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

105 hedge funds and large institutions have $351M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 45 reducing their positions, and 20 closing their positions.

Holders
105
Holders Change
-8
Holders Change %
-7.08%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
24
Reduced
45
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$19.2M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$7.71M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$5.55M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$2.32M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.7M

Top Sellers

1
PPW
1
Pasadena Private Wealth
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$51.4M
3
AAS
3
Ameritas Advisory Services
Nebraska
$27.2M
4
SPC
4
Sigma Planning Corp
Michigan
$0
5
Bank of America
5
Bank of America
North Carolina
$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$2.57M +$135K +2,614 +6%
Citadel Advisors
27
Citadel Advisors
Florida
$2.36M -$717K -13,877 -23%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$2.32M +$2.32M +44,830 New
BSW
29
Buckingham Strategic Wealth
Missouri
$1.8M -$40.3K -780 -2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.65M -$763K -14,766 -32%
CIA
31
Concurrent Investment Advisors
Florida
$1.57M +$201K +3,885 +15%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.57M -$246K -4,763 -14%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.5M +$54K +1,046 +4%
GIA
34
Gladstone Institutional Advisory
Florida
$1.41M +$44.1K +854 +3%
EP
35
Essential Planning
New Hampshire
$1.35M +$56.8K +1,100 +4%
LWA
36
Lantern Wealth Advisors
New York
$1.26M +$21.6K +419 +2%
HA
37
Herold Advisors
New York
$1.26M +$50K +969 +4%
SPIA
38
Steward Partners Investment Advisory
New York
$1.08M -$15.9K -308 -1%
SWA
39
Stratos Wealth Advisors
Ohio
$1.05M +$24.3K +470 +2%
FT
40
Fiduciary Trust
Massachusetts
$918K – – –
DWM
41
Destination Wealth Management
California
$882K -$33.8K -655 -4%
AF
42
Allworth Financial
California
$864K -$127K -2,457 -13%
AA
43
Alesco Advisors
New York
$863K – – –
MI
44
Motiv8 Investments
Florida
$777K -$24.7K -478 -3%
PA
45
Parkside Advisors
California
$776K -$9.86K -191 -1%
BWA
46
Burt Wealth Advisors
Maryland
$775K -$93K -1,800 -11%
MA
47
MAS Advisors
Florida
$769K – – –
SA
48
Sanctuary Advisors
Indiana
$759K +$759K +14,795 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$594K +$594K +11,508 New
AGA
50
Arkos Global Advisors
Texas
$588K -$5.01K -97 -0.8%
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