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

86 hedge funds and large institutions have $297M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 20 closing their positions.

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.15%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
27
Increased
23
Reduced
29
Closed
20
Calls
$8.27M
Puts
$5.17M
Net Calls
+$3.1M
Net Calls Change
-$194K

Top Buyers

1
G
1
GenTrust
Florida
$32.1M
2
Wells Fargo
2
Wells Fargo
California
$26.8M
3
ACM
3
Avos Capital Management
Washington
$11.3M
4
WIA
4
Wealthedge Investment Advisors
New York
$7.61M
5
SA
5
Sovran Advisors
California
$7.61M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$274K
2
Northern Trust
2
Northern Trust
Illinois
$14.5M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$0
4
EW
4
Evoke Wealth
California
$59.7M
5
Bank of America
5
Bank of America
North Carolina
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
EW
1
Evoke Wealth
California
$59.7M 1,143,553 -122,009 -10%
G
2
GenTrust
Florida
$32.1M 615,058 +615,058 New
CTC
3
Central Trust Company
Missouri
$27.1M 520,192 -53,029 -9%
Wells Fargo
4
Wells Fargo
California
$26.8M 513,870 +435,498 +556%
Northern Trust
5
Northern Trust
Illinois
$14.5M 279,013 -188,820 -40%
AWM
6
AE Wealth Management
Kansas
$11.9M 228,384 +3,783 +2%
ACM
7
Avos Capital Management
Washington
$11.3M 213,171 +213,171 New
AG
8
AlTi Global
New York
$10.3M 198,100 -23,820 -11%
FA
9
Forefront Analytics
Pennsylvania
$9.1M 174,705 -27,543 -14%
Goldman Sachs
10
Goldman Sachs
New York
$8.2M 157,457 +145,410 +1,207%
FA
11
Fermata Advisors
California
$7.68M 147,538 +7,553 +5%
WIA
12
Wealthedge Investment Advisors
New York
$7.61M 146,196 +146,196 New
SA
13
Sovran Advisors
California
$7.61M 149,263 +149,263 New
MAWAG
14
Mid-American Wealth Advisory Group
Missouri
$7.1M 136,380 +55,761 +69%
YWM
15
Yoder Wealth Management
California
$4.96M 95,261 +1,610 +2%
UBS Group
16
UBS Group
Switzerland
$3.59M 68,908 -5,074 -7%
Morgan Stanley
17
Morgan Stanley
New York
$3.23M 62,052 -40,075 -39%
LAS
18
Lloyd Advisory Services
Georgia
$3.21M 61,685 -2,645 -4%
HCC
19
Hirtle Callaghan & Co
Pennsylvania
– – – –
PWAC
20
Private Wealth Advisors (California)
California
$2.41M 46,297 +2,580 +6%
MPW
21
MGO Private Wealth
California
$2.34M 44,966 +44,966 New
CIG
22
CHB Investment Group
Pennsylvania
$1.91M 36,758 +3,751 +11%
GP
23
Greenline Partners
New York
$1.78M 34,227 -4,445 -11%
BRIA
24
Balanced Rock Investment Advisors
Massachusetts
$1.71M 32,782 +732 +2%
LPL Financial
25
LPL Financial
California
$1.7M 32,607 +11,353 +53%
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