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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 $398M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
27
Reduced
42
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EP
1
Essential Planning
New Hampshire
$78.9M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$25.6M
3
3AM
3
3EDGE Asset Management
Florida
$6.73M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.67M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.67M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$28.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$47.6M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$1.92M
4
LPL Financial
4
LPL Financial
California
$9.48M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.42M 46,275 -4,433 -9%
Truist Financial
27
Truist Financial
North Carolina
$2.12M 40,453 -6,312 -13%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$1.92M 36,773 -45,727 -55%
Kovitz Investment Group Partners
29
Kovitz Investment Group Partners
Illinois
$1.88M 36,032 -242 -0.7%
CIA
30
Concurrent Investment Advisors
Florida
$1.85M 35,364 +1,247 +4%
LWA
31
Lantern Wealth Advisors
New York
$1.63M 31,133 +4,484 +17%
HA
32
Herold Advisors
New York
$1.63M 31,133 +4,484 +17%
Jane Street
33
Jane Street
New York
$1.61M 30,842 -20,123 -39%
HPM
34
Hudson Portfolio Management
New York
$1.59M 30,443 -310 -1%
SF
35
Summit Financial
New Jersey
$1.15M 22,045 +605 +3%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.15M 22,048 -9,635 -30%
SPIA
37
Steward Partners Investment Advisory
New York
$1.02M 19,432 -972 -5%
DWM
38
Destination Wealth Management
California
$983K 18,801 +1,630 +9%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$970K 18,543 -19,686 -51%
FT
40
Fiduciary Trust
Massachusetts
$922K 17,638 – –
AA
41
Alesco Advisors
New York
$874K 16,711 – –
ES
42
Eagle Strategies
New York
$804K 15,381 +15,381 New
BWA
43
Burt Wealth Advisors
Maryland
$784K 14,982 -30 -0.2%
MI
44
Motiv8 Investments
Florida
$781K 14,938 -1,769 -11%
AF
45
Allworth Financial
California
$749K 14,247 -445 -3%
MML Investors Services
46
MML Investors Services
Massachusetts
$663K 12,675 -143 -1%
CTWM
47
Cherry Tree Wealth Management
Minnesota
$611K 11,678 +805 +7%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$606K 11,593 +37 +0.3%
GAM
49
Gould Asset Management
California
$579K 11,065 – –
HWA
50
HMV Wealth Advisors
Louisiana
$557K 10,655 +10,655 New
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