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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 %
CTC
1
Central Trust Company
Missouri
$24.9M 414,847 +209,293 +102%
AIP
2
Almanack Investment Partners
Pennsylvania
$15.3M 254,463 +1,879 +0.7%
Bank of America
3
Bank of America
North Carolina
$12.1M 201,170 +62,529 +45%
FA
4
Forefront Analytics
Pennsylvania
$10.3M 171,251 -10,831 -6%
MML Investors Services
5
MML Investors Services
Massachusetts
$8.38M 139,640 -2,280 -2%
YWM
6
Yoder Wealth Management
California
$8.29M 138,138 +1,864 +1%
Morgan Stanley
7
Morgan Stanley
New York
$8.02M 133,537 -23,309 -15%
FA
8
Fermata Advisors
California
$7.22M 120,212 +57,695 +92%
FTUS
9
Flow Traders U.S.
New York
$7.02M 116,868 +116,868 New
TCCM
10
Timber Creek Capital Management
Massachusetts
$6.34M 105,664 +3,506 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.29M 88,169 -1,252 -1%
Jane Street
12
Jane Street
New York
$5.09M 84,851 +73,988 +681%
Wells Fargo
13
Wells Fargo
California
$4.84M 80,688 -34,823 -30%
IWC
14
Integrated Wealth Concepts
Massachusetts
$4.65M 77,521 +9,924 +15%
RJA
15
Raymond James & Associates
Florida
$4.18M 69,576 +521 +0.8%
AWM
16
Avior Wealth Management
Nebraska
$4.1M 68,318 -13,306 -16%
UBS Group
17
UBS Group
Switzerland
$3.83M 63,731 -9,503 -13%
LPL Financial
18
LPL Financial
California
$3.6M 59,941 -14,729 -20%
EW
19
Evoke Wealth
California
$3.46M 57,625 +806 +1%
ARIS
20
Advanced Research Investment Solutions
California
$3.37M 56,157 +1,901 +4%
Citadel Advisors
21
Citadel Advisors
Florida
$2.67M 44,394 +4,000 +10%
Stifel Financial
22
Stifel Financial
Missouri
$2.37M 39,454 +1,674 +4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.13M 35,544 -8,328 -19%
IF
24
IRON Financial
Illinois
$2.09M 34,843 +1,350 +4%
HPM
25
Hudson Portfolio Management
New York
$1.94M 38,643 -50 -0.1%
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