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

117 hedge funds and large institutions have $297M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
1
Geneos Wealth Management
Colorado
$6.45M
2
IWM
2
IHT Wealth Management
Illinois
$5.59M
3
NA
3
NewEdge Advisors
Louisiana
$4.18M
4
EA
4
Efficient Advisors
Ohio
$4.01M
5
Jane Street
5
Jane Street
New York
$4.88M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$21.9M
3
AAS
3
Ameritas Advisory Services
Nebraska
$23M
4
Bank of America
4
Bank of America
North Carolina
$25.4M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$2.76M 51,305 +51,305 New
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$2.58M 47,898 +28,493 +147%
OCM
28
One Capital Management
California
$2.33M 43,302 +43,302 New
CIA
29
Concurrent Investment Advisors
Florida
$2.19M 40,636 +2,121 +6%
UBS Group
30
UBS Group
Switzerland
$2.15M 39,983 -5,065 -11%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$1.94M 36,013 +253 +0.7%
Truist Financial
32
Truist Financial
North Carolina
$1.92M 35,679 -1,686 -5%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$1.88M 34,885 -86 -0.2%
LWA
34
Lantern Wealth Advisors
New York
$1.8M 33,473 +33,473 New
HA
35
Herold Advisors
New York
$1.78M 33,125 -132 -0.4%
HPM
36
Hudson Portfolio Management
New York
$1.62M 30,043 – –
FTUS
37
Flow Traders U.S.
New York
$1.42M 26,335 +26,335 New
DWM
38
Destination Wealth Management
California
$1.31M 24,255 +531 +2%
EP
39
Essential Planning
New Hampshire
$1.29M 23,996 -751 -3%
SF
40
Summit Financial
New Jersey
$1.19M 22,203 +30 +0.1%
BOC
41
Blue Oak Capital
California
$1.11M 20,675 – –
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.07M 19,930 +2,756 +16%
ES
43
Eagle Strategies
New York
$1.07M 19,907 +1,114 +6%
Citadel Advisors
44
Citadel Advisors
Florida
$971K 18,046 -31,513 -64%
FT
45
Fiduciary Trust
Massachusetts
$949K 17,638 – –
MI
46
Motiv8 Investments
Florida
$934K 17,351 +284 +2%
AA
47
Alesco Advisors
New York
$899K 16,712 – –
SPIA
48
Steward Partners Investment Advisory
New York
$881K 16,370 -2,689 -14%
TPCW
49
TD Private Client Wealth
New York
$845K 15,708 +4,096 +35%
BWA
50
Burt Wealth Advisors
Maryland
$810K 15,052 – –
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