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PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund

116 hedge funds and large institutions have $298M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $294M → $298M (+$3.94M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1.64% less ownership

Funds ownership: 68.54%66.91% (-1.6%)

4% less funds holding

Funds holding: 121116 (-5)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
38
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$35M +$5.18M +96,074 +17%
Morgan Stanley
2
Morgan Stanley
New York
$24.9M -$2.87M -53,205 -10%
AAS
3
Ameritas Advisory Services
Nebraska
$19.8M +$9.49K +176 +0%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$15.2M +$304K +5,646 +2%
ES
5
Eagle Strategies
New York
$14.9M +$485K +8,998 +3%
BFG
6
Bleakley Financial Group
New Jersey
$13.8M +$10.5K +195 +0.1%
Wells Fargo
7
Wells Fargo
California
$13.3M -$221K -4,106 -2%
LPL Financial
8
LPL Financial
California
$11.8M +$811K +15,036 +7%
Goldman Sachs
9
Goldman Sachs
New York
$9.47M +$1,000K +18,539 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.94M +$714K +13,238 +10%
ECA
11
Elevation Capital Advisory
Oregon
$7.79M +$7.77M +143,984 New
GVAG
12
Great Valley Advisor Group
Delaware
$7.28M +$361K +6,688 +5%
KLI
13
Kelman-Lazarov Inc
Tennessee
$7.05M -$253K -4,696 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.72M -$326K -6,036 -5%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$6.38M -$5.53M -102,628 -47%
AIA
16
Arbor Investment Advisors
North Carolina
$5.22M +$102K +1,889 +2%
OCA
17
Optimus Capital Advisors
Texas
$5.16M +$528K +9,786 +11%
Stifel Financial
18
Stifel Financial
Missouri
$4.95M +$116K +2,143 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.35M -$412K -7,630 -9%
LFS
20
Lutz Financial Services
Nebraska
$4.14M -$123K -2,284 -3%
DADC
21
D.A. Davidson & Co
Montana
$3.63M +$199K +3,681 +6%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$3.62M -$68.4K -1,269 -2%
TCIIS
23
TIAA-CREF Individual & Institutional Services
New York
$3.61M +$3.6M +66,687 New
Ameriprise
24
Ameriprise
Minnesota
$3.45M -$15.4K -285 -0.4%
BPA
25
Beacon Pointe Advisors
California
$3.41M +$352K +6,525 +12%