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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 %
DAS
51
Dynamic Advisor Solutions
Arizona
$364K 7,000 +7,000 New
TIM
52
Tortoise Investment Management
New York
$307K 5,903 +4,903 +490%
IAIM
53
International Assets Investment Management
Florida
$274K 5,268 -561,499 -99%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$264K 5,064 +3,115 +160%
UAG
55
United Advisor Group
Ohio
$260K 5,000 +5,000 New
MWM
56
Modera Wealth Management
New Jersey
$246K 4,730 +4,730 New
AC
57
Addison Capital
Pennsylvania
$211K 4,060 -254 -6%
CAG
58
Csenge Advisory Group
Florida
$208K 4,004 -406 -9%
LI
59
LifeWealth Investments
Florida
$201K 3,853 +3,853 New
ACA
60
Atlas Capital Advisors
Wyoming
$198K 3,800 +3,800 New
Osaic Holdings
61
Osaic Holdings
Arizona
$197K 3,775 +1,585 +72%
BWL
62
Bogart Wealth LLC
Virginia
$190K 3,640 – –
AF
63
Allworth Financial
California
$77.9K 1,490 +1,474 +9,213%
EDRH
64
Edmond de Rothschild Holding
Switzerland
$45.4K 871 +871 New
CFD
65
Creative Financial Designs
Indiana
$42.7K 821 -275 -25%
T
66
Transce3nd
Texas
$30.9K 593 +593 New
CAWM
67
Capital A Wealth Management
Pennsylvania
$28.2K 542 +542 New
KIM
68
Kestra Investment Management
Texas
$18.8K 360 +360 New
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$18.2K 350 +106 +43%
PSFG
70
Park Square Financial Group
Georgia
$13.4K 258 +258 New
IA
71
IFP Advisors
Florida
$10.9K 209 +1 +0.5%
WWM
72
Wolff Wiese Magana
California
$8.85K 170 – –
PA
73
Parallel Advisors
California
$8.79K 168 -5,292 -97%
RPA
74
Redwood Park Advisors
California
$7.55K 145 +145 New
PA
75
Pineridge Advisors
Missouri
$7.51K 144 -58 -29%
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3
4 5