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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund

80 hedge funds and large institutions have $265M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $5.78M | Put options by funds: $2.48M

46% more capital invested

Capital invested by funds: $182M → $265M (+$83.4M)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

13.89% more ownership

Funds ownership: 25.46%39.35% (+14%)

4% more funds holding

Funds holding: 7780 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
23
Reduced
29
Closed
12
Calls
$5.78M
Puts
$2.48M
Net Calls
+$3.3M
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
1
Evoke Wealth
California
$73.1M +$71.2M +1,265,562 New
CTC
2
Central Trust Company
Missouri
$33.1M +$289K +5,145 +0.9%
Northern Trust
3
Northern Trust
Illinois
$27M +$14.8M +263,419 +129%
AWM
4
AE Wealth Management
Kansas
$13M +$2.77M +49,277 +28%
AG
5
AlTi Global
New York
$12.8M
FA
6
Forefront Analytics
Pennsylvania
$11.7M -$384K -6,824 -3%
FA
7
Fermata Advisors
California
$8.08M +$329K +5,856 +4%
AIP
8
Almanack Investment Partners
Pennsylvania
$7.54M +$7.99K +142 +0.1%
Bank of America
9
Bank of America
North Carolina
$6.63M +$557K +9,894 +9%
Morgan Stanley
10
Morgan Stanley
New York
$5.9M -$1.18M -20,984 -17%
YWM
11
Yoder Wealth Management
California
$5.41M -$60K -1,067 -1%
MAWAG
12
Mid-American Wealth Advisory Group
Missouri
$4.66M +$227K +4,034 +5%
Wells Fargo
13
Wells Fargo
California
$4.53M -$152K -2,699 -3%
Jane Street
14
Jane Street
New York
$4.45M -$12.1M -214,670 -74%
Citadel Advisors
15
Citadel Advisors
Florida
$4.41M +$1.79M +31,805 +71%
UBS Group
16
UBS Group
Switzerland
$4.27M -$1.23M -21,855 -23%
LAS
17
Lloyd Advisory Services
Georgia
$3.72M +$170K +3,020 +5%
PWAC
18
Private Wealth Advisors (California)
California
$2.54M +$15.9K +283 +0.7%
GP
19
Greenline Partners
New York
$2.23M -$57.9K -1,029 -3%
GS
20
GTS Securities
New York
$2.02M +$1.97M +34,977 New
CIG
21
CHB Investment Group
Pennsylvania
$1.91M +$1.86M +33,007 New
IF
22
IRON Financial
Illinois
$1.9M +$74.6K +1,327 +4%
BRIA
23
Balanced Rock Investment Advisors
Massachusetts
$1.85M +$65.2K +1,159 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.84M -$136K -2,421 -7%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.63M -$58.9K -1,047 -4%