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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AC
51
Addison Capital
Pennsylvania
$251K +$7.61K +145 +3%
IA
52
IFG Advisory
Georgia
$240K +$240K +4,574 New
PFS
53
Prospera Financial Services
Texas
$235K -$252K -4,794 -52%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$219K -$32.5K -619 -13%
WS
55
Wedbush Securities
California
$210K -$105K -2,000 -33%
BWL
56
Bogart Wealth LLC
Virginia
$189K +$2.42K +46 +1%
CFD
57
Creative Financial Designs
Indiana
$164K -$23.5K -448 -13%
CFGS
58
Concourse Financial Group Securities
Alabama
$131K -$78.8K -1,500 -38%
AWA
59
Authentikos Wealth Advisory
California
$126K +$126K +2,403 New
C
60
Covestor
United Kingdom
$125K – – –
Bessemer Group
61
Bessemer Group
New Jersey
$109K – – –
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$104K +$100K +1,908 +3,077%
ACGDR
63
Atmos Capital Gestao de Recursos
Brazil
$59.4K +$59.4K +1,130 New
BOC
64
Bull Oak Capital
California
$56K +$56K +1,066 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$54.8K +$50.8K +967 +1,272%
TIM
66
Tortoise Investment Management
New York
$52.6K – – –
AAM
67
Advisors Asset Management
Colorado
$52.1K -$71.4K -1,359 -58%
Comerica Bank
68
Comerica Bank
Texas
$28.4K +$28.4K +541 New
KFI
69
Key Financial Inc
Pennsylvania
$24K +$24K +456 New
CIA
70
Cape Investment Advisory
Georgia
$15.8K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$15.8K +$15.8K +300 New
TWC
72
TD Waterhouse Canada
Ontario, Canada
$11.2K – – –
BAAM
73
Baker Avenue Asset Management
California
$11K +$11K +210 New
IA
74
IFP Advisors
Florida
$10.5K +$158 +3 +2%
FGAM
75
Financial Gravity Asset Management
Texas
$9.02K +$9.02K +179 New
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