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

121 hedge funds and large institutions have $294M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

5.89% more ownership

Funds ownership: 62.66%68.54% (+5.9%)

4% more funds holding

Funds holding: 116121 (+5)

4% more capital invested

Capital invested by funds: $283M → $294M (+$11M)

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
40
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
51
Cherry Tree Wealth Management
Minnesota
$713K +$88.4K +1,638 +14%
MML Investors Services
52
MML Investors Services
Massachusetts
$680K +$96.4K +1,786 +16%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$627K +$21K +389 +3%
AFP
54
Ausdal Financial Partners
Iowa
$616K -$35.8K -663 -5%
WWA
55
WCG Wealth Advisors
Nevada
$612K +$615K +11,400 New
GCA
56
Gallagher Capital Advisors
Texas
$597K +$752K +13,939 New
HWA
57
HMV Wealth Advisors
Louisiana
$572K
GAM
58
Gould Asset Management
California
$543K -$10.3K -190 -2%
CMP
59
Courage Miller Partners
Virginia
$541K -$162 -3 -0%
TRCT
60
Tower Research Capital (TRC)
New York
$523K +$526K +9,746 New
AF
61
Allworth Financial
California
$519K -$39.2K -727 -7%
MA
62
Montag & Associates
Georgia
$505K +$506K +9,385 New
JSA
63
Jim Saulnier & Associates
Colorado
$463K -$4.8K -89 -1%
VPP
64
Vertex Planning Partners
Illinois
$441K -$13.2K -244 -3%
BIM
65
Breakwater Investment Management
Washington
$441K
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$421K +$157K +2,913 +59%
NP
67
NorthRock Partners
Minnesota
$421K +$423K +7,844 New
DCM
68
Dimension Capital Management
Florida
$402K
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$365K -$144K -2,669 -28%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$353K +$91.6K +1,698 +35%
KAS
71
Kestra Advisory Services
Texas
$352K +$56.6K +1,050 +19%
DT
72
Diversified Trust
Tennessee
$340K
EAM
73
Evanson Asset Management
California
$338K
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$311K +$10.8K +201 +4%
MA
75
Mezzasalma Advisors
New Jersey
$310K +$312K +5,774 New