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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 $265M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
23
Reduced
29
Closed
12
Calls
$5.78M
Puts
$2.48M
Net Calls
+$3.3M
Net Calls Change
+$1.82M

Top Buyers

1
EW
1
Evoke Wealth
California
$73.1M
2
Northern Trust
2
Northern Trust
Illinois
$27M
3
AWM
3
AE Wealth Management
Kansas
$13M
4
GS
4
GTS Securities
New York
$2.02M
5
CIG
5
CHB Investment Group
Pennsylvania
$1.91M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.45M
2
JSSH
2
J. Safra Sarasin Holding
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$799K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
UBS Group
5
UBS Group
Switzerland
$4.27M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.24M 21,497 -2,023 -9%
LPL Financial
27
LPL Financial
California
$1.23M 21,254 +3,265 +18%
GLR
28
Great Lakes Retirement
Ohio
$1.18M 20,393 +8,289 +68%
FPAS
29
Focus Partners Advisor Solutions
Missouri
$1.18M 20,383 +4,655 +30%
ECA
30
Elevated Capital Advisors
Utah
$1.1M 19,045 +8,974 +89%
PAG
31
Private Advisor Group
New Jersey
$976K 16,898 +1,097 +7%
HBS
32
Howard Bailey Securities
Indiana
$966K 16,730 +16,730 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$799K 13,832 -52,738 -79%
AA
34
Ancora Advisors
Ohio
$710K 12,300 -10,000 -45%
AWM
35
Avior Wealth Management
Nebraska
$710K 12,293 -4,204 -25%
Goldman Sachs
36
Goldman Sachs
New York
$696K 12,047 -3,953 -25%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$648K 11,222 +11,222 New
Creative Planning
38
Creative Planning
Kansas
$641K 11,093 +3 +0%
BBHC
39
Brown Brothers Harriman & Co
New York
$615K 10,645 +10,645 New
AWA
40
Authentikos Wealth Advisory
California
$605K 10,478 +10,478 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$524K 9,069 -1,830 -17%
MA
42
Mutual Advisors
Nebraska
$484K 8,750 -2,165 -20%
MA
43
MAS Advisors
Florida
$481K 8,335 – –
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$479K 8,301 +8,301 New
HF
45
HRT Financial
New York
$460K 7,980 -9,091 -53%
KAS
46
Kestra Advisory Services
Texas
$437K 7,565 -1,210 -14%
HI
47
Harbour Investments
Wisconsin
$409K 7,081 – –
PA
48
Parallel Advisors
California
$315K 5,460 +40 +0.7%
AC
49
Addison Capital
Pennsylvania
$249K 4,314 – –
CAG
50
Csenge Advisory Group
Florida
$248K 4,410 +4,410 New
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2
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