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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund

82 hedge funds and large institutions have $262M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $5.4M | Put options by funds: $1.83M

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $245M → $262M (+$16.6M)

4% more funds holding

Funds holding: 7982 (+3)

0.95% more ownership

Funds ownership: 35.89%36.85% (+0.95%)

7% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 28

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
18
Increased
26
Reduced
28
Closed
13
Calls
$5.4M
Puts
$1.83M
Net Calls
+$3.56M
Net Calls Change
-$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
1
Evoke Wealth
California
$41.2M -$9.86M -188,784 -20%
CTC
2
Central Trust Company
Missouri
$35.7M +$6.07M +116,224 +21%
Wells Fargo
3
Wells Fargo
California
$24.6M -$551K -10,553 -2%
Northern Trust
4
Northern Trust
Illinois
$18.8M +$355K +6,790 +2%
ACM
5
Avos Capital Management
Washington
$17.9M +$2.99M +57,281 +21%
WIA
6
Wealthedge Investment Advisors
New York
$14.2M +$160K +3,071 +1%
MAWAG
7
Mid-American Wealth Advisory Group
Missouri
$10.2M +$276K +5,279 +3%
SA
8
Sovran Advisors
California
$9.33M +$600K +11,498 +7%
FWP
9
Forefront Wealth Partners
Texas
$9.31M +$9.12M +174,669 New
LJAC
10
L.J. Altfest & Co
New York
$6.93M +$3.4M +65,192 +101%
FA
11
Fermata Advisors
California
$6.74M -$255K -4,883 -4%
YWM
12
Yoder Wealth Management
California
$5.94M +$399K +7,643 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.01M +$3.83M +73,434 +4,161%
Morgan Stanley
14
Morgan Stanley
New York
$3.77M -$23.7K -453 -0.6%
AWM
15
AE Wealth Management
Kansas
$3.56M -$128K -2,443 -4%
HCC
16
Hirtle Callaghan & Co
Pennsylvania
$3.13M
BRIA
17
Balanced Rock Investment Advisors
Massachusetts
$2.99M +$245K +4,692 +9%
UBS Group
18
UBS Group
Switzerland
$2.98M -$3.65K -70 -0.1%
TIM
19
Tortoise Investment Management
New York
$2.79M +$146K +2,792 +6%
LAS
20
Lloyd Advisory Services
Georgia
$2.51M -$26.4K -506 -1%
PWAC
21
Private Wealth Advisors (California)
California
$2.48M -$121K -2,322 -5%
FFN
22
Focus Financial Network
Minnesota
$2.4M +$2.36M +45,118 New
AA
23
Ancora Advisors
Ohio
$2.39M
LPL Financial
24
LPL Financial
California
$1.95M -$313K -5,989 -14%
Bank of America
25
Bank of America
North Carolina
$1.68M -$111K -2,134 -6%