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

77 hedge funds and large institutions have $182M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
34
Reduced
21
Closed
12
Calls
$6.32M
Puts
$4.84M
Net Calls
+$1.48M
Net Calls Change
+$10.4M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$9.48M
2
Northern Trust
2
Northern Trust
Illinois
$11.1M
3
JSSH
3
J. Safra Sarasin Holding
$4.69M
4
LAS
4
Lloyd Advisory Services
Georgia
$3.32M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.07M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
Jane Street
2
Jane Street
New York
$15.8M
3
NA
3
Nottingham Advisors
New York
$0
4
CB
4
Community Bank
New York
$0
5
SAM
5
Simplify Asset Management
Nevada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
1
Central Trust Company
Missouri
$30.7M 568,076 +34,487 +6%
Jane Street
2
Jane Street
New York
$15.8M 291,648 -154,862 -35%
AG
3
AlTi Global
New York
$12M 221,920 +19,100 +9%
FA
4
Forefront Analytics
Pennsylvania
$11.3M 209,072 +8,665 +4%
Northern Trust
5
Northern Trust
Illinois
$11.1M 204,414 +88,785 +77%
AWM
6
AE Wealth Management
Kansas
$9.48M 175,324 +94,969 +118%
FA
7
Fermata Advisors
California
$7.25M 134,129 +6,427 +5%
AIP
8
Almanack Investment Partners
Pennsylvania
$7.05M 130,460 +17,541 +16%
Morgan Stanley
9
Morgan Stanley
New York
$6.66M 123,111 +2,838 +2%
Bank of America
10
Bank of America
North Carolina
$5.67M 104,869 +36,475 +53%
UBS Group
11
UBS Group
Switzerland
$5.18M 95,837 +28,832 +43%
YWM
12
Yoder Wealth Management
California
$5.12M 94,718 +3,950 +4%
JSSH
13
J. Safra Sarasin Holding
$4.69M 86,742 +86,742 New
Wells Fargo
14
Wells Fargo
California
$4.38M 81,071 +2,769 +4%
MAWAG
15
Mid-American Wealth Advisory Group
Missouri
$4.14M 76,585 +7,180 +10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.6M 66,570 +7,877 +13%
LAS
17
Lloyd Advisory Services
Georgia
$3.32M 61,310 +61,310 New
Citadel Advisors
18
Citadel Advisors
Florida
$2.41M 44,644 -44,455 -50%
PWAC
19
Private Wealth Advisors (California)
California
$2.31M 43,434 +4,185 +11%
GP
20
Greenline Partners
New York
$2.11M 39,701 +1,459 +4%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$2.07M 37,294 +37,294 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.85M 34,196 +15,976 +88%
IF
23
IRON Financial
Illinois
$1.71M 31,621 -147 -0.5%
BRIA
24
Balanced Rock Investment Advisors
Massachusetts
$1.67M 30,891 +2,594 +9%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.58M 29,238 -40,316 -58%
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