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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 %
FFN
51
Focus Financial Network
Minnesota
$270K 4,854 +73 +2%
AC
52
Addison Capital
Pennsylvania
$233K 4,314 -79 -2%
TSS
53
Two Sigma Securities
New York
$209K 3,860 +3,860 New
ACA
54
Atlas Capital Advisors
Wyoming
$205K 3,800 +3,800 New
BWL
55
Bogart Wealth LLC
Virginia
$197K 3,640 – –
C
56
Covestor
United Kingdom
$139K 2,575 – –
CFGS
57
Concourse Financial Group Securities
Alabama
$108K 2,000 – –
Bessemer Group
58
Bessemer Group
New Jersey
$100K 1,855 -110 -6%
Osaic Holdings
59
Osaic Holdings
Arizona
$98.5K 1,820 -400 -18%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$95.3K 1,762 -1,903 -52%
CFD
61
Creative Financial Designs
Indiana
$65.2K 1,206 -84 -7%
TIM
62
Tortoise Investment Management
New York
$54.1K 1,000 – –
TCCM
63
Timber Creek Capital Management
Massachusetts
$40.3K 745 -1,234 -62%
AF
64
Allworth Financial
California
$32K 581 +581 New
PA
65
Pineridge Advisors
Missouri
$12.1K 223 +127 +132%
IA
66
IFP Advisors
Florida
$11.2K 206 +4 +2%
Comerica Bank
67
Comerica Bank
Texas
$11K 204 -550 -73%
WWM
68
Wolff Wiese Magana
California
$9.19K 170 – –
PS
69
Principal Securities
Iowa
$7.79K 144 – –
CA
70
Continuum Advisory
Idaho
$6.33K 117 – –
FGAM
71
Financial Gravity Asset Management
Texas
$5.41K 100 -300 -75%
SPIA
72
Steward Partners Investment Advisory
New York
$4.84K 90 -2,281 -96%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$2K 31 +1 +3%
RWPA
74
Richard W. Paul & Associates
Michigan
$1.38K 25 +15 +150%
GRP
75
Global Retirement Partners
California
$1.24K 23 – –
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3
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