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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 %
BWA
51
Burt Wealth Advisors
Maryland
$810K – – –
ASN
52
Advisory Services Network
Georgia
$731K +$731K +13,591 New
MML Investors Services
53
MML Investors Services
Massachusetts
$690K +$8.24K +153 +1%
CTWM
54
Cherry Tree Wealth Management
Minnesota
$628K – – –
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$602K -$24.1K -447 -4%
KAS
56
Kestra Advisory Services
Texas
$584K +$295K +5,483 +102%
AF
57
Allworth Financial
California
$583K -$184K -3,416 -24%
HWA
58
HMV Wealth Advisors
Louisiana
$573K – – –
GAM
59
Gould Asset Management
California
$554K -$41.2K -765 -7%
CMP
60
Courage Miller Partners
Virginia
$543K – – –
JSA
61
Jim Saulnier & Associates
Colorado
$533K -$56.2K -1,045 -10%
RCAG
62
Rehmann Capital Advisory Group
Michigan
$523K – – –
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$511K +$29.7K +553 +6%
BIM
64
Breakwater Investment Management
Washington
$480K – – –
Raymond James Financial
65
Raymond James Financial
Florida
$460K +$59.9K +1,113 +15%
VPP
66
Vertex Planning Partners
Illinois
$452K +$53.8K +1,000 +14%
PA
67
Parkside Advisors
California
$446K -$24.4K -454 -5%
DCM
68
Dimension Capital Management
Florida
$403K – – –
DT
69
Diversified Trust
Tennessee
$341K – – –
EAM
70
Evanson Asset Management
California
$339K – – –
PWM
71
Pines Wealth Management
North Carolina
$307K -$107K -2,005 -26%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$301K – – –
PAG
73
Private Advisor Group
New Jersey
$299K +$6.08K +113 +2%
SF
74
Synovus Financial
Georgia
$277K – – –
DWA
75
Delap Wealth Advisory
Oregon
$275K – – –
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3
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