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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ

86 hedge funds and large institutions have $297M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

60% more call options, than puts

Call options by funds: $8.27M | Put options by funds: $5.17M

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

12% more capital invested

Capital invested by funds: $265M → $297M (+$32M)

8% more funds holding

Funds holding: 80 → 86 (+6)

3.55% more ownership

Funds ownership: 39.35% → 42.9% (+3.6%)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
27
Increased
23
Reduced
29
Closed
20
Calls
$8.27M
Puts
$5.17M
Net Calls
+$3.1M
Net Calls Change
-$194K

Top Buyers

1
G
GenTrust
Florida
+$33.7M
2
Wells Fargo
Wells Fargo
California
+$23.9M
3
Goldman Sachs
Goldman Sachs
New York
+$7.96M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$3.05M
5
MPW
MGO Private Wealth
California
+$2.46M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$30.8M
2
Northern Trust
Northern Trust
Illinois
-$10.3M
3
AIP
Almanack Investment Partners
Pennsylvania
-$7.54M
4
EW
Evoke Wealth
California
-$6.68M
5
Bank of America
Bank of America
North Carolina
-$4.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
76
Principal Securities
Iowa
$7.5K – – –
Q1WB
77
Quest 10 Wealth Builders
Virginia
$6.82K +$7.17K +131 New
CA
78
Continuum Advisory
Idaho
$6.09K – – –
TRCT
79
Tower Research Capital (TRC)
New York
$5.78K +$6.08K +111 New
Comerica Bank
80
Comerica Bank
Texas
$5.62K -$5.26K -96 -47%
SPIA
81
Steward Partners Investment Advisory
New York
$4.73K +$55 +1 +1%
DRP
82
Decker Retirement Planning
Utah
$3.72K +$3.89K +71 New
Bessemer Group
83
Bessemer Group
New Jersey
$3K -$87.9K -1,605 -97%
AG
84
AmeriFlex Group
Nevada
$2.92K +$3.01K +55 New
FFA
85
Farther Finance Advisors
California
$1.67K +$1.75K +32 New
RWPA
86
Richard W. Paul & Associates
Michigan
$1.34K – – –
AIP
87
Almanack Investment Partners
Pennsylvania
– -$7.54M -130,602 Closed
GS
88
GTS Securities
New York
– -$2.02M -34,977 Closed
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
– -$615K -11,222 Closed
Creative Planning
90
Creative Planning
Kansas
– -$641K -11,093 Closed
BBHC
91
Brown Brothers Harriman & Co
New York
– -$615K -10,645 Closed
MA
92
Mutual Advisors
Nebraska
– -$484K -8,750 Closed
MA
93
MAS Advisors
Florida
– -$481K -8,335 Closed
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
– -$479K -8,301 Closed
HF
95
HRT Financial
New York
– -$460K -7,980 Closed
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
– -$240K -4,160 Closed
FFN
97
Focus Financial Network
Minnesota
– -$239K -4,132 Closed
Simplex Trading
98
Simplex Trading
Illinois
– -$173K -2,998 Closed
AP
99
Aspect Partners
Virginia
– -$127K -2,195 Closed
CFGS
100
Concourse Financial Group Securities
Alabama
– -$54.8K -1,000 Closed
1 2 3
4
5

LTPZ Hedge Fund Activity: Q4 2024 in Review

86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q4 2024, worth a combined $297M — up 12% from $265M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new LTPZ positions and 20 closed out — a net gain of 7 holders — while 23 added to existing stakes and 29 trimmed.

The largest buyer was GenTrust, opening a new position worth an estimated $33.7M. The largest seller was International Assets Investment Management, cutting an estimated $30.8M.

  • 86 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q4 2024, up from 80 in Q3 2024.
  • Funds reported $297M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q4 2024, up 12% quarter-over-quarter.
  • 27 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q4 2024 and 20 closed out, a net change of +7 holders.
  • The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q4 2024 was GenTrust, an estimated $33.7M added.
  • The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q4 2024 was International Assets Investment Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2024.