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

121 hedge funds and large institutions have $294M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

5.89% more ownership

Funds ownership: 62.66%68.54% (+5.9%)

4% more funds holding

Funds holding: 116121 (+5)

4% more capital invested

Capital invested by funds: $283M → $294M (+$11M)

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
40
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$29.6M +$2.45M +45,478 +9%
Morgan Stanley
2
Morgan Stanley
New York
$27.5M -$3.43M -63,564 -11%
AAS
3
Ameritas Advisory Services
Nebraska
$19.6M +$19.7M +364,904 New
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$14.8M -$4.57M -84,634 -24%
ES
5
Eagle Strategies
New York
$14.3M +$871K +16,138 +6%
BFG
6
Bleakley Financial Group
New Jersey
$13.7M -$317K -5,881 -2%
Wells Fargo
7
Wells Fargo
California
$13.4M +$1.83K +34 +0%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$11.8M -$692K -12,828 -5%
LPL Financial
9
LPL Financial
California
$10.9M -$1.54M -28,512 -12%
Goldman Sachs
10
Goldman Sachs
New York
$8.4M +$3.18M +58,856 +60%
KLI
11
Kelman-Lazarov Inc
Tennessee
$7.25M +$124K +2,290 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.16M +$76.8K +1,423 +1%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.98M +$21K +389 +0.3%
GVAG
14
Great Valley Advisor Group
Delaware
$6.86M +$554K +10,277 +9%
AIA
15
Arbor Investment Advisors
North Carolina
$5.07M +$313K +5,795 +7%
Jane Street
16
Jane Street
New York
$4.98M +$2.87M +53,246 +134%
FTUS
17
Flow Traders U.S.
New York
$4.92M +$3.91M +72,402 +374%
Stifel Financial
18
Stifel Financial
Missouri
$4.79M +$269K +4,995 +6%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.72M +$79.4K +1,472 +2%
OCA
20
Optimus Capital Advisors
Texas
$4.59M +$4.62M +85,582 New
LFS
21
Lutz Financial Services
Nebraska
$4.23M -$364K -6,746 -8%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$3.66M +$1.96M +36,337 +114%
Ameriprise
23
Ameriprise
Minnesota
$3.44M +$82.9K +1,536 +2%
DADC
24
D.A. Davidson & Co
Montana
$3.4M +$348K +6,442 +11%
IWM
25
IHT Wealth Management
Illinois
$3.4M -$2.67M -49,488 -44%