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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
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Overview Fund Activity

85 hedge funds and large institutions have $166M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
20
Increased
24
Reduced
29
Closed
9
Calls
$4.15M
Puts
$5.54M
Net Calls
-$1.4M
Net Calls Change
+$2.02M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$10M
2
SAM
2
Simplify Asset Management
Nevada
$4.31M
3
Jane Street
3
Jane Street
New York
$8.02M
4
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$3.29M
5
FTUS
5
Flow Traders U.S.
New York
$9.37M

Top Sellers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$0
2
Bank of America
2
Bank of America
North Carolina
$3.62M
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
HPM
4
Hudson Portfolio Management
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$626K
Name Market Value Shares Shares
Change 		Shares
Change %
IF
26
IRON Financial
Illinois
$1.8M 34,199 -644 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.46M 27,847 -7,697 -22%
Creative Planning
28
Creative Planning
Kansas
$1.38M 26,290 +26,290 New
IAIM
29
International Assets Investment Management
Florida
$1.03M 19,749 -1,726 -8%
CBC
30
Coombe, Bender & Co
New York
$885K 16,831 +99 +0.6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$881K 16,764 -2,349 -12%
AWM
32
Avaii Wealth Management
Wisconsin
$679K 12,927 -3,752 -22%
PAG
33
Private Advisor Group
New Jersey
$677K 12,876 +949 +8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$647K 12,303 -4,852 -28%
KAS
35
Kestra Advisory Services
Texas
$637K 12,119 -322 -3%
Citadel Advisors
36
Citadel Advisors
Florida
$626K 11,916 -32,478 -73%
Osaic Holdings
37
Osaic Holdings
Arizona
$575K 10,948 -1,036 -9%
First Manhattan
38
First Manhattan
New York
$538K 10,245 – –
HT
39
Heritage Trust
Oklahoma
$490K 9,315 – –
MA
40
Mutual Advisors
Nebraska
$479K 9,107 +2,032 +29%
MA
41
MAS Advisors
Florida
$476K 9,066 +1,532 +20%
Goldman Sachs
42
Goldman Sachs
New York
$445K 8,468 +8,468 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$437K 8,319 -12 -0.1%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$424K 8,073 -1,557 -16%
GLR
45
Great Lakes Retirement
Ohio
$393K 7,480 +7,480 New
HI
46
Harbour Investments
Wisconsin
$372K 7,081 -366 -5%
Lido Advisors
47
Lido Advisors
California
$346K 6,580 -410 -6%
BOSSRA
48
B.O.S.S. Retirement Advisors
Utah
$332K 6,314 +6,314 New
PA
49
Parallel Advisors
California
$276K 5,256 +5,091 +3,085%
FFN
50
Focus Financial Network
Minnesota
$256K 4,871 +12 +0.2%
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