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

113 hedge funds and large institutions have $357M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 52 reducing their positions, and 19 closing their positions.

Holders
113
Holders Change
-12
Holders Change %
-9.6%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
19
Reduced
52
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
Simplicity Wealth
New Jersey
$19.2M
2
PPW
2
Pasadena Private Wealth
California
$8.72M
3
AAS
3
Ameritas Advisory Services
Nebraska
$31.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.44M
5
SPC
5
Sigma Planning Corp
Michigan
$4.09M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.5M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$4.86M
4
Bank of America
4
Bank of America
North Carolina
$40.1M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$2.43M 47,214 -36,626 -44%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$2.41M 46,712 -9,196 -16%
ICG
28
InterOcean Capital Group
Tennessee
$2.32M 45,090 – –
Goldman Sachs
29
Goldman Sachs
New York
$1.92M 37,296 +13,418 +56%
RVPG
30
Relative Value Partners Group
$1.88M 36,621 – –
BSW
31
Buckingham Strategic Wealth
Missouri
$1.84M 35,713 -3,447 -9%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.81M 35,063 -194 -0.6%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.62M 31,536 -12,452 -28%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1.44M 27,978 -1,423 -5%
GIA
35
Gladstone Institutional Advisory
Florida
$1.37M 26,510 +1,646 +7%
CIA
36
Concurrent Investment Advisors
Florida
$1.36M 26,505 +14,516 +121%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.29M 25,062 -2,244 -8%
EP
38
Essential Planning
New Hampshire
$1.28M 25,046 – –
LWA
39
Lantern Wealth Advisors
New York
$1.24M 24,060 +1,750 +8%
HA
40
Herold Advisors
New York
$1.21M 23,510 +1,200 +5%
SPIA
41
Steward Partners Investment Advisory
New York
$1.09M 21,260 -38,768 -65%
SWA
42
Stratos Wealth Advisors
Ohio
$1.02M 19,875 +1,982 +11%
AF
43
Allworth Financial
California
$987K 19,160 -1,599 -8%
FT
44
Fiduciary Trust
Massachusetts
$915K 17,773 -750 -4%
DWM
45
Destination Wealth Management
California
$913K 17,737 +1,386 +8%
BWA
46
Burt Wealth Advisors
Maryland
$866K 16,812 -663 -4%
AA
47
Alesco Advisors
New York
$861K 16,711 – –
SFS
48
Sowell Financial Services
Arkansas
$853K 16,562 -8,854 -35%
MI
49
Motiv8 Investments
Florida
$799K 15,513 +4,953 +47%
PA
50
Parkside Advisors
California
$783K 15,212 -916 -6%
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