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

77 hedge funds and large institutions have $182M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
34
Reduced
21
Closed
12
Calls
$6.32M
Puts
$4.84M
Net Calls
+$1.48M
Net Calls Change
+$10.4M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$9.48M
2
Northern Trust
2
Northern Trust
Illinois
$11.1M
3
JSSH
3
J. Safra Sarasin Holding
$4.69M
4
LAS
4
Lloyd Advisory Services
Georgia
$3.32M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.07M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
Jane Street
2
Jane Street
New York
$15.8M
3
NA
3
Nottingham Advisors
New York
$0
4
CB
4
Community Bank
New York
$0
5
SAM
5
Simplify Asset Management
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.27M 23,520 +10,494 +81%
AA
27
Ancora Advisors
Ohio
$1.21M 22,300 – –
FTUS
28
Flow Traders U.S.
New York
$1.03M 19,007 +7,456 +65%
LPL Financial
29
LPL Financial
California
$973K 17,989 -1,405 -7%
CBC
30
Coombe, Bender & Co
New York
$958K 17,713 +473 +3%
HF
31
HRT Financial
New York
$923K 17,071 +17,071 New
AWM
32
Avior Wealth Management
Nebraska
$892K 16,497 -6,170 -27%
Goldman Sachs
33
Goldman Sachs
New York
$865K 16,000 -1,600 -9%
PAG
34
Private Advisor Group
New Jersey
$854K 15,801 +259 +2%
FPAS
35
Focus Partners Advisor Solutions
Missouri
$850K 15,728 +7,591 +93%
GLR
36
Great Lakes Retirement
Ohio
$654K 12,104 +6,168 +104%
AP
37
Aspect Partners
Virginia
$653K 12,081 +1,520 +14%
MA
38
Mutual Advisors
Nebraska
$600K 10,915 +1,570 +17%
Creative Planning
39
Creative Planning
Kansas
$600K 11,090 -15,573 -58%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$589K 10,899 +1,035 +10%
ECA
41
Elevated Capital Advisors
Utah
$545K 10,071 +10,071 New
IAIM
42
International Assets Investment Management
Florida
$533K 9,864 -2,100 -18%
KAS
43
Kestra Advisory Services
Texas
$474K 8,775 -2,711 -24%
MA
44
MAS Advisors
Florida
$451K 8,335 – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$401K 7,419 -3,397 -31%
HI
46
Harbour Investments
Wisconsin
$383K 7,081 – –
CL
47
CSS LLC
Illinois
$378K 7,000 +7,000 New
IA
48
IFG Advisory
Georgia
$309K 5,716 +5,716 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$299K 5,523 -275 -5%
PA
50
Parallel Advisors
California
$293K 5,420 +106 +2%
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