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

107 hedge funds and large institutions have $310M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$3.67M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$9.97M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$4.36M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$1.92M
5
FTUS
5
Flow Traders U.S.
New York
$1.18M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.7M
3
BFG
3
Bleakley Financial Group
New Jersey
$14.7M
4
Bank of America
4
Bank of America
North Carolina
$34.4M
5
AWA
5
Archvest Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.02M -$1.08M -20,454 -35%
Kovitz Investment Group Partners
27
Kovitz Investment Group Partners
Illinois
$1.92M +$1.92M +36,274 New
CIA
28
Concurrent Investment Advisors
Florida
$1.8M +$197K +3,727 +12%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.67M -$13.9K -263 -0.8%
HPM
30
Hudson Portfolio Management
New York
$1.62M +$1.62M +30,753 New
LWA
31
Lantern Wealth Advisors
New York
$1.41M +$115K +2,170 +9%
HA
32
Herold Advisors
New York
$1.41M +$115K +2,170 +9%
EP
33
Essential Planning
New Hampshire
$1.34M -$44.2K -836 -3%
Citadel Advisors
34
Citadel Advisors
Florida
$1.31M -$1.1M -20,824 -46%
FTUS
35
Flow Traders U.S.
New York
$1.18M +$1.18M +22,342 New
SF
36
Summit Financial
New Jersey
$1.13M +$1.13M +21,440 New
SPIA
37
Steward Partners Investment Advisory
New York
$1.08M -$28.9K -548 -3%
FT
38
Fiduciary Trust
Massachusetts
$932K -$7.13K -135 -0.8%
DWM
39
Destination Wealth Management
California
$907K +$4.7K +89 +0.5%
AA
40
Alesco Advisors
New York
$883K – – –
MI
41
Motiv8 Investments
Florida
$883K +$88.3K +1,672 +11%
BWA
42
Burt Wealth Advisors
Maryland
$793K – – –
MA
43
MAS Advisors
Florida
$787K – – –
AF
44
Allworth Financial
California
$776K -$106K -2,011 -12%
MML Investors Services
45
MML Investors Services
Massachusetts
$677K -$923K -17,482 -58%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$610K +$2.54K +48 +0.4%
SA
47
Sanctuary Advisors
Indiana
$593K -$183K -3,490 -24%
GAM
48
Gould Asset Management
California
$585K – – –
CTWM
49
Cherry Tree Wealth Management
Minnesota
$574K +$528 +10 +0.1%
PA
50
Parkside Advisors
California
$548K -$245K -4,638 -31%
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