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

105 hedge funds and large institutions have $351M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 45 reducing their positions, and 20 closing their positions.

Holders
105
Holders Change
-8
Holders Change %
-7.08%
% of All Funds
1.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
24
Reduced
45
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$51.4M 994,534 -121,517 -11%
Bank of America
2
Bank of America
North Carolina
$37.2M 719,682 -58,225 -7%
AAS
3
Ameritas Advisory Services
Nebraska
$27.2M 526,793 -86,835 -14%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$19.2M 370,875 +368,706 +16,999%
SW
5
Simplicity Wealth
New Jersey
$19M 367,602 -5,341 -1%
BFG
6
Bleakley Financial Group
New Jersey
$19M 367,602 -5,341 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.7M 304,960 +40,388 +15%
LPL Financial
8
LPL Financial
California
$14.9M 288,934 -9,059 -3%
Wells Fargo
9
Wells Fargo
California
$14.6M 282,825 +2,668 +1%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$13.8M 266,495 +7,554 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.84M 151,732 +13,705 +10%
Bank of Nova Scotia
12
Bank of Nova Scotia
Ontario, Canada
$7.71M 149,380 +149,380 New
KLI
13
Kelman-Lazarov Inc
Tennessee
$7.57M 146,518 +4,684 +3%
BPA
14
Beacon Pointe Advisors
California
$6.61M 128,011 -8,149 -6%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$5.86M 113,403 -31,013 -21%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.55M 107,336 +75,800 +240%
LFS
17
Lutz Financial Services
Nebraska
$4.97M 96,187 +234 +0.2%
Jane Street
18
Jane Street
New York
$4.78M 92,600 -28,119 -23%
Ameriprise
19
Ameriprise
Minnesota
$3.98M 76,699 -17,644 -19%
AIA
20
Arbor Investment Advisors
North Carolina
$3.95M 76,561 +20,913 +38%
UBS Group
21
UBS Group
Switzerland
$3.81M 73,833 -18,123 -20%
AWA
22
Archvest Wealth Advisors
California
$3.55M 69,013 -33,407 -33%
Truist Financial
23
Truist Financial
North Carolina
$3.17M 61,333 +6,686 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.03M 58,683 -629 -1%
Stifel Financial
25
Stifel Financial
Missouri
$2.8M 54,290 -782 -1%