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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
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Overview Fund Activity

76 hedge funds and large institutions have $244M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-5
Holders Change %
-6.17%
% of All Funds
1.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
11
Increased
37
Reduced
15
Closed
14
Calls
$7.48M
Puts
$1.51M
Net Calls
+$5.97M
Net Calls Change
-$2.08M

Top Buyers

1
ACM
Avos Capital Management
Washington
$14.6M
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
$9.74M
3
LJAC
L.J. Altfest & Co
New York
$3.4M
4
TIM
Tortoise Investment Management
New York
$2.6M
5
WIA
Wealthedge Investment Advisors
New York
$13.8M

Top Sellers

1
G
GenTrust
Florida
$432K
2
AIP
Almanack Investment Partners
Pennsylvania
$0
3
EF
Empowered Funds
Pennsylvania
$0
4
EW
Evoke Wealth
California
$50.4M
5
HCC
Hirtle Callaghan & Co
Pennsylvania
$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
1
Evoke Wealth
California
$50.4M -$5.95M -113,490 -11%
CTC
2
Central Trust Company
Missouri
$29.1M +$885K +16,869 +3%
Wells Fargo
3
Wells Fargo
California
$24.8M +$1.7M +32,360 +7%
Northern Trust
4
Northern Trust
Illinois
$18.2M +$1.83M +34,804 +11%
ACM
5
Avos Capital Management
Washington
$14.6M +$3.93M +74,958 +37%
WIA
6
Wealthedge Investment Advisors
New York
$13.8M +$2.31M +44,059 +20%
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$9.74M +$3.66M +69,754 +60%
SA
8
Sovran Advisors
California
$8.31M -$236K -4,594 -3%
FA
9
Fermata Advisors
California
$6.9M -$632K -12,052 -8%
YWM
10
Yoder Wealth Management
California
$5.45M +$306K +5,830 +6%
Morgan Stanley
11
Morgan Stanley
New York
$3.74M +$591K +11,262 +19%
AWM
12
AE Wealth Management
Kansas
$3.63M +$1.52M +29,058 +72%
LJAC
13
L.J. Altfest & Co
New York
$3.4M +$3.4M +64,783 New
Jane Street
14
Jane Street
New York
$3.21M +$28.5K +543 +0.9%
HCC
15
Hirtle Callaghan & Co
Pennsylvania
$2.96M -$3.09M – –
UBS Group
16
UBS Group
Switzerland
$2.94M -$554K -10,549 -16%
BRIA
17
Balanced Rock Investment Advisors
Massachusetts
$2.7M +$942K +17,955 +54%
TIM
18
Tortoise Investment Management
New York
$2.6M +$2.48M +47,234 +1,964%
PWAC
19
Private Wealth Advisors (California)
California
$2.57M +$72.3K +1,377 +3%
LAS
20
Lloyd Advisory Services
Georgia
$2.5M +$73.1K +1,394 +3%
AA
21
Ancora Advisors
Ohio
$2.35M +$133K +2,530 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.33M +$595K +11,344 +34%
LPL Financial
23
LPL Financial
California
$2.23M +$581K +11,065 +35%
CIG
24
CHB Investment Group
Pennsylvania
$2.11M +$65.4K +1,246 +3%
Bank of America
25
Bank of America
North Carolina
$1.77M +$529K +10,088 +43%
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