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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 %
CTC
1
Central Trust Company
Missouri
$26.5M 467,645 +8,283 +2%
SAM
2
Simplify Asset Management
Nevada
$15.5M 274,283 +192,283 +234%
Morgan Stanley
3
Morgan Stanley
New York
$14.4M 254,848 +131,477 +107%
Jane Street
4
Jane Street
New York
$13.6M 239,618 +87,079 +57%
AWM
5
AE Wealth Management
Kansas
$13.3M 242,405 +51,816 +27%
AG
6
AlTi Global
New York
$12.4M 219,500 +219,500 New
FA
7
Forefront Analytics
Pennsylvania
$11.4M 201,135 +36,887 +22%
MML Investors Services
8
MML Investors Services
Massachusetts
$9.31M 164,275 +11,455 +7%
AIP
9
Almanack Investment Partners
Pennsylvania
$8.45M 149,015 +149,015 New
FA
10
Fermata Advisors
California
$7.15M 126,086 -1,404 -1%
Goldman Sachs
11
Goldman Sachs
New York
$6.12M 108,000 +99,532 +1,175%
NA
12
Nottingham Advisors
New York
$5.95M 105,035 +105,035 New
CB
13
Community Bank
New York
$5.67M 100,000 +100,000 New
YWM
14
Yoder Wealth Management
California
$5.58M 98,454 -32,599 -25%
UBS Group
15
UBS Group
Switzerland
$5.49M 96,872 +13,323 +16%
PAG
16
Private Advisor Group
New Jersey
$5.17M 91,261 +78,385 +609%
Bank of America
17
Bank of America
North Carolina
$4.45M 78,437 +9,517 +14%
Wells Fargo
18
Wells Fargo
California
$4.16M 73,315 -7,479 -9%
MAWAG
19
Mid-American Wealth Advisory Group
Missouri
$3.38M 59,660 -4,879 -8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.67M 47,076 +47,076 New
ARIS
21
Advanced Research Investment Solutions
California
$2.66M 46,969 -10,330 -18%
Northern Trust
22
Northern Trust
Illinois
$2.59M 45,693 +45,693 New
LPL Financial
23
LPL Financial
California
$2.34M 41,259 -13,948 -25%
PWAC
24
Private Wealth Advisors (California)
California
$2.19M 38,669 +38,669 New
IF
25
IRON Financial
Illinois
$1.95M 34,339 +140 +0.4%
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