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

86 hedge funds and large institutions have $297M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 20 closing their positions.

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
27
Increased
23
Reduced
29
Closed
20
Calls
$8.27M
Puts
$5.17M
Net Calls
+$3.1M
Net Calls Change
-$194K

Top Buyers

1
G
1
GenTrust
Florida
$32.1M
2
Wells Fargo
2
Wells Fargo
California
$26.8M
3
ACM
3
Avos Capital Management
Washington
$11.3M
4
WIA
4
Wealthedge Investment Advisors
New York
$7.61M
5
SA
5
Sovran Advisors
California
$7.61M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$274K
2
Northern Trust
2
Northern Trust
Illinois
$14.5M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
EW
4
Evoke Wealth
California
$59.7M
5
Bank of America
5
Bank of America
North Carolina
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
26
Ancora Advisors
Ohio
$1.68M 32,300 +20,000 +163%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.63M 31,319 -456 -1%
BOSSRA
28
B.O.S.S. Retirement Advisors
Utah
$1.54M 29,529 +25,760 +683%
Citadel Advisors
29
Citadel Advisors
Florida
$1.48M 28,509 -47,940 -63%
Bank of America
30
Bank of America
North Carolina
$1.47M 28,211 -86,552 -75%
Jane Street
31
Jane Street
New York
$1.34M 25,751 -51,227 -67%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.34M 25,722 -2,469 -9%
ECA
33
Elevated Capital Advisors
Utah
$1.24M 23,724 +4,679 +25%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.14M 21,909 +8,077 +58%
Raymond James Financial
35
Raymond James Financial
Florida
$1.03M 19,720 +19,720 New
MFG
36
MidWestOne Financial Group
Iowa
$1.03M 19,701 +19,701 New
GLR
37
Great Lakes Retirement
Ohio
$1.01M 19,450 -943 -5%
IF
38
IRON Financial
Illinois
$995K 19,105 -13,843 -42%
PAG
39
Private Advisor Group
New Jersey
$878K 16,864 -34 -0.2%
HBS
40
Howard Bailey Securities
Indiana
$805K 15,456 -1,274 -8%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$697K 13,377 +4,308 +48%
AWM
42
Avior Wealth Management
Nebraska
$574K 11,027 -1,266 -10%
AWA
43
Authentikos Wealth Advisory
California
$573K 11,007 +529 +5%
FPAS
44
Focus Partners Advisor Solutions
Missouri
$518K 9,952 -10,431 -51%
OPOWM
45
One Plus One Wealth Management
Florida
$481K 9,246 +9,246 New
Citigroup
46
Citigroup
New York
$410K 7,878 +7,878 New
PPWM
47
Paragon Private Wealth Management
Kentucky
$404K 7,763 +7,763 New
IA
48
IFG Advisory
Georgia
$373K 7,160 +7,160 New
HI
49
Harbour Investments
Wisconsin
$369K 7,081 – –
KAS
50
Kestra Advisory Services
Texas
$368K 7,065 -500 -7%
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