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

113 hedge funds and large institutions have $357M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 52 reducing their positions, and 19 closing their positions.

Holders
113
Holders Change
-12
Holders Change %
-9.6%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
19
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.5M 1,116,051 -1,364,621 -55%
Bank of America
2
Bank of America
North Carolina
$40.1M 777,907 -154,210 -17%
AAS
3
Ameritas Advisory Services
Nebraska
$31.6M 613,628 +77,462 +14%
BFG
4
Bleakley Financial Group
New Jersey
$19.2M 372,943 -54,743 -13%
SW
5
Simplicity Wealth
New Jersey
$19.2M 372,943 +372,943 New
LPL Financial
6
LPL Financial
California
$15.3M 297,993 -21,840 -7%
Wells Fargo
7
Wells Fargo
California
$14.4M 280,157 -11,378 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.6M 264,572 +38,214 +17%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$13.3M 258,941 +3,490 +1%
PPW
10
Pasadena Private Wealth
California
$8.72M 169,338 +169,338 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$7.44M 144,416 +67,763 +88%
KLI
12
Kelman-Lazarov Inc
Tennessee
$7.3M 141,834 +4,889 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.11M 138,027 -5,705 -4%
BPA
14
Beacon Pointe Advisors
California
$7.01M 136,160 -3,490 -2%
Jane Street
15
Jane Street
New York
$6.22M 120,719 +43,812 +57%
AWA
16
Archvest Wealth Advisors
California
$5.25M 102,420 -4,527 -4%
LFS
17
Lutz Financial Services
Nebraska
$4.94M 95,953 -1,174 -1%
Ameriprise
18
Ameriprise
Minnesota
$4.86M 94,343 -193,757 -67%
UBS Group
19
UBS Group
Switzerland
$4.74M 91,956 -815 -0.9%
SPC
20
Sigma Planning Corp
Michigan
$4.09M 79,419 +46,449 +141%
Citadel Advisors
21
Citadel Advisors
Florida
$3.07M 59,521 +31,771 +114%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.06M 59,312 -6,327 -10%
AIA
23
Arbor Investment Advisors
North Carolina
$2.87M 55,648 +20,185 +57%
Stifel Financial
24
Stifel Financial
Missouri
$2.84M 55,072 -4,078 -7%
Truist Financial
25
Truist Financial
North Carolina
$2.81M 54,647 -3,153 -5%