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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 %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$240K 4,160 -1,363 -25%
FFN
52
Focus Financial Network
Minnesota
$239K 4,132 -722 -15%
BOSSRA
53
B.O.S.S. Retirement Advisors
Utah
$218K 3,769 +3,769 New
BWL
54
Bogart Wealth LLC
Virginia
$210K 3,640 – –
Simplex Trading
55
Simplex Trading
Illinois
$173K 2,998 +2,998 New
AP
56
Aspect Partners
Virginia
$127K 2,195 -9,886 -82%
Osaic Holdings
57
Osaic Holdings
Arizona
$127K 2,190 +370 +20%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$112K 1,949 +1,949 New
Bessemer Group
59
Bessemer Group
New Jersey
$96K 1,660 -195 -11%
CFD
60
Creative Financial Designs
Indiana
$63.3K 1,096 -110 -9%
CFGS
61
Concourse Financial Group Securities
Alabama
$57.8K 1,000 -1,000 -50%
TIM
62
Tortoise Investment Management
New York
$57.8K 1,000 – –
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$27.4K 475 -1,287 -73%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$14.1K 244 +244 New
IA
65
IFP Advisors
Florida
$12K 208 +2 +1%
Comerica Bank
66
Comerica Bank
Texas
$11.8K 204 – –
PA
67
Pineridge Advisors
Missouri
$11.6K 202 -21 -9%
RWM
68
Reston Wealth Management
Virginia
$11.6K 200 +200 New
WWM
69
Wolff Wiese Magana
California
$9.82K 170 – –
IAIM
70
International Assets Investment Management
Florida
$9.81K 566,767 +556,903 +5,646%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$9.24K 160 +160 New
PS
72
Principal Securities
Iowa
$8.32K 144 – –
CA
73
Continuum Advisory
Idaho
$6.3K 117 – –
SPIA
74
Steward Partners Investment Advisory
New York
$5.21K 90 – –
RWPA
75
Richard W. Paul & Associates
Michigan
$1.48K 26 +1 +4%
1 2
3
4