Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (LTPZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
42%

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
13 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.

Institutional Sentiment Summary — LTPZ

In 2026 Q1, 42 hedge funds were net buyers of LTPZ (14 opened a new position, 28 added to an existing one), while 57 reduced or exited (36 trimmed, 21 sold completely) — a 42% buyer ratio, indicating roughly balanced activity. 22% of total institutional value in LTPZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 89.

Hedge Fund Ownership: LTPZ

How many hedge funds hold LTPZ — quarterly history vs. share price
Quarterly hedge fund ownership of LTPZ vs. share price

Market Analysis: LTPZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LTPZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much LTPZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 90d ago
LTPZ
+0.7%
SPY
+13.7%

LTPZ outperformed SPY by -13.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 45d ago
LTPZ
+2.2%
SPY
+0.1%

Since the filing became public, LTPZ outperformed SPY by +2.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 4 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: LTPZ
87 + Investors

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

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

Statistics: LTPZ

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Institutional Holders (2026 Q1)

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:
Top 25 LTPZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mid-American Wealth Advisory Group, Inc. 4.20% 192,125 $9.9M
2 Avos Capital Management, LLC 3.01% 149,430 $7.6M
3 Yoder Wealth Management, Inc. 2.63% 113,266 $5.8M
4 Ares Financial Consulting, LLC 2.30% 57,193 $2.9M
5 Balanced Rock Investment Advisors LLC 2.19% 61,046 $3.1M
6 Sjbenen Advisory, LLC 2.09% 49,101 $2.5M
7 Fermata Advisors, LLC 1.68% 146,045 $7.5M
8 Altfest L J & Co Inc 1.50% 275,103 $14.0M
9 Torren Management, LLC 1.44% 56,485 $2.9M
10 Legacy PCG, LLC 1.37% 5,005 $255K
11 Wealthedge Investment Advisors, LLC 1.13% 60,012 $3.1M
12 CENTRAL TRUST Co 0.75% 749,709 $38.3M
13 SVRN Asset Management, LLC 0.73% 14,809 $756K
14 Sovran Advisors, LLC 0.65% 160,618 $8.3M
15 Winter & Associates, Inc. 0.49% 10,878 $562K
16 Evoke Wealth, LLC 0.49% 531,554 $27.1M
17 Lifetime Wealth Management P.C. 0.47% 16,357 $835K
18 Comprehensive Money Management Services LLC 0.40% 11,925 $609K
19 IRON Financial LLC 0.34% 15,169 $774K
20 Tortoise Investment Management, LLC 0.26% 61,697 $3.1M
21 GFS Advisors, LLC 0.18% 28,260 $1.4M
22 Aegis Wealth Management, Inc. 0.18% 4,445 $227K
23 Authentikos Wealth Advisory, LLC 0.17% 4,836 $247K
24 Kastel Capital Advisors, LLC 0.13% 4,105 $212K
25 Essential Partners LLC 0.13% 7,584 $387K
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: 13 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 Q1 hedge fund 13F filings?

As of today, LTPZ has moved +2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), LTPZ has gained +0.7% vs +13.7% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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