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

81 hedge funds and large institutions have $307M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 19 closing their positions.

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
26
Reduced
30
Closed
19
Calls
$12.6M
Puts
$4.51M
Net Calls
+$8.05M
Net Calls Change
+$4.95M

Top Buyers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$22.8M
2
EF
2
Empowered Funds
Pennsylvania
$15.7M
3
WIA
3
Wealthedge Investment Advisors
New York
$12.1M
4
Jane Street
4
Jane Street
New York
$3.32M
5
Northern Trust
5
Northern Trust
Illinois
$17.1M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.2M
2
AG
2
AlTi Global
New York
$1.17M
3
FA
3
Forefront Analytics
Pennsylvania
$405K
4
Goldman Sachs
4
Goldman Sachs
New York
$507K
5
Wells Fargo
5
Wells Fargo
California
$24.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAWM
76
Capital A Wealth Management
Pennsylvania
$4.06K -$25.7K -468 -86%
EWA
77
EQ Wealth Advisors
Texas
$3.07K +$3.07K +56 New
AG
78
AmeriFlex Group
Nevada
$2.74K -$274 -5 -9%
LRWM
79
Lord & Richards Wealth Management
Colorado
$2.3K +$2.3K +42 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.56K +25 +357%
FFA
81
Farther Finance Advisors
California
$1.75K – – –
Comerica Bank
82
Comerica Bank
Texas
$274 -$5.64K -103 -95%
GP
83
Greenline Partners
New York
– -$1.78M -34,227 Closed
BOSSRA
84
B.O.S.S. Retirement Advisors
Utah
– -$1.54M -29,529 Closed
MFG
85
MidWestOne Financial Group
Iowa
– -$1.03M -19,701 Closed
GLR
86
Great Lakes Retirement
Ohio
– -$1.01M -19,450 Closed
HBS
87
Howard Bailey Securities
Indiana
– -$805K -15,456 Closed
AWA
88
Authentikos Wealth Advisory
California
– -$573K -11,007 Closed
OPOWM
89
One Plus One Wealth Management
Florida
– -$481K -9,246 Closed
PPWM
90
Paragon Private Wealth Management
Kentucky
– -$404K -7,763 Closed
UAG
91
United Advisor Group
Ohio
– -$260K -5,000 Closed
CAG
92
Csenge Advisory Group
Florida
– -$208K -4,004 Closed
LI
93
LifeWealth Investments
Florida
– -$201K -3,853 Closed
AF
94
Allworth Financial
California
– -$77.9K -1,490 Closed
KIM
95
Kestra Investment Management
Texas
– -$18.8K -360 Closed
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
– -$18.2K -350 Closed
PA
97
Pineridge Advisors
Missouri
– -$7.51K -144 Closed
TRCT
98
Tower Research Capital (TRC)
New York
– -$5.78K -111 Closed
DRP
99
Decker Retirement Planning
Utah
– -$3.72K -71 Closed
Bessemer Group
100
Bessemer Group
New Jersey
– -$3K -55 Closed
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