LTPZ icon

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

Overview Fund Activity

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.

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.15%
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
1
GenTrust
Florida
$32.1M
2
Wells Fargo
2
Wells Fargo
California
$26.8M
3
ACM
3
Avos Capital Management
Washington
$11.3M
4
WIA
4
Wealthedge Investment Advisors
New York
$7.61M
5
SA
5
Sovran Advisors
California
$7.61M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$274K
2
Northern Trust
2
Northern Trust
Illinois
$14.5M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
EW
4
Evoke Wealth
California
$59.7M
5
Bank of America
5
Bank of America
North Carolina
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
PS
76
Principal Securities
Iowa
$7.5K 144 – –
Q1WB
77
Quest 10 Wealth Builders
Virginia
$6.82K 131 +131 New
CA
78
Continuum Advisory
Idaho
$6.09K 117 – –
TRCT
79
Tower Research Capital (TRC)
New York
$5.78K 111 +111 New
Comerica Bank
80
Comerica Bank
Texas
$5.62K 108 -96 -47%
SPIA
81
Steward Partners Investment Advisory
New York
$4.73K 91 +1 +1%
DRP
82
Decker Retirement Planning
Utah
$3.72K 71 +71 New
Bessemer Group
83
Bessemer Group
New Jersey
$3K 55 -1,605 -97%
AG
84
AmeriFlex Group
Nevada
$2.92K 55 +55 New
FFA
85
Farther Finance Advisors
California
$1.67K 32 +32 New
RWPA
86
Richard W. Paul & Associates
Michigan
$1.34K 26 – –
AIP
87
Almanack Investment Partners
Pennsylvania
– – -130,602 Closed
GS
88
GTS Securities
New York
– – -34,977 Closed
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
– – -11,222 Closed
Creative Planning
90
Creative Planning
Kansas
– – -11,093 Closed
BBHC
91
Brown Brothers Harriman & Co
New York
– – -10,645 Closed
MA
92
Mutual Advisors
Nebraska
– – -8,750 Closed
MA
93
MAS Advisors
Florida
– – -8,335 Closed
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
– – -8,301 Closed
HF
95
HRT Financial
New York
– – -7,980 Closed
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
– – -4,160 Closed
FFN
97
Focus Financial Network
Minnesota
– – -4,132 Closed
Simplex Trading
98
Simplex Trading
Illinois
– – -2,998 Closed
AP
99
Aspect Partners
Virginia
– – -2,195 Closed
CFGS
100
Concourse Financial Group Securities
Alabama
– – -1,000 Closed
1 2 3
4
5