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

85 hedge funds and large institutions have $218M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 21 closing their positions.

Holders
85
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
27
Reduced
27
Closed
21
Calls
$811K
Puts
$17.1M
Net Calls
-$16.3M
Net Calls Change
-$14.9M

Top Buyers

1
AG
1
AlTi Global
New York
$12.4M
2
SAM
2
Simplify Asset Management
Nevada
$15.5M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$8.45M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.4M
5
NA
5
Nottingham Advisors
New York
$5.95M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
TCCM
2
Timber Creek Capital Management
Massachusetts
$154K
3
RJA
3
Raymond James & Associates
Florida
$1.85M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$643K
5
BA
5
Bridge Advisory
California
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
GP
26
Greenline Partners
New York
$1.92M 33,849 -2,778 -8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.86M 32,866 -42,872 -57%
RJA
28
Raymond James & Associates
Florida
$1.85M 32,720 -78,867 -71%
AWM
29
Avior Wealth Management
Nebraska
$1.72M 30,288 -15,320 -34%
Creative Planning
30
Creative Planning
Kansas
$1.49M 26,291 +1 +0%
AA
31
Ancora Advisors
Ohio
$1.26M 22,300 +22,300 New
BA
32
Bridge Advisory
California
$1.26M 22,239 -54,905 -71%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$996K 17,567 -10,280 -37%
CBC
34
Coombe, Bender & Co
New York
$973K 17,171 +340 +2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$842K 14,851 -1,913 -11%
IAIM
36
International Assets Investment Management
Florida
$760K 13,402 -6,347 -32%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$749K 13,213 +13,213 New
KAS
38
Kestra Advisory Services
Texas
$737K 13,010 +891 +7%
MWM
39
Modera Wealth Management
New Jersey
$692K 12,217 +12,217 New
IWC
40
Integrated Wealth Concepts
Massachusetts
$643K 11,347 -67,552 -86%
AP
41
Aspect Partners
Virginia
$631K 11,134 +11,134 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$544K 9,596 +1,277 +15%
MA
43
Mutual Advisors
Nebraska
$540K 9,534 +427 +5%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$501K 8,846 -3,457 -28%
Simplex Trading
45
Simplex Trading
Illinois
$485K 8,558 +8,558 New
MA
46
MAS Advisors
Florida
$472K 8,335 -731 -8%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$452K 7,974 -99 -1%
HI
48
Harbour Investments
Wisconsin
$401K 7,081 – –
Lido Advisors
49
Lido Advisors
California
$309K 5,449 -1,131 -17%
PA
50
Parallel Advisors
California
$301K 5,314 +58 +1%
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