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

85 hedge funds and large institutions have $218M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 21 closing their positions.

Holders
85
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
27
Reduced
27
Closed
21
Calls
$811K
Puts
$17.1M
Net Calls
-$16.3M
Net Calls Change
-$14.9M

Top Buyers

1
AG
1
AlTi Global
New York
$12.4M
2
SAM
2
Simplify Asset Management
Nevada
$15.5M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$8.45M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.4M
5
NA
5
Nottingham Advisors
New York
$5.95M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
TCCM
2
Timber Creek Capital Management
Massachusetts
$154K
3
RJA
3
Raymond James & Associates
Florida
$1.85M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$643K
5
BA
5
Bridge Advisory
California
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
TVAMP
76
Tennessee Valley Asset Management Partners
Tennessee
$6.14K 108 +108 New
SPIA
77
Steward Partners Investment Advisory
New York
$4.98K 88 +1 +1%
BCMLT
78
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.31K 25 +25 New
AssetMark Inc
79
AssetMark Inc
California
$1.3K 23 – –
GRP
80
Global Retirement Partners
California
$1.28K 23 – –
AF
81
Advisornet Financial
Minnesota
$1.08K 19 +19 New
BWM
82
BKM Wealth Management
Wisconsin
$1.02K 18 +18 New
TFA
83
Transamerica Financial Advisors
Florida
$1K 1 – –
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$56 1 -1,042 -100%
AF
85
Allworth Financial
California
$54 1 +1 New
FFA
86
Farther Finance Advisors
California
– – – –
FTUS
87
Flow Traders U.S.
New York
– – -178,344 Closed
EW
88
Evoke Wealth
California
– – -57,574 Closed
HCA
89
Heck Capital Advisors
Wisconsin
– – -35,449 Closed
AWM
90
Avaii Wealth Management
Wisconsin
– – -12,927 Closed
First Manhattan
91
First Manhattan
New York
– – -10,245 Closed
HT
92
Heritage Trust
Oklahoma
– – -9,315 Closed
GLR
93
Great Lakes Retirement
Ohio
– – -7,480 Closed
BOSSRA
94
B.O.S.S. Retirement Advisors
Utah
– – -6,314 Closed
PFS
95
Prospera Financial Services
Texas
– – -4,469 Closed
AWA
96
Authentikos Wealth Advisory
California
– – -2,403 Closed
BOC
97
Bull Oak Capital
California
– – -1,066 Closed
AAM
98
Advisors Asset Management
Colorado
– – -991 Closed
KFI
99
Key Financial Inc
Pennsylvania
– – -456 Closed
CIA
100
Cape Investment Advisory
Georgia
– – -300 Closed
1 2 3
4
5