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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 $155M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
25
Reduced
28
Closed
15
Calls
$274K
Puts
–
Net Calls
+$274K
Net Calls Change
+$336K

Top Buyers

1
EW
1
Evoke Wealth
California
$11.9M
2
Jane Street
2
Jane Street
New York
$9.44M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.57M
4
AWM
4
Avior Wealth Management
Nebraska
$5.26M
5
FTUS
5
Flow Traders U.S.
New York
$5.72M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$0
2
AWM
2
AE Wealth Management
Kansas
$0
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$0
4
GAG
4
Goodman Advisory Group
Massachusetts
$0
5
UBS Group
5
UBS Group
Switzerland
$6.13M
Name Market Value Shares Shares
Change 		Shares
Change %
MCC
51
Money Concepts Capital
Florida
$327K 5,617 +5,617 New
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$325K 5,576 – –
C
53
Covestor
United Kingdom
$306K 5,257 +2,168 +70%
LFA
54
LifeGuide Financial Advisors
Pennsylvania
$302K 5,184 +5,184 New
MSFS
55
Main Street Financial Solutions
Pennsylvania
$295K 5,060 -15,818 -76%
AC
56
Addison Capital
Pennsylvania
$294K 5,046 -58 -1%
DTL
57
Dynamic Technology Lab
Singapore
$281K 4,817 +4,817 New
AAM
58
Advisors Asset Management
Colorado
$274K 4,709 -921 -16%
Creative Planning
59
Creative Planning
Kansas
$271K 4,660 -245 -5%
CFGS
60
Concourse Financial Group Securities
Alabama
$240K 4,100 +4,000 +4,000%
Renaissance Technologies
61
Renaissance Technologies
New York
$204K 3,500 -2,900 -45%
BWL
62
Bogart Wealth LLC
Virginia
$203K 3,491 +7 +0.2%
ACA
63
Atlas Capital Advisors
Wyoming
$175K 3,000 – –
Bessemer Group
64
Bessemer Group
New Jersey
$121K 2,070 – –
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$116K 1,996 +1,996 New
Citigroup
66
Citigroup
New York
$114K 1,958 – –
BAM
67
Belpointe Asset Management
Nevada
$88K 1,511 +1,511 New
FCA
68
Fortis Capital Advisors
Kansas
$86.8K 1,490 +1,490 New
ASN
69
Advisory Services Network
Georgia
$77.4K 1,328 +1,328 New
Simplex Trading
70
Simplex Trading
Illinois
$46K 790 +790 New
CIAS
71
Capital Investment Advisory Services
North Carolina
$26K 446 – –
SPIA
72
Steward Partners Investment Advisory
New York
$25K 429 – –
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$24K 422 -289 -41%
HWMA
74
Heritage Wealth Management (Arizona)
Arizona
$20.6K 354 +177 +100%
IA
75
IFP Advisors
Florida
$13K 194 +1 +0.5%
1 2
3
4 5