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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
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$3.36M +$941K +17,439 +39%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$2.88M +$2.87M +53,245 New
LWA
28
Lantern Wealth Advisors
New York
$2.36M +$35.1K +650 +2%
UBS Group
29
UBS Group
Switzerland
$2.31M +$73.1K +1,356 +3%
Citadel Advisors
30
Citadel Advisors
Florida
$2.28M +$259K +4,797 +13%
CIA
31
Concurrent Investment Advisors
Florida
$2.25M +$11.4K +212 +0.5%
Truist Financial
32
Truist Financial
North Carolina
$1.89M -$84K -1,558 -4%
HPM
33
Hudson Portfolio Management
New York
$1.85M +$2K +37 +0.1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.62M -$19K -353 -1%
BAM
35
Belleair Asset Management
Florida
$1.51M -$177K -3,281 -10%
Raymond James Financial
36
Raymond James Financial
Florida
$1.47M -$40.9K -759 -3%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.44M +$593 +11 +0%
SF
38
Summit Financial
New Jersey
$1.33M +$238K +4,421 +22%
DWM
39
Destination Wealth Management
California
$1.17M +$92.9K +1,723 +9%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.15M -$347K -6,435 -23%
EP
41
Essential Planning
New Hampshire
$1.07M -$58.1K -1,078 -5%
RCAG
42
Rehmann Capital Advisory Group
Michigan
$1.06M
Jane Street
43
Jane Street
New York
$949K -$4.06M -75,354 -81%
TRCT
44
Tower Research Capital (TRC)
New York
$944K +$416K +7,710 +79%
Creative Planning
45
Creative Planning
Kansas
$917K -$2.43K -45 -0.3%
AA
46
Alesco Advisors
New York
$904K
AG
47
Ascent Group
Virginia
$869K -$22.4K -416 -3%
TPCW
48
TD Private Client Wealth
New York
$840K -$146K -2,698 -15%
SPIA
49
Steward Partners Investment Advisory
New York
$780K -$105K -1,945 -12%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$772K +$346K +6,418 +82%