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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund

96 hedge funds and large institutions have $266M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

2% more capital invested

Capital invested by funds: $262M → $266M (+$4.39M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
96
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.46M
Puts
$2.86M
Net Calls
Net Calls Change

Top Buyers

1 +$5.61M
2 +$4.34M
3 +$2.67M
4
CTC
Central Trust Company
Missouri
+$2.26M
5
Jane Street
Jane Street
New York
+$2.22M

Top Sellers

1 -$9.31M
2 -$5.79M
3 -$3.43M
4
Wells Fargo
Wells Fargo
California
-$3.19M
5
Morgan Stanley
Morgan Stanley
New York
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$484K
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$477K
VCWA
53
Vanguard Capital Wealth Advisors
Colorado
$474K
CMMS
54
Comprehensive Money Management Services
Florida
$444K
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$430K
SW
56
SteelPeak Wealth
California
$391K
EP
57
Essential Partners
California
$373K
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$362K
AWM
59
Avior Wealth Management
Nebraska
$317K
GWM
60
Greenwich Wealth Management
Connecticut
$286K
Stifel Financial
61
Stifel Financial
Missouri
$281K
UAG
62
United Advisor Group
Ohio
$259K
AWM
63
Avaii Wealth Management
Wisconsin
$252K
MWM
64
Modera Wealth Management
New Jersey
$246K
BEAM
65
Baker Ellis Asset Management
Washington
$244K
GS
66
GWN Securities
Florida
$237K
ACA
67
Atlas Capital Advisors
Wyoming
$235K
AWMI
68
Aegis Wealth Management (Iowa)
Iowa
$231K
ASN
69
Advisory Services Network
Georgia
$225K
Raymond James Financial
70
Raymond James Financial
Florida
$223K
KCA
71
Kastel Capital Advisors
Massachusetts
$212K
TCBWMS
72
Texas Capital Bank Wealth Management Services
Texas
$209K
Jones Financial Companies
73
Jones Financial Companies
Missouri
$195K
IA
74
IFP Advisors
Florida
$181K
KAS
75
Kestra Advisory Services
Texas
$175K