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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
IF
76
IRON Financial
Illinois
$295K +$1.78K +33 +0.6%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$286K -$45.6K -845 -14%
BCG
78
Breakwater Capital Group
New Jersey
$284K +$285K +5,289 New
PFPG
79
Pinnacle Financial Partners (Georgia)
Georgia
$276K +$278K +5,150 New
PWM
80
Pines Wealth Management
North Carolina
$275K
MSA
81
Marathon Strategic Advisors
Pennsylvania
$268K -$7.28K -135 -3%
Cerity Partners
82
Cerity Partners
New York
$244K +$246K +4,554 New
HighTower Advisors
83
HighTower Advisors
Illinois
$244K
SFM
84
Signet Financial Management
New Jersey
$230K -$12.9K -240 -5%
DWA
85
Delap Wealth Advisory
Oregon
$230K -$44.7K -828 -16%
AGA
86
Arkos Global Advisors
Texas
$229K +$54 +1 +0%
CNBT
87
Canandaigua National Bank & Trust
New York
$223K
WRCM
88
Western Reserve Capital Management
Ohio
$221K +$222K +4,118 New
MT
89
Midwest Trust
Kansas
$220K +$221K +4,100 New
AC
90
Apella Capital
Connecticut
$214K -$8.85K -164 -4%
CFO
91
Cambient Family Office
Michigan
$200K +$201K +3,721 New
Comerica Bank
92
Comerica Bank
Texas
$135K -$701 -13 -0.5%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$128K -$4.21K -78 -3%
MCM
94
MAI Capital Management
Ohio
$105K -$2.1K -39 -2%
GWM
95
Geneos Wealth Management
Colorado
$90.4K -$48.4K -898 -35%
MPW
96
MASECO Private Wealth
$59.8K
DWM
97
Dogwood Wealth Management
Kansas
$58.9K
GRP
98
Global Retirement Partners
California
$55.2K -$9.17K -170 -14%
KFP
99
Kerr Financial Planning
California
$48.8K +$24.5K +454 +100%
PWPS
100
Pinnacle Wealth Planning Services
Ohio
$47.5K +$47.8K +886 New