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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

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

91% more call options, than puts

Call options by funds: $5.46M | Put options by funds: $2.86M

17% more funds holding

Funds holding: 8296 (+14)

1.52% more ownership

Funds ownership: 36.85%38.36% (+1.5%)

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
+14
Holders Change %
+17.07%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
32
Reduced
30
Closed
12
Calls
$5.46M
Puts
$2.86M
Net Calls
+$2.6M
Net Calls Change
-$961K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$484K +$162K +3,046 +48%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$477K +$489K +9,208 New
VCWA
53
Vanguard Capital Wealth Advisors
Colorado
$474K -$23.5K -442 -5%
CMMS
54
Comprehensive Money Management Services
Florida
$444K +$69.3K +1,305 +18%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$430K -$15.6K -293 -3%
SW
56
SteelPeak Wealth
California
$391K +$400K +7,526 New
EP
57
Essential Partners
California
$373K -$7.86K -148 -2%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$362K +$372K +7,002 New
AWM
59
Avior Wealth Management
Nebraska
$317K -$40.3K -758 -11%
GWM
60
Greenwich Wealth Management
Connecticut
$286K +$34.1K +642 +13%
Stifel Financial
61
Stifel Financial
Missouri
$281K +$289K +5,439 New
UAG
62
United Advisor Group
Ohio
$259K
AWM
63
Avaii Wealth Management
Wisconsin
$252K -$19.9K -374 -7%
MWM
64
Modera Wealth Management
New Jersey
$246K
BEAM
65
Baker Ellis Asset Management
Washington
$244K +$48.3K +910 +24%
GS
66
GWN Securities
Florida
$237K +$243K +4,573 New
ACA
67
Atlas Capital Advisors
Wyoming
$235K +$241K +4,540 New
AWMI
68
Aegis Wealth Management (Iowa)
Iowa
$231K +$237K +4,468 New
ASN
69
Advisory Services Network
Georgia
$225K -$54.8K -1,031 -19%
Raymond James Financial
70
Raymond James Financial
Florida
$223K -$118K -2,217 -34%
KCA
71
Kastel Capital Advisors
Massachusetts
$212K +$218K +4,105 New
TCBWMS
72
Texas Capital Bank Wealth Management Services
Texas
$209K +$215K +4,045 New
Jones Financial Companies
73
Jones Financial Companies
Missouri
$195K +$126K +2,372 +170%
IA
74
IFP Advisors
Florida
$181K
KAS
75
Kestra Advisory Services
Texas
$175K -$68.4K -1,288 -28%