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

107 hedge funds and large institutions have $310M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$3.67M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$9.97M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$4.36M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$1.92M
5
FTUS
5
Flow Traders U.S.
New York
$1.18M

Top Sellers

1
SW
1
Simplicity Wealth
New Jersey
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.7M
3
BFG
3
Bleakley Financial Group
New Jersey
$14.7M
4
Bank of America
4
Bank of America
North Carolina
$34.4M
5
AWA
5
Archvest Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
51
Courage Miller Partners
Virginia
$533K – – –
RCAG
52
Rehmann Capital Advisory Group
Michigan
$514K – – –
JSA
53
Jim Saulnier & Associates
Colorado
$465K +$465K +8,799 New
BIM
54
Breakwater Investment Management
Washington
$462K -$11.5K -218 -2%
VPP
55
Vertex Planning Partners
Illinois
$446K -$51.1K -967 -10%
AGA
56
Arkos Global Advisors
Texas
$432K -$170K -3,213 -28%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$429K -$91.5K -1,731 -18%
SF
58
Synovus Financial
Georgia
$423K – – –
FAIM
59
Financial Advocates Investment Management
Washington
$422K -$2.32K -44 -0.5%
PFG
60
PAX Financial Group
Texas
$413K +$5.71K +108 +1%
DCM
61
Dimension Capital Management
Florida
$395K -$101K -1,915 -20%
CW
62
CreativeOne Wealth
Kansas
$362K +$362K +6,861 New
DT
63
Diversified Trust
Tennessee
$334K – – –
EAM
64
Evanson Asset Management
California
$333K – – –
TPCW
65
TD Private Client Wealth
New York
$331K +$135K +2,554 +69%
RJA
66
Raymond James & Associates
Florida
$326K -$205K -3,889 -39%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$313K -$63.6K -1,203 -17%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$312K +$3.65K +69 +1%
KAS
69
Kestra Advisory Services
Texas
$296K -$188K -3,557 -39%
MSA
70
Marathon Strategic Advisors
Pennsylvania
$290K -$24.9K -471 -8%
AWS
71
Atria Wealth Solutions
New York
$275K -$47.5K -900 -15%
DWA
72
Delap Wealth Advisory
Oregon
$270K – – –
PAG
73
Private Advisor Group
New Jersey
$267K -$24.8K -469 -9%
AP
74
Atwood & Palmer
Missouri
$259K – – –
CM
75
Columbus Macro
Pennsylvania
$258K +$3.7K +70 +1%
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3
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