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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund

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
Name Market Value Shares Shares
Change
Shares
Change %
EW
1
Evoke Wealth
California
$79.1M 1,424,161 +1,424,161 New
CTC
2
Central Trust Company
Missouri
$29.6M 533,589 +65,944 +14%
Jane Street
3
Jane Street
New York
$24.8M 446,510 +206,892 +86%
AG
4
AlTi Global
New York
$11.3M 202,820 -16,680 -8%
FA
5
Forefront Analytics
Pennsylvania
$11.1M 200,407 -728 -0.4%
FA
6
Fermata Advisors
California
$7.1M 127,702 +1,616 +1%
Morgan Stanley
7
Morgan Stanley
New York
$6.68M 120,273 -134,575 -53%
Northern Trust
8
Northern Trust
Illinois
$6.42M 115,629 +69,936 +153%
AIP
9
Almanack Investment Partners
Pennsylvania
$6.27M 112,919 -36,096 -24%
NA
10
Nottingham Advisors
New York
$5.71M 102,750 -2,285 -2%
CB
11
Community Bank
New York
$5.56M 100,000
YWM
12
Yoder Wealth Management
California
$5.04M 90,768 -7,686 -8%
Citadel Advisors
13
Citadel Advisors
Florida
$4.95M 89,099 +87,707 +6,301%
AWM
14
AE Wealth Management
Kansas
$4.46M 80,355 -162,050 -67%
Wells Fargo
15
Wells Fargo
California
$4.35M 78,302 +4,987 +7%
SAM
16
Simplify Asset Management
Nevada
$4.01M 72,141 -202,142 -74%
MML Investors Services
17
MML Investors Services
Massachusetts
$3.86M 69,554 -94,721 -58%
MAWAG
18
Mid-American Wealth Advisory Group
Missouri
$3.86M 69,405 +9,745 +16%
Bank of America
19
Bank of America
North Carolina
$3.8M 68,394 -10,043 -13%
UBS Group
20
UBS Group
Switzerland
$3.72M 67,005 -29,867 -31%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.26M 58,693 +25,827 +79%
PWAC
22
Private Wealth Advisors (California)
California
$2.18M 39,249 +580 +1%
GP
23
Greenline Partners
New York
$2.12M 38,242 +4,393 +13%
IF
24
IRON Financial
Illinois
$1.77M 31,768 -2,571 -7%
BRIA
25
Balanced Rock Investment Advisors
Massachusetts
$1.57M 28,297 +28,297 New