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

107 hedge funds and large institutions have $310M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 47 reducing their positions, and 9 closing their positions.

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
21
Reduced
47
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.2M 987,554 -6,980 -0.7%
Bank of America
2
Bank of America
North Carolina
$34.4M 650,687 -68,995 -10%
AAS
3
Ameritas Advisory Services
Nebraska
$25.2M 477,023 -49,770 -9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$19.6M 370,179 -696 -0.2%
BFG
5
Bleakley Financial Group
New Jersey
$14.7M 278,124 -89,478 -24%
Wells Fargo
6
Wells Fargo
California
$14.1M 266,040 -16,785 -6%
LPL Financial
7
LPL Financial
California
$11.7M 222,258 -66,676 -23%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$10.9M 206,913 -59,582 -22%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.7M 203,130 -101,830 -33%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$9.97M 188,735 +39,355 +26%
KLI
11
Kelman-Lazarov Inc
Tennessee
$7.53M 142,457 -4,061 -3%
BPA
12
Beacon Pointe Advisors
California
$6.55M 124,011 -4,000 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.07M 114,965 -36,767 -24%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.58M 105,491 -1,845 -2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$5.01M 94,902 -18,501 -16%
LFS
16
Lutz Financial Services
Nebraska
$4.91M 92,961 -3,226 -3%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$4.36M 82,500 +37,670 +84%
AIA
18
Arbor Investment Advisors
North Carolina
$4.34M 82,087 +5,526 +7%
Ameriprise
19
Ameriprise
Minnesota
$4.15M 78,491 +1,792 +2%
UBS Group
20
UBS Group
Switzerland
$3.88M 73,527 -306 -0.4%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$3.67M 69,417 +69,417 New
GVAG
22
Great Valley Advisor Group
Delaware
$3.09M 58,435 +8,607 +17%
Jane Street
23
Jane Street
New York
$2.69M 50,965 -41,635 -45%
Stifel Financial
24
Stifel Financial
Missouri
$2.68M 50,708 -3,582 -7%
Truist Financial
25
Truist Financial
North Carolina
$2.47M 46,765 -14,568 -24%