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

81 hedge funds and large institutions have $307M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 19 closing their positions.

Holders
81
Holders Change
-5
Holders Change %
-5.81%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
26
Reduced
30
Closed
19
Calls
$12.6M
Puts
$4.51M
Net Calls
+$8.05M
Net Calls Change
+$4.95M

Top Buyers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$22.8M
2
EF
2
Empowered Funds
Pennsylvania
$15.7M
3
WIA
3
Wealthedge Investment Advisors
New York
$12.1M
4
Jane Street
4
Jane Street
New York
$3.32M
5
Northern Trust
5
Northern Trust
Illinois
$17.1M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.2M
2
AG
2
AlTi Global
New York
$1.17M
3
FA
3
Forefront Analytics
Pennsylvania
$405K
4
Goldman Sachs
4
Goldman Sachs
New York
$507K
5
Wells Fargo
5
Wells Fargo
California
$24.1M
Name Market Value Shares Shares
Change 		Shares
Change %
EW
1
Evoke Wealth
California
$58.9M 1,074,833 -68,720 -6%
G
2
GenTrust
Florida
$34.5M 629,202 +14,144 +2%
CTC
3
Central Trust Company
Missouri
$29.5M 537,475 +17,283 +3%
Wells Fargo
4
Wells Fargo
California
$24.1M 439,676 -74,194 -14%
AIP
5
Almanack Investment Partners
Pennsylvania
$22.8M 416,481 +416,481 New
Northern Trust
6
Northern Trust
Illinois
$17.1M 311,671 +32,658 +12%
EF
7
Empowered Funds
Pennsylvania
$15.7M 285,894 +285,894 New
WIA
8
Wealthedge Investment Advisors
New York
$12.1M 219,752 +73,556 +50%
ACM
9
Avos Capital Management
Washington
$11.2M 203,742 -9,429 -4%
SA
10
Sovran Advisors
California
$8.59M 166,455 +17,192 +12%
FA
11
Fermata Advisors
California
$7.87M 143,482 -4,056 -3%
MAWAG
12
Mid-American Wealth Advisory Group
Missouri
$6.35M 115,827 -20,553 -15%
YWM
13
Yoder Wealth Management
California
$5.38M 98,074 +2,813 +3%
UBS Group
14
UBS Group
Switzerland
$3.65M 66,607 -2,301 -3%
Jane Street
15
Jane Street
New York
$3.32M 60,542 +34,791 +135%
Morgan Stanley
16
Morgan Stanley
New York
$3.29M 59,924 -2,128 -3%
HCC
17
Hirtle Callaghan & Co
Pennsylvania
– – – –
MPW
18
MGO Private Wealth
California
$2.83M 51,551 +6,585 +15%
PWAC
19
Private Wealth Advisors (California)
California
$2.61M 47,541 +1,244 +3%
LAS
20
Lloyd Advisory Services
Georgia
$2.54M 46,290 -15,395 -25%
AA
21
Ancora Advisors
Ohio
$2.32M 42,300 +10,000 +31%
AWM
22
AE Wealth Management
Kansas
$2.2M 40,112 -188,272 -82%
CIG
23
CHB Investment Group
Pennsylvania
$2.14M 38,994 +2,236 +6%
BRIA
24
Balanced Rock Investment Advisors
Massachusetts
$1.84M 33,469 +687 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.81M 32,991 +1,672 +5%
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