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

118 hedge funds and large institutions have $298M 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, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+7
Holders Change %
+6.31%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
GM
GeoWealth Management
Illinois
$0
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$21.9M
3
AAS
Ameritas Advisory Services
Nebraska
$23M
4
Bank of America
Bank of America
North Carolina
$25.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$2.76M +$2.76M +51,305 New
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$2.58M +$1.53M +28,493 +147%
OCM
28
One Capital Management
California
$2.33M +$2.33M +43,302 New
CIA
29
Concurrent Investment Advisors
Florida
$2.19M +$114K +2,121 +6%
UBS Group
30
UBS Group
Switzerland
$2.15M -$273K -5,065 -11%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$1.94M +$13.6K +253 +0.7%
Truist Financial
32
Truist Financial
North Carolina
$1.92M -$90.7K -1,686 -5%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$1.88M -$4.63K -86 -0.2%
LWA
34
Lantern Wealth Advisors
New York
$1.8M +$1.8M +33,473 New
HA
35
Herold Advisors
New York
$1.78M -$7.1K -132 -0.4%
HPM
36
Hudson Portfolio Management
New York
$1.62M – – –
FTUS
37
Flow Traders U.S.
New York
$1.42M +$1.42M +26,335 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.41M -$1.81M -33,580 -56%
DWM
39
Destination Wealth Management
California
$1.31M +$28.6K +531 +2%
EP
40
Essential Planning
New Hampshire
$1.29M -$40.4K -751 -3%
SF
41
Summit Financial
New Jersey
$1.19M +$1.61K +30 +0.1%
BOC
42
Blue Oak Capital
California
$1.11M – – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.07M +$148K +2,756 +16%
ES
44
Eagle Strategies
New York
$1.07M +$59.9K +1,114 +6%
Citadel Advisors
45
Citadel Advisors
Florida
$971K -$1.7M -31,513 -64%
FT
46
Fiduciary Trust
Massachusetts
$949K – – –
MI
47
Motiv8 Investments
Florida
$934K +$15.3K +284 +2%
AA
48
Alesco Advisors
New York
$899K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$881K -$145K -2,689 -14%
TPCW
50
TD Private Client Wealth
New York
$845K +$220K +4,096 +35%
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