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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CTC
1
Central Trust Company
Missouri
$24.1M 459,362 +44,515 +11%
AWM
2
AE Wealth Management
Kansas
$10M 190,589 +190,589 New
FTUS
3
Flow Traders U.S.
New York
$9.37M 178,344 +61,476 +53%
FA
4
Forefront Analytics
Pennsylvania
$8.63M 164,248 -7,003 -4%
MML Investors Services
5
MML Investors Services
Massachusetts
$8.03M 152,820 +13,180 +9%
Jane Street
6
Jane Street
New York
$8.02M 152,539 +67,688 +80%
YWM
7
Yoder Wealth Management
California
$6.89M 131,053 -7,085 -5%
FA
8
Fermata Advisors
California
$6.7M 127,490 +7,278 +6%
Morgan Stanley
9
Morgan Stanley
New York
$6.48M 123,371 -10,166 -8%
RJA
10
Raymond James & Associates
Florida
$5.86M 111,587 +42,011 +60%
TCCM
11
Timber Creek Capital Management
Massachusetts
$5.53M 105,328 -336 -0.3%
UBS Group
12
UBS Group
Switzerland
$4.39M 83,549 +19,818 +31%
SAM
13
Simplify Asset Management
Nevada
$4.31M 82,000 +82,000 New
Wells Fargo
14
Wells Fargo
California
$4.25M 80,794 +106 +0.1%
IWC
15
Integrated Wealth Concepts
Massachusetts
$4.15M 78,899 +1,378 +2%
BA
16
Bridge Advisory
California
$4.05M 77,144 +52,356 +211%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.98M 75,738 -12,431 -14%
Bank of America
18
Bank of America
North Carolina
$3.62M 68,920 -132,250 -66%
MAWAG
19
Mid-American Wealth Advisory Group
Missouri
$3.29M 64,539 +64,539 New
EW
20
Evoke Wealth
California
$3.03M 57,574 -51 -0.1%
ARIS
21
Advanced Research Investment Solutions
California
$3.01M 57,299 +1,142 +2%
LPL Financial
22
LPL Financial
California
$2.9M 55,207 -4,734 -8%
AWM
23
Avior Wealth Management
Nebraska
$2.4M 45,608 -22,710 -33%
GP
24
Greenline Partners
New York
$1.92M 36,627 +6,856 +23%
HCA
25
Heck Capital Advisors
Wisconsin
$1.86M 35,449 +35,449 New
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