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

81 hedge funds and large institutions have $188M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 19 closing their positions.

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
1.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
25
Reduced
29
Closed
19
Calls
$1.14M
Puts
$3.93M
Net Calls
-$2.79M
Net Calls Change
-$3.06M

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$16.3M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$15.6M
3
CTC
3
Central Trust Company
Missouri
$12.7M
4
YWM
4
Yoder Wealth Management
California
$8.41M
5
Bank of America
5
Bank of America
North Carolina
$8.55M

Top Sellers

1
Jane Street
1
Jane Street
New York
$670K
2
EW
2
Evoke Wealth
California
$3.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
BOC
5
Bull Oak Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$264K 4,282 +4,282 New
Vanguard Group
52
Vanguard Group
Pennsylvania
$258K 4,190 +4,190 New
CFGS
53
Concourse Financial Group Securities
Alabama
$253K 4,100 – –
IA
54
IFG Advisory
Georgia
$241K 3,904 +3,904 New
CFD
55
Creative Financial Designs
Indiana
$230K 3,729 -2,425 -39%
AAM
56
Advisors Asset Management
Colorado
$228K 3,694 -1,015 -22%
BWL
57
Bogart Wealth LLC
Virginia
$216K 3,509 +18 +0.5%
MWM
58
Modera Wealth Management
New Jersey
$206K 3,345 +3,345 New
ACA
59
Atlas Capital Advisors
Wyoming
$185K 3,000 – –
C
60
Covestor
United Kingdom
$147K 2,379 -2,878 -55%
Bessemer Group
61
Bessemer Group
New Jersey
$128K 2,070 – –
AIP
62
Ahrens Investment Partners
Louisiana
$123K 2,000 +2,000 New
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$107K 1,730 +1,715 +11,433%
Citigroup
64
Citigroup
New York
$101K 1,644 -314 -16%
ASN
65
Advisory Services Network
Georgia
$82K 1,330 +2 +0.2%
CIA
66
Cape Investment Advisory
Georgia
$18.5K 300 +300 New
PA
67
Parallel Advisors
California
$13.5K 218 +56 +35%
IA
68
IFP Advisors
Florida
$12.9K 195 +1 +0.5%
BAM
69
Belpointe Asset Management
Nevada
$11K 179 -1,332 -88%
FGAM
70
Financial Gravity Asset Management
Texas
$11K 62 +62 New
WWM
71
Wolff Wiese Magana
California
$10.5K 170 – –
FCA
72
Fortis Capital Advisors
Kansas
$9.87K 160 -1,330 -89%
SPIA
73
Steward Partners Investment Advisory
New York
$5.22K 85 -344 -80%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$5K 76 -5,500 -99%
ST
75
Smithfield Trust
Pennsylvania
$5K 73 – –
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3
4 5