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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
AP
101
Atwood & Palmer
Missouri
$42.9K
William Blair & Company
102
William Blair & Company
Illinois
$34.6K
AWM
103
AE Wealth Management
Kansas
$31.3K +$270 +5 +0.9%
CPG
104
Cornerstone Planning Group
New Jersey
$22.7K -$108 -2 -0.5%
PB
105
Pinnacle Bancorp
Nebraska
$20.4K
SWP
106
Strategic Wealth Partners
Ohio
$19.4K -$54 -1 -0.3%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.3K
PGAM
108
Princeton Global Asset Management
New Jersey
$16.7K
CA
109
Clearstead Advisors
Ohio
$14.5K +$15.5K +288 New
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$11.1K
FAI
111
Fiduciary Advisors Inc
Missouri
$10.8K +$108 +2 +1%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$10.7K +$10.8K +200 New
NA
113
NewEdge Advisors
Louisiana
$6.22K -$4.58M -84,937 -100%
ME
114
McIlrath & Eck
Washington
$4.76K
DWM
115
Darwin Wealth Management
Florida
$4.43K
HI
116
Harbour Investments
Wisconsin
$4.08K
FGAM
117
Financial Gravity Asset Management
Texas
$3.49K
FFA
118
Farther Finance Advisors
California
$1.72K -$7.88K -146 -82%
MI
119
Motiv8 Investments
Florida
$1.19K +$20.7K +384 +2%
AssetMark Inc
120
AssetMark Inc
California
$698
Fidelity Investments
121
Fidelity Investments
Massachusetts
$160 -$108 -2 -40%
3AM
122
3EDGE Asset Management
Florida
-$10.1M -186,196 Closed
FPAS
123
Focus Partners Advisor Solutions
Missouri
-$3.19M -58,855 Closed
OCM
124
One Capital Management
California
-$2.09M -38,557 Closed
Kovitz Investment Group Partners
125
Kovitz Investment Group Partners
Illinois
-$1.97M -36,368 Closed