BWL
61
Bogart Wealth LLC
Virginia
$194K
IA
62
IFP Advisors
Florida
$186K +$52.2K +1,000 +40%
EWM
63
Evolution Wealth Management
Florida
$118K +$55.7K +1,066 +93%
SL
64
Salomon & Ludwin
Virginia
$74.6K
Jones Financial Companies
65
Jones Financial Companies
Missouri
$74.1K -$357K -6,843 -83%
MCM
66
MAI Capital Management
Ohio
$53.8K
EDRH
67
Edmond de Rothschild Holding
Switzerland
$46.4K
AAP
68
Arax Advisory Partners
Colorado
$43.6K +$42.8K +819 New
Q1WB
69
Quest 10 Wealth Builders
Virginia
$28.8K +$522 +10 +2%
Bessemer Group
70
Bessemer Group
New Jersey
$27K +$26.2K +501 New
NC
71
North Capital
Utah
$26.7K +$52 +1 +0.2%
WOSD
72
WFA of San Diego
California
$14.9K +$14.6K +280 New
CFD
73
Creative Financial Designs
Indiana
$10.1K +$157 +3 +2%
PA
74
Parallel Advisors
California
$9K -$52 -1 -0.6%
Comerica Bank
75
Comerica Bank
Texas
$7.94K +$5.64K +108 +263%