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

80 hedge funds and large institutions have $262M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 20 closing their positions.

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
17
Reduced
34
Closed
20
Calls
$428K
Puts
$9.4M
Net Calls
-$8.97M
Net Calls Change
+$7.32M

Top Buyers

1
EW
1
Evoke Wealth
California
$79.1M
2
Jane Street
2
Jane Street
New York
$24.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.95M
4
Northern Trust
4
Northern Trust
Illinois
$6.42M
5
CTC
5
Central Trust Company
Missouri
$29.6M

Top Sellers

1
SAM
1
Simplify Asset Management
Nevada
$4.01M
2
AWM
2
AE Wealth Management
Kansas
$4.46M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.68M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.86M
5
Goldman Sachs
5
Goldman Sachs
New York
$978K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$1.48M 26,663 +372 +1%
AWM
27
Avior Wealth Management
Nebraska
$1.26M 22,667 -7,621 -25%
AA
28
Ancora Advisors
Ohio
$1.24M 22,300 – –
LPL Financial
29
LPL Financial
California
$1.08M 19,394 -21,865 -53%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.01M 18,220 +653 +4%
Goldman Sachs
31
Goldman Sachs
New York
$978K 17,600 -90,400 -84%
CBC
32
Coombe, Bender & Co
New York
$958K 17,240 +69 +0.4%
PAG
33
Private Advisor Group
New Jersey
$863K 15,542 -75,719 -83%
RJA
34
Raymond James & Associates
Florida
$724K 13,026 -19,694 -60%
IAIM
35
International Assets Investment Management
Florida
$650K 11,964 -1,438 -11%
FTUS
36
Flow Traders U.S.
New York
$642K 11,551 +11,551 New
KAS
37
Kestra Advisory Services
Texas
$638K 11,486 -1,524 -12%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$601K 10,816 -4,035 -27%
AP
39
Aspect Partners
Virginia
$587K 10,561 -573 -5%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$548K 9,864 +1,890 +24%
MA
41
Mutual Advisors
Nebraska
$519K 9,345 -189 -2%
IWC
42
Integrated Wealth Concepts
Massachusetts
$496K 8,932 -2,415 -21%
MA
43
MAS Advisors
Florida
$463K 8,335 – –
FPAS
44
Focus Partners Advisor Solutions
Missouri
$452K 8,137 +8,137 New
CA
45
Cetera Advisors
Colorado
$450K 8,096 +8,096 New
BA
46
Bridge Advisory
California
$427K 7,691 -14,548 -65%
HI
47
Harbour Investments
Wisconsin
$393K 7,081 – –
GLR
48
Great Lakes Retirement
Ohio
$330K 5,936 +5,936 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$322K 5,798 -3,048 -34%
PA
50
Parallel Advisors
California
$295K 5,314 – –
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