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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 $357M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 52 reducing their positions, and 19 closing their positions.

Holders
113
Holders Change
-12
Holders Change %
-9.6%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
19
Reduced
52
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
Simplicity Wealth
New Jersey
$19.2M
2
PPW
2
Pasadena Private Wealth
California
$8.72M
3
AAS
3
Ameritas Advisory Services
Nebraska
$31.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$7.44M
5
SPC
5
Sigma Planning Corp
Michigan
$4.09M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$57.5M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
Ameriprise
3
Ameriprise
Minnesota
$4.86M
4
Bank of America
4
Bank of America
North Carolina
$40.1M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
51
MAS Advisors
Florida
$767K 14,897 – –
ES
52
Eagle Strategies
New York
$658K 12,786 +12,786 New
KAS
53
Kestra Advisory Services
Texas
$611K 11,870 -55,802 -82%
VPP
54
Vertex Planning Partners
Illinois
$596K 11,565 – –
GAM
55
Gould Asset Management
California
$595K 11,550 -1,480 -11%
AGA
56
Arkos Global Advisors
Texas
$591K 11,479 – –
TPCW
57
TD Private Client Wealth
New York
$586K 11,375 -1,207 -10%
CTWM
58
Cherry Tree Wealth Management
Minnesota
$563K 10,925 – –
CMP
59
Courage Miller Partners
Virginia
$524K 10,168 – –
RCAG
60
Rehmann Capital Advisory Group
Michigan
$501K 9,722 – –
DCM
61
Dimension Capital Management
Florida
$484K 9,398 – –
BIM
62
Breakwater Investment Management
Washington
$466K 9,041 +9,041 New
RIA
63
Regal Investment Advisors
Michigan
$439K 8,521 -442 -5%
RJA
64
Raymond James & Associates
Florida
$428K 8,309 +368 +5%
SF
65
Synovus Financial
Georgia
$412K 8,000 – –
FAIM
66
Financial Advocates Investment Management
Washington
$411K 7,983 -218 -3%
TWP
67
Tyche Wealth Partners
Texas
$407K 7,903 -1,460 -16%
PAG
68
Private Advisor Group
New Jersey
$387K 7,510 – –
LNC
69
Lincoln National Corp
Pennsylvania
$365K 7,090 – –
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$361K 7,009 +7,009 New
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$346K 6,713 -913 -12%
DT
72
Diversified Trust
Tennessee
$326K 6,330 – –
EAM
73
Evanson Asset Management
California
$325K 6,306 – –
MSA
74
Marathon Strategic Advisors
Pennsylvania
$323K 6,281 -592 -9%
AWS
75
Atria Wealth Solutions
New York
$319K 6,200 -200 -3%
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3
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