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

116 hedge funds and large institutions have $298M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $294M → $298M (+$3.94M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1.64% less ownership

Funds ownership: 68.54%66.91% (-1.6%)

4% less funds holding

Funds holding: 121116 (-5)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
38
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
51
Advisory Services Network
Georgia
$766K +$3.24K +60 +0.4%
FT
52
Fiduciary Trust
Massachusetts
$765K -$189K -3,500 -20%
CTWM
53
Cherry Tree Wealth Management
Minnesota
$715K -$3.24K -60 -0.5%
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$695K +$693K +12,854 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$634K +$1.94K +36 +0.3%
WWA
56
WCG Wealth Advisors
Nevada
$617K
HWA
57
HMV Wealth Advisors
Louisiana
$577K
AFP
58
Ausdal Financial Partners
Iowa
$557K -$63.6K -1,180 -10%
CMP
59
Courage Miller Partners
Virginia
$546K
GAM
60
Gould Asset Management
California
$544K -$3.24K -60 -0.6%
MA
61
Montag & Associates
Georgia
$508K
AF
62
Allworth Financial
California
$507K -$16K -296 -3%
VPP
63
Vertex Planning Partners
Illinois
$486K +$40.8K +756 +9%
KPWG
64
KFA Private Wealth Group
Virginia
$464K +$463K +8,580 New
JSA
65
Jim Saulnier & Associates
Colorado
$449K -$17.9K -331 -4%
KAS
66
Kestra Advisory Services
Texas
$446K +$91.1K +1,690 +26%
BIM
67
Breakwater Investment Management
Washington
$441K -$3.24K -60 -0.7%
NP
68
NorthRock Partners
Minnesota
$424K -$917 -17 -0.2%
DCM
69
Dimension Capital Management
Florida
$405K
Jones Financial Companies
70
Jones Financial Companies
Missouri
$373K +$18.7K +346 +5%
EAM
71
Evanson Asset Management
California
$341K
MA
72
Mezzasalma Advisors
New Jersey
$332K +$19.7K +366 +6%
BCG
73
Breakwater Capital Group
New Jersey
$329K +$42.6K +789 +15%
DT
74
Diversified Trust
Tennessee
$325K -$17.8K -330 -5%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$303K -$10.5K -195 -3%