PIMCO ETF TR (LTPZ): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

PIMCO ETF TR (LTPZ)

92 + Investors. Track Smart Money conviction in LTPZ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LTPZ

Based on 88 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added LTPZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

88 hedge funds hold LTPZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

54 buying39 selling

Last quarter: 54 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new LTPZ position: 14 → 11 → 14 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 22% medium ■ 28% new

44 out of 88 hedge funds have held LTPZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📈

Growing discovery — still being found

21 → 14 → 11 → 14 → 23 new funds/Q

New funds entering each quarter: 14 → 11 → 14 → 23. A growing number of institutions are discovering LTPZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 10% 1-2yr ■ 32% new

Of 92 current holders: 54 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds

12 of 88 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	92	78	17.95%
13F Shares	5M	5M	4.14%
Total Value	$261M	$258M	1.12%
New Positions	23	14	+9
Increased Positions	39	26	+13
Closed Positions	10	12	-2
Reduced Positions	32	30	+2
Total Calls	2	2	-
Total Puts	2	2	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

17.95%

13F Shares

4.14%

Total Value

$261M

$258M

1.12%

New Positions

Increased Positions

+13

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q1)

92 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LTPZ. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of LTPZ — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mid-American Wealth Advisory Group, Inc.	4.20%	192,125	$9.9M
2	Yoder Wealth Management, Inc.	2.63%	113,266	$5.8M
3	Ares Financial Consulting, LLC	2.30%	57,193	$2.9M
4	SJBENEN ADVISORY, LLC	2.09%	49,101	$2.5M
5	Fermata Advisors, LLC	1.68%	146,045	$7.5M
6	ALTFEST L J & CO INC	1.50%	275,103	$14.0M
7	Torren Management, LLC	1.44%	56,485	$2.9M
8	CENTRAL TRUST Co	0.75%	749,709	$38.3M
9	Sovran Advisors, LLC	0.65%	160,618	$8.3M
10	Winter & Associates, Inc.	0.49%	10,878	$562K
11	Comprehensive Money Management Services LLC	0.40%	11,925	$609K
12	IRON Financial LLC	0.34%	15,169	$774K
13	GFS Advisors, LLC	0.18%	28,260	$1.4M
14	Aegis Wealth Management, Inc.	0.18%	4,445	$227K
15	Kastel Capital Advisors, LLC	0.13%	4,105	$212K
16	EVOLUTION WEALTH MANAGEMENT INC.	0.11%	2,847	$145K
17	Focus Financial Network, Inc.	0.09%	48,455	$2.5M
18	AVAII WEALTH MANAGEMENT, LLC	0.09%	4,889	$249K
19	United Advisor Group, LLC	0.03%	5,000	$255K
20	Baker Ellis Asset Management LLC	0.03%	4,710	$240K
21	Elevated Capital Advisors, LLC	0.02%	1,852	$95K
22	Dynamic Advisor Solutions LLC	0.02%	13,187	$673K
23	GenTrust, LLC	0.01%	5,333	$272K
24	Networth Advisors, LLC	0.01%	305	$16K
25	Avior Wealth Management, LLC	0.01%	6,070	$310K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — PIMCO ETF TR (LTPZ)

What does the Smart Money Trend signal show for LTPZ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added LTPZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LTPZ?

Slight buying edge — 58% buying: Last quarter: 54 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LTPZ holders?

Smaller funds dominant — 18% AUM from top-100: 12 of 88 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held LTPZ?

50% of holders stayed for 2+ years: 44 out of 88 hedge funds have held LTPZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

PIMCO ETF TR (LTPZ)

Smart Money Signals — LTPZ

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

Slight buying edge — 58% buying

More new buyers each quarter (+9 vs last Q)

50% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 59% of holders stayed 2+ years

Smaller funds dominant — 18% AUM from top-100

Hedge Fund Ownership: LTPZ

Market Analysis: LTPZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LTPZ

Hedge Fund Positioning: LTPZ

Statistics: LTPZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — PIMCO ETF TR (LTPZ)

Welcome to 13Foresight!