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

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.

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.16%
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

Top Buyers

1
EW
1
Evoke Wealth
California
$73.1M
2
Northern Trust
2
Northern Trust
Illinois
$27M
3
AWM
3
AE Wealth Management
Kansas
$13M
4
GS
4
GTS Securities
New York
$2.02M
5
CIG
5
CHB Investment Group
Pennsylvania
$1.91M

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.45M
2
JSSH
2
J. Safra Sarasin Holding
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$799K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$0
5
UBS Group
5
UBS Group
Switzerland
$4.27M
Name Market Value Shares Shares
Change 		Shares
Change %
EW
1
Evoke Wealth
California
$73.1M 1,265,562 +1,265,562 New
CTC
2
Central Trust Company
Missouri
$33.1M 573,221 +5,145 +0.9%
Northern Trust
3
Northern Trust
Illinois
$27M 467,833 +263,419 +129%
AWM
4
AE Wealth Management
Kansas
$13M 224,601 +49,277 +28%
AG
5
AlTi Global
New York
$12.8M 221,920 – –
FA
6
Forefront Analytics
Pennsylvania
$11.7M 202,248 -6,824 -3%
FA
7
Fermata Advisors
California
$8.08M 139,985 +5,856 +4%
AIP
8
Almanack Investment Partners
Pennsylvania
$7.54M 130,602 +142 +0.1%
Bank of America
9
Bank of America
North Carolina
$6.63M 114,763 +9,894 +9%
Morgan Stanley
10
Morgan Stanley
New York
$5.9M 102,127 -20,984 -17%
YWM
11
Yoder Wealth Management
California
$5.41M 93,651 -1,067 -1%
MAWAG
12
Mid-American Wealth Advisory Group
Missouri
$4.66M 80,619 +4,034 +5%
Wells Fargo
13
Wells Fargo
California
$4.53M 78,372 -2,699 -3%
Jane Street
14
Jane Street
New York
$4.45M 76,978 -214,670 -74%
Citadel Advisors
15
Citadel Advisors
Florida
$4.41M 76,449 +31,805 +71%
UBS Group
16
UBS Group
Switzerland
$4.27M 73,982 -21,855 -23%
LAS
17
Lloyd Advisory Services
Georgia
$3.72M 64,330 +3,020 +5%
PWAC
18
Private Wealth Advisors (California)
California
$2.54M 43,717 +283 +0.7%
GP
19
Greenline Partners
New York
$2.23M 38,672 -1,029 -3%
GS
20
GTS Securities
New York
$2.02M 34,977 +34,977 New
CIG
21
CHB Investment Group
Pennsylvania
$1.91M 33,007 +33,007 New
IF
22
IRON Financial
Illinois
$1.9M 32,948 +1,327 +4%
BRIA
23
Balanced Rock Investment Advisors
Massachusetts
$1.85M 32,050 +1,159 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.84M 31,775 -2,421 -7%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.63M 28,191 -1,047 -4%
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