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

114 hedge funds and large institutions have $398M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

29% more capital invested

Capital invested by funds: $310M → $398M (+$88.6M)

18.35% more ownership

Funds ownership: 64.66%83% (+18%)

7% more funds holding

Funds holding: 107114 (+7)

36% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 42

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
27
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EP
1
Essential Planning
New Hampshire
$78.9M +$77.6M +1,477,872 +5,839%
Morgan Stanley
2
Morgan Stanley
New York
$47.6M -$4.04M -76,955 -8%
Bank of America
3
Bank of America
North Carolina
$28.9M -$5.11M -97,306 -15%
AAS
4
Ameritas Advisory Services
Nebraska
$25.7M +$714K +13,601 +3%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$25.6M +$14.8M +281,727 +136%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$19M -$400K -7,619 -2%
Wells Fargo
7
Wells Fargo
California
$16.1M +$2.19M +41,811 +16%
BFG
8
Bleakley Financial Group
New Jersey
$14.7M +$109K +2,075 +0.7%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$12.7M +$2.85M +54,265 +29%
LPL Financial
10
LPL Financial
California
$9.48M -$2.15M -41,061 -18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.24M -$1.39M -26,481 -13%
KLI
12
Kelman-Lazarov Inc
Tennessee
$7.19M -$266K -5,072 -4%
3AM
13
3EDGE Asset Management
Florida
$6.73M +$6.75M +128,645 New
Osaic Holdings
14
Osaic Holdings
Arizona
$5.9M +$375K +7,145 +7%
BPA
15
Beacon Pointe Advisors
California
$5.78M -$713K -13,580 -11%
Citadel Advisors
16
Citadel Advisors
Florida
$5.67M +$4.38M +83,550 +337%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.27M -$746K -14,213 -12%
LFS
18
Lutz Financial Services
Nebraska
$4.82M -$39.6K -755 -0.8%
Goldman Sachs
19
Goldman Sachs
New York
$4.67M +$4.68M +89,226 New
AIA
20
Arbor Investment Advisors
North Carolina
$4.54M +$247K +4,712 +6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.98M -$987K -18,799 -20%
Ameriprise
22
Ameriprise
Minnesota
$3.78M -$328K -6,242 -8%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$3.56M -$67.6K -1,288 -2%
GVAG
24
Great Valley Advisor Group
Delaware
$3.29M +$236K +4,491 +8%
UBS Group
25
UBS Group
Switzerland
$2.6M -$1.25M -23,845 -32%