STPZ icon

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

113 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 18 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 11 closing their positions.

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
27
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EP
1
Essential Planning
New Hampshire
$78.9M 1,503,182 +1,477,872 +5,839%
Morgan Stanley
2
Morgan Stanley
New York
$47.6M 910,599 -76,955 -8%
Bank of America
3
Bank of America
North Carolina
$28.9M 553,381 -97,306 -15%
AAS
4
Ameritas Advisory Services
Nebraska
$25.7M 490,624 +13,601 +3%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$25.6M 488,640 +281,727 +136%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$19M 362,560 -7,619 -2%
Wells Fargo
7
Wells Fargo
California
$16.1M 307,851 +41,811 +16%
BFG
8
Bleakley Financial Group
New Jersey
$14.7M 280,199 +2,075 +0.7%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$12.7M 243,000 +54,265 +29%
LPL Financial
10
LPL Financial
California
$9.48M 181,197 -41,061 -18%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.24M 176,649 -26,481 -13%
KLI
12
Kelman-Lazarov Inc
Tennessee
$7.19M 137,385 -5,072 -4%
3AM
13
3EDGE Asset Management
Florida
$6.73M 128,645 +128,645 New
Osaic Holdings
14
Osaic Holdings
Arizona
$5.9M 112,636 +7,145 +7%
BPA
15
Beacon Pointe Advisors
California
$5.78M 110,431 -13,580 -11%
Citadel Advisors
16
Citadel Advisors
Florida
$5.67M 108,370 +83,550 +337%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.27M 100,752 -14,213 -12%
LFS
18
Lutz Financial Services
Nebraska
$4.82M 92,206 -755 -0.8%
Goldman Sachs
19
Goldman Sachs
New York
$4.67M 89,226 +89,226 New
AIA
20
Arbor Investment Advisors
North Carolina
$4.54M 86,799 +4,712 +6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.98M 76,103 -18,799 -20%
Ameriprise
22
Ameriprise
Minnesota
$3.78M 72,249 -6,242 -8%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$3.56M 68,129 -1,288 -2%
GVAG
24
Great Valley Advisor Group
Delaware
$3.29M 62,926 +4,491 +8%
UBS Group
25
UBS Group
Switzerland
$2.6M 49,682 -23,845 -32%