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

117 hedge funds and large institutions have $297M 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, 40 reducing their positions, and 9 closing their positions.

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$21.9M
3
AAS
3
Ameritas Advisory Services
Nebraska
$23M
4
Bank of America
4
Bank of America
North Carolina
$25.4M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
51
Advisory Services Network
Georgia
$731K 13,591 +13,591 New
MML Investors Services
52
MML Investors Services
Massachusetts
$690K 12,816 +153 +1%
CTWM
53
Cherry Tree Wealth Management
Minnesota
$628K 11,678 – –
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$602K 11,190 -447 -4%
KAS
55
Kestra Advisory Services
Texas
$584K 10,848 +5,483 +102%
AF
56
Allworth Financial
California
$583K 10,831 -3,416 -24%
HWA
57
HMV Wealth Advisors
Louisiana
$573K 10,655 – –
GAM
58
Gould Asset Management
California
$554K 10,300 -765 -7%
CMP
59
Courage Miller Partners
Virginia
$543K 10,084 – –
JSA
60
Jim Saulnier & Associates
Colorado
$533K 9,912 -1,045 -10%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$523K 9,722 – –
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$511K 9,499 +553 +6%
BIM
63
Breakwater Investment Management
Washington
$480K 8,924 – –
Raymond James Financial
64
Raymond James Financial
Florida
$460K 8,555 +1,113 +15%
VPP
65
Vertex Planning Partners
Illinois
$452K 8,405 +1,000 +14%
PA
66
Parkside Advisors
California
$446K 8,294 -454 -5%
DCM
67
Dimension Capital Management
Florida
$403K 7,483 – –
DT
68
Diversified Trust
Tennessee
$341K 6,330 – –
EAM
69
Evanson Asset Management
California
$339K 6,306 – –
PWM
70
Pines Wealth Management
North Carolina
$307K 5,726 -2,005 -26%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$301K 5,601 – –
PAG
72
Private Advisor Group
New Jersey
$299K 5,565 +113 +2%
SF
73
Synovus Financial
Georgia
$277K 5,150 – –
DWA
74
Delap Wealth Advisory
Oregon
$275K 5,108 – –
CWA
75
CogentBlue Wealth Advisors
Tennessee
$273K 5,074 – –
1 2
3
4 5