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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund

81 hedge funds and large institutions have $307M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $4.51M

3% more capital invested

Capital invested by funds: $297M → $307M (+$9.79M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.66% less ownership

Funds ownership: 42.9%41.24% (-1.7%)

6% less funds holding

Funds holding: 8681 (-5)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
26
Reduced
30
Closed
19
Calls
$12.6M
Puts
$4.51M
Net Calls
+$8.05M
Net Calls Change
+$4.95M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
1
Evoke Wealth
California
$58.9M -$3.68M -68,720 -6%
G
2
GenTrust
Florida
$34.5M +$757K +14,144 +2%
CTC
3
Central Trust Company
Missouri
$29.5M +$924K +17,283 +3%
Wells Fargo
4
Wells Fargo
California
$24.1M -$3.97M -74,194 -14%
AIP
5
Almanack Investment Partners
Pennsylvania
$22.8M +$22.3M +416,481 New
Northern Trust
6
Northern Trust
Illinois
$17.1M +$1.75M +32,658 +12%
EF
7
Empowered Funds
Pennsylvania
$15.7M +$15.3M +285,894 New
WIA
8
Wealthedge Investment Advisors
New York
$12.1M +$3.93M +73,556 +50%
ACM
9
Avos Capital Management
Washington
$11.2M -$504K -9,429 -4%
SA
10
Sovran Advisors
California
$8.59M +$920K +17,192 +12%
FA
11
Fermata Advisors
California
$7.87M -$217K -4,056 -3%
MAWAG
12
Mid-American Wealth Advisory Group
Missouri
$6.35M -$1.1M -20,553 -15%
YWM
13
Yoder Wealth Management
California
$5.38M +$150K +2,813 +3%
UBS Group
14
UBS Group
Switzerland
$3.65M -$123K -2,301 -3%
Jane Street
15
Jane Street
New York
$3.32M +$1.86M +34,791 +135%
Morgan Stanley
16
Morgan Stanley
New York
$3.29M -$114K -2,128 -3%
HCC
17
Hirtle Callaghan & Co
Pennsylvania
$3.09M
MPW
18
MGO Private Wealth
California
$2.83M +$352K +6,585 +15%
PWAC
19
Private Wealth Advisors (California)
California
$2.61M +$66.5K +1,244 +3%
LAS
20
Lloyd Advisory Services
Georgia
$2.54M -$824K -15,395 -25%
AA
21
Ancora Advisors
Ohio
$2.32M +$535K +10,000 +31%
AWM
22
AE Wealth Management
Kansas
$2.2M -$10.1M -188,272 -82%
CIG
23
CHB Investment Group
Pennsylvania
$2.14M +$120K +2,236 +6%
BRIA
24
Balanced Rock Investment Advisors
Massachusetts
$1.84M +$36.7K +687 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.81M +$89.4K +1,672 +5%