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

74 hedge funds and large institutions have $181M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
74
Holders Change
-7
Holders Change %
-8.64%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
9
Increased
27
Reduced
25
Closed
15
Calls
$4.35M
Puts
$7.77M
Net Calls
-$3.42M
Net Calls Change
-$631K

Top Buyers

1
CTC
1
Central Trust Company
Missouri
$24.9M
2
FTUS
2
Flow Traders U.S.
New York
$7.02M
3
Jane Street
3
Jane Street
New York
$5.09M
4
Bank of America
4
Bank of America
North Carolina
$12.1M
5
FA
5
Fermata Advisors
California
$7.22M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
Betterment LLC
2
Betterment LLC
New York
$0
3
Creative Planning
3
Creative Planning
Kansas
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Wells Fargo
5
Wells Fargo
California
$4.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
51
Vanguard Group
Pennsylvania
$252K 4,190 – –
CFGS
52
Concourse Financial Group Securities
Alabama
$240K 4,000 -100 -2%
CFD
53
Creative Financial Designs
Indiana
$214K 3,564 -165 -4%
BWL
54
Bogart Wealth LLC
Virginia
$213K 3,555 +46 +1%
ACA
55
Atlas Capital Advisors
Wyoming
$180K 3,000 – –
PO
56
Private Ocean
California
$151K 2,507 +2,507 New
C
57
Covestor
United Kingdom
$143K 2,379 – –
AAM
58
Advisors Asset Management
Colorado
$141K 2,350 -1,344 -36%
Bessemer Group
59
Bessemer Group
New Jersey
$124K 2,070 – –
Citigroup
60
Citigroup
New York
$98.7K 1,644 – –
GRP
61
Global Retirement Partners
California
$91.4K 1,523 -12,800 -89%
TIM
62
Tortoise Investment Management
New York
$60K 1,000 +1,000 New
CIA
63
Cape Investment Advisory
Georgia
$18K 300 – –
TWC
64
TD Waterhouse Canada
Ontario, Canada
$12.9K 217 +217 New
IA
65
IFP Advisors
Florida
$11.9K 197 +2 +1%
WWM
66
Wolff Wiese Magana
California
$10.2K 170 – –
PA
67
Parallel Advisors
California
$9.91K 165 -53 -24%
BBHC
68
Brown Brothers Harriman & Co
New York
$7.81K 130 +130 New
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$5.71K 62 +62 New
SPIA
70
Steward Partners Investment Advisory
New York
$5.15K 86 +1 +1%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$4.56K 76 – –
ST
72
Smithfield Trust
Pennsylvania
$4K 73 – –
AssetMark Inc
73
AssetMark Inc
California
$1.38K 23 – –
TFA
74
Transamerica Financial Advisors
Florida
$1K 1 – –
FFA
75
Farther Finance Advisors
California
– – – –
1 2
3
4