Pimco ETF Tr (LTPZ) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Pimco ETF Tr (LTPZ) following the 2026 Q2 hedge fund 13F filings?

As of today, LTPZ has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), LTPZ gained -5.9% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Pimco ETF Tr (LTPZ)

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

Smart Money Signals — LTPZ

Based on 89 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their LTPZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 93% of 3.0Y peak

93% of all-time peak

89 funds currently hold this stock — 93% of the 3.0-year high of 96 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 42% buying

42 buying57 selling

Last quarter: 57 funds reduced or exited vs 42 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 11 → 17 → 27 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 25% medium ■ 29% new

41 out of 89 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

16 → 11 → 17 → 27 → 14 new funds/Q

New funds entering each quarter: 11 → 17 → 27 → 14. A growing number of institutions are discovering LTPZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 54% veterans vs 29% newcomers

■ 54% veterans ■ 16% 1-2yr ■ 29% new

Entry-cohort mix of 92 holders: 50 (54%) are 2+ year veterans, 15 entered 1–2 years ago, and 27 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds

14 of 87 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	87	96	-9.38%
13F Shares	5M	5M	-12.29%
Total Value	$237M	$274M	-13.56%
New Positions	12	27	-15
Increased Positions	27	34	-7
Closed Positions	21	11	+10
Reduced Positions	35	28	+7
Total Calls	2	2	-
Total Puts	2	2	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-9.38%

13F Shares

-12.29%

Total Value

$237M

$274M

-13.56%

New Positions

-15

Increased Positions

-7

Closed Positions

+10

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q2)

87 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 LTPZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Avos Capital Management, LLC	6.72%	319,331	$16.2M
2	Mid-American Wealth Advisory Group, Inc.	3.14%	171,345	$8.7M
3	Ares Financial Consulting, LLC	2.48%	68,277	$3.5M
4	Yoder Wealth Management, Inc.	2.34%	118,266	$6.0M
5	Sjbenen Advisory, LLC	1.89%	66,474	$3.3M
6	Fermata Advisors, LLC	1.66%	162,273	$8.2M
7	Lloyd Advisory Services, LLC.	1.59%	81,212	$4.1M
8	Altfest L J & Co Inc	1.40%	284,363	$14.4M
9	Legacy PCG, LLC	1.03%	4,468	$213K
10	CENTRAL TRUST Co	0.68%	736,977	$37.3M
11	Wealthedge Investment Advisors, LLC	0.63%	36,825	$1.9M
12	Sovran Advisors, LLC	0.59%	163,290	$7.9M
13	Torren Management, LLC	0.53%	20,406	$1.0M
14	SVRN Asset Management, LLC	0.39%	14,993	$759K
15	Centennial Advisors, LLC	0.28%	4,688	$237K
16	IRON Financial LLC	0.28%	13,241	$671K
17	Tortoise Investment Management, LLC	0.27%	71,497	$3.6M
18	Integrated Wealth Management	0.25%	4,711	$239K
19	Howard Bailey Securities, LLC	0.24%	12,573	$637K
20	Authentikos Wealth Advisory, LLC	0.23%	6,971	$353K
21	Fiduciary Financial Advisors	0.22%	42,268	$2.1M
22	Essential Partners LLC	0.18%	7,925	$401K
23	Kastel Capital Advisors, LLC	0.17%	5,196	$265K
24	B.O.S.S. Retirement Advisors, LLC	0.16%	11,362	$575K
25	Aegis Wealth Management, Inc.	0.15%	4,513	$229K

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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LTPZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LTPZ?

More sellers than buyers — 42% buying: Last quarter: 57 funds reduced or exited vs 42 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LTPZ holders?

Strong quality — 22% AUM from major funds: 14 of 87 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LTPZ?

46% of holders stayed for 2+ years: 41 out of 89 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.

Is it too late to buy Pimco ETF Tr (LTPZ) following the 2026 Q2 hedge fund 13F filings?

As of today, LTPZ has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), LTPZ has gained -5.9% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Pimco ETF Tr (LTPZ)

Smart Money Signals — LTPZ

Selling streak — 1 quarter in a row

High ownership — 93% of 3.0Y peak

Steady growth — +9% more funds vs a year ago

More sellers than buyers — 42% buying

Fewer new buyers each quarter (-13 vs last Q)

46% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 54% veterans vs 29% newcomers

Strong quality — 22% AUM from major funds

Institutional Sentiment Summary — LTPZ

Hedge Fund Ownership: LTPZ

Market Analysis: LTPZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LTPZ

Is It Too Late to Buy Pimco ETF Tr (LTPZ) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: LTPZ

Statistics: LTPZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Pimco ETF Tr (LTPZ)

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