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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 %
Barclays
1
Barclays
United Kingdom
$11.9M 211,800 -5,009 -2%
FA
2
Forefront Analytics
Pennsylvania
$11.5M 205,507 +2,307 +1%
UBS Group
3
UBS Group
Switzerland
$9.15M 163,134 +30,610 +23%
MML Investors Services
4
MML Investors Services
Massachusetts
$8.17M 145,596 -9,333 -6%
Morgan Stanley
5
Morgan Stanley
New York
$7.51M 133,840 -3,767 -3%
AWM
6
AE Wealth Management
Kansas
$6.88M 122,566 +111,736 +1,032%
Betterment LLC
7
Betterment LLC
New York
$6.61M 101,435 – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.03M 89,704 +28,326 +46%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$4.61M 82,108 -94,027 -53%
Bank of America
10
Bank of America
North Carolina
$4.36M 77,759 +11,655 +18%
LPL Financial
11
LPL Financial
California
$4.27M 76,136 +17,079 +29%
FA
12
Fermata Advisors
California
$3.99M 71,024 +37,562 +112%
Wells Fargo
13
Wells Fargo
California
$3.98M 70,894 +65,787 +1,288%
GAG
14
Goodman Advisory Group
Massachusetts
$3.93M 70,021 +10,747 +18%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.67M 47,630 -38,092 -44%
IWC
16
Integrated Wealth Concepts
Massachusetts
$2.49M 44,421 +5,409 +14%
TCCM
17
Timber Creek Capital Management
Massachusetts
$2.32M 41,415 +260 +0.6%
Citadel Advisors
18
Citadel Advisors
Florida
$2.27M 40,511 +25,978 +179%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.23M 39,672 +2,722 +7%
HPM
20
Hudson Portfolio Management
New York
$1.96M 39,607 -635 -2%
HT
21
Heritage Trust
Oklahoma
$1.83M 32,650 – –
IF
22
IRON Financial
Illinois
$1.69M 30,190 +158 +0.5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.54M 27,435 -7,601 -22%
IAIM
24
International Assets Investment Management
Florida
$1.53M 27,197 +285 +1%
W
25
Wealthsimple
Ontario, Canada
$1.51M 26,915 +759 +3%
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