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

118 hedge funds and large institutions have $298M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+7
Holders Change %
+6.31%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
$6.45M
2
IWM
IHT Wealth Management
Illinois
$5.59M
3
NA
NewEdge Advisors
Louisiana
$4.18M
4
EA
Efficient Advisors
Ohio
$4.01M
5
Jane Street
Jane Street
New York
$4.88M

Top Sellers

1
GM
GeoWealth Management
Illinois
$0
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$21.9M
3
AAS
Ameritas Advisory Services
Nebraska
$23M
4
Bank of America
Bank of America
North Carolina
$25.4M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$12.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$34.5M -$492K -9,140 -1%
Bank of America
2
Bank of America
North Carolina
$25.4M -$2.55M -47,363 -9%
AAS
3
Ameritas Advisory Services
Nebraska
$23M -$3.15M -58,548 -12%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$21.9M -$3.57M -66,286 -14%
BFG
5
Bleakley Financial Group
New Jersey
$14.1M -$298K -5,536 -2%
Wells Fargo
6
Wells Fargo
California
$13.8M +$131K +2,426 +1%
TIAA Trust, National Association
7
TIAA Trust, National Association
North Carolina
$12.7M -$2.26M -42,033 -15%
LPL Financial
8
LPL Financial
California
$10.9M +$1.06M +19,729 +11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.38M -$1.66M -30,936 -15%
KLI
10
Kelman-Lazarov Inc
Tennessee
$7.07M -$296K -5,510 -4%
GWM
11
Geneos Wealth Management
Colorado
$6.45M +$6.45M +119,880 New
Osaic Holdings
12
Osaic Holdings
Arizona
$6.14M -$790K -15,033 -11%
GVAG
13
Great Valley Advisor Group
Delaware
$5.84M +$2M +37,150 +52%
IWM
14
IHT Wealth Management
Illinois
$5.59M +$5.59M +103,875 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.01M +$73.9K +1,373 +1%
BPA
16
Beacon Pointe Advisors
California
$4.95M -$662K -12,310 -12%
Jane Street
17
Jane Street
New York
$4.88M +$3.4M +63,208 +230%
AIA
18
Arbor Investment Advisors
North Carolina
$4.8M +$68.9K +1,280 +1%
LFS
19
Lutz Financial Services
Nebraska
$4.61M -$54.8K -1,018 -1%
NA
20
NewEdge Advisors
Louisiana
$4.18M +$4.18M +77,732 New
EA
21
Efficient Advisors
Ohio
$4.01M +$4.01M +74,595 New
Stifel Financial
22
Stifel Financial
Missouri
$3.57M +$1.05M +19,479 +42%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$3.55M -$59K -1,096 -2%
Goldman Sachs
24
Goldman Sachs
New York
$3.47M -$54 -1 -0%
Ameriprise
25
Ameriprise
Minnesota
$3.43M -$74.8K -1,391 -2%
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