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

83 hedge funds and large institutions have $133M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
83
Holders Change
-1
Holders Change %
-1.19%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
27
Reduced
26
Closed
14
Calls
$241K
Puts
$303K
Net Calls
-$62K
Net Calls Change
-$127K

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$6.88M
2
Wells Fargo
2
Wells Fargo
California
$3.98M
3
FA
3
Fermata Advisors
California
$3.99M
4
UBS Group
4
UBS Group
Switzerland
$9.15M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.03M

Top Sellers

1
Jane Street
1
Jane Street
New York
$850K
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$4.61M
3
FOA
3
Five Oceans Advisors
California
$0
4
SCA
4
Spearhead Capital Advisors
Florida
$0
5
EW
5
Evoke Wealth
California
$95K
Name Market Value Shares Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$286K 5,100 – –
Creative Planning
52
Creative Planning
Kansas
$275K 4,905 -76 -2%
ARIS
53
Advanced Research Investment Solutions
California
$259K 4,625 -1,678 -27%
GRP
54
Global Retirement Partners
California
$247K 4,309 -191 -4%
BWL
55
Bogart Wealth LLC
Virginia
$195K 3,484 +3,484 New
C
56
Covestor
United Kingdom
$173K 3,089 – –
ACA
57
Atlas Capital Advisors
Wyoming
$168K 3,000 +3,000 New
HI
58
Hudock Inc
Pennsylvania
$161K 2,870 +68 +2%
TIM
59
Tortoise Investment Management
New York
$129K 2,300 +2,300 New
Bessemer Group
60
Bessemer Group
New Jersey
$116K 2,070 – –
Citigroup
61
Citigroup
New York
$110K 1,958 -9 -0.5%
EW
62
Evoke Wealth
California
$95K 1,690 -45,242 -96%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$39K 711 +711 New
CIAS
64
Capital Investment Advisory Services
North Carolina
$25K 446 – –
SPIA
65
Steward Partners Investment Advisory
New York
$24K 429 +2 +0.5%
BCMLT
66
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K 270 +270 New
IA
67
IFP Advisors
Florida
$13K 193 +5 +3%
FGAM
68
Financial Gravity Asset Management
Texas
$10K 280 -45 -14%
WWM
69
Wolff Wiese Magana
California
$10K 170 – –
HWMA
70
Heritage Wealth Management (Arizona)
Arizona
$10K 177 – –
GEA
71
Glen Eagle Advisors
New Jersey
$8.08K 144 +144 New
CFGS
72
Concourse Financial Group Securities
Alabama
$6K 100 – –
AssetMark Inc
73
AssetMark Inc
California
$4K 70 -23 -25%
ST
74
Smithfield Trust
Pennsylvania
$4K 73 +73 New
TC
75
Truvestments Capital
Florida
$3K 60 – –
1 2
3
4