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

111 hedge funds and large institutions have $289M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
27
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$25.6M
2
GM
2
GeoWealth Management
Illinois
$5.52M
3
SOS
3
Silver Oak Securities
Tennessee
$1.96M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.1M
5
BOC
5
Blue Oak Capital
California
$1.12M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$1.34M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$654K
3
Morgan Stanley
3
Morgan Stanley
New York
$35.1M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$15M
5
3AM
5
3EDGE Asset Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ME
101
McIlrath & Eck
Washington
$9.59K 178 – –
SIM
102
Studio Investment Management
Illinois
$9.4K 174 – –
DWM
103
Darwin Wealth Management
Florida
$4.36K 83 – –
GBA
104
Garrison Bradford & Associates
New York
$3.94K 73 +73 New
Fidelity Investments
105
Fidelity Investments
Massachusetts
$3.62K 67 +67 New
FGAM
106
Financial Gravity Asset Management
Texas
$3.51K 65 +65 New
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$2.05K 38 +38 New
WTFG
108
Wood Tarver Financial Group
Idaho
$1.84K 34 – –
AssetMark Inc
109
AssetMark Inc
California
$702 13 +13 New
PIS
110
POM Investment Strategies
North Carolina
$648 12 +12 New
TRCT
111
Tower Research Capital (TRC)
New York
$54 1 +1 New
3AM
112
3EDGE Asset Management
Florida
– – -128,645 Closed
BWMG
113
Barnes Wealth Management Group
California
– – -8,263 Closed
SAW
114
Signal Advisors Wealth
Michigan
– – -6,528 Closed
CW
115
CreativeOne Wealth
Kansas
– – -5,569 Closed
AGA
116
Arkos Global Advisors
Texas
– – -4,822 Closed
GIA
117
Gladstone Institutional Advisory
Florida
– – -3,932 Closed
S
118
SignatureFD
Georgia
– – -450 Closed
EFP
119
EnRich Financial Partners
Wisconsin
– – -88 Closed
EW
120
Element Wealth
Mississippi
– – -82 Closed
GC
121
Gould Capital
Washington
– – -77 Closed
MHR
122
Matthew Hamilton Rosenberg
– – -63 Closed
DJSG
123
D.J. St. Germain
Massachusetts
– – -39 Closed
Allianz Asset Management
124
Allianz Asset Management
Germany
– – -12 Closed
CFGS
125
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
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