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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 $262M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 20 closing their positions.

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
17
Reduced
34
Closed
20
Calls
$428K
Puts
$9.4M
Net Calls
-$8.97M
Net Calls Change
+$7.32M

Top Buyers

1
EW
1
Evoke Wealth
California
$79.1M
2
Jane Street
2
Jane Street
New York
$24.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.95M
4
Northern Trust
4
Northern Trust
Illinois
$6.42M
5
CTC
5
Central Trust Company
Missouri
$29.6M

Top Sellers

1
SAM
1
Simplify Asset Management
Nevada
$4.01M
2
AWM
2
AE Wealth Management
Kansas
$4.46M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.68M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$3.86M
5
Goldman Sachs
5
Goldman Sachs
New York
$978K
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
76
Global Retirement Partners
California
$1.28K – – –
AssetMark Inc
77
AssetMark Inc
California
$1.28K – – –
GWM
78
Geneos Wealth Management
Colorado
$833 +$833 +15 New
RWPA
79
Richard W. Paul & Associates
Michigan
$556 +$556 +10 New
Fidelity Investments
80
Fidelity Investments
Massachusetts
$278 +$278 +5 New
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
– -$2.67M -47,076 Closed
ARIS
82
Advanced Research Investment Solutions
California
– -$2.66M -46,969 Closed
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
– -$749K -13,213 Closed
MWM
84
Modera Wealth Management
New Jersey
– -$692K -12,217 Closed
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
– -$544K -9,596 Closed
Lido Advisors
86
Lido Advisors
California
– -$309K -5,449 Closed
IA
87
IFG Advisory
Georgia
– -$265K -4,679 Closed
RJFSA
88
Raymond James Financial Services Advisors
Florida
– -$236K -4,161 Closed
ACA
89
Atlas Capital Advisors
Wyoming
– -$215K -3,800 Closed
ACGDR
90
Atmos Capital Gestao de Recursos
Brazil
– -$106K -1,872 Closed
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
– -$49.1K -855 Closed
ASN
92
Advisory Services Network
Georgia
– -$15.1K -266 Closed
TWC
93
TD Waterhouse Canada
Ontario, Canada
– -$12.1K -217 Closed
TVAMP
94
Tennessee Valley Asset Management Partners
Tennessee
– -$6.14K -108 Closed
BCMLT
95
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$1.31K -25 Closed
AF
96
Advisornet Financial
Minnesota
– -$1.08K -19 Closed
BWM
97
BKM Wealth Management
Wisconsin
– -$1.02K -18 Closed
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
– -$56 -1 Closed
AF
99
Allworth Financial
California
– -$54 -1 Closed
TFA
100
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
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4
5