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PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
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146 hedge funds and large institutions have $710M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,524% more call options, than puts

Call options by funds: $5.22M | Put options by funds: $199K

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

3.15% less ownership

Funds ownership: 66.27% → 63.12% (-3.1%)

3% less funds holding

Funds holding: 151 → 146 (-5)

17% less capital invested

Capital invested by funds: $851M → $710M (-$140M)

24% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 54

Holders
146
Holders Change
-5
Holders Change %
-3.31%
% of All Funds
2.35%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
26
Increased
41
Reduced
54
Closed
28
Calls
$5.22M
Puts
$199K
Net Calls
+$5.02M
Net Calls Change
-$601K

Top Buyers

1
ACG
Allen Capital Group
Nebraska
+$6.23M
2
SFS
Sowell Financial Services
Arkansas
+$5.67M
3
AWS
AJ Wealth Strategies
New York
+$4.75M
4
AAS
Ameritas Advisory Services
Nebraska
+$4.04M
5
KLI
Kelman-Lazarov Inc
Tennessee
+$3.95M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$44.9M
2
KOC
Koss-Olinger Consulting
Florida
-$39.6M
3
PFA
Pure Financial Advisors
California
-$25.3M
4
Morgan Stanley
Morgan Stanley
New York
-$18.5M
5
OCM
One Capital Management
California
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
26
Brinker Capital Investments
Pennsylvania
$6.17M +$436K +8,726 +8%
SPIA
27
Steward Partners Investment Advisory
New York
$5.58M +$336K +6,738 +6%
ES
28
Eagle Strategies
New York
$4.85M +$696K +13,938 +17%
UBS Group
29
UBS Group
Switzerland
$4.66M +$1.61M +32,299 +53%
LFS
30
Lutz Financial Services
Nebraska
$4.5M +$2.97M +59,446 +192%
SPC
31
Sigma Planning Corp
Michigan
$3.99M -$562K -11,262 -12%
RJA
32
Raymond James & Associates
Florida
$3.97M -$2.47M -49,530 -38%
KLI
33
Kelman-Lazarov Inc
Tennessee
$3.94M +$3.95M +79,053 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.43M -$335K -6,702 -9%
Citadel Advisors
35
Citadel Advisors
Florida
$3.27M +$1.86M +37,177 +131%
MA
36
Mutual Advisors
Nebraska
$2.84M -$376K -7,525 -12%
SW
37
SVB Wealth
Massachusetts
$2.59M +$224K +4,494 +9%
PA
38
PFG Advisors
Arizona
$2.36M -$304K -6,081 -11%
CF
39
Centaurus Financial
California
$2.35M -$2.45M -49,052 -51%
Goldman Sachs
40
Goldman Sachs
New York
$2.28M -$4.28M -85,671 -65%
SPL
41
Smart Portfolios LLC
Washington
$2.17M +$2.17M +43,545 New
AWS
42
Atria Wealth Solutions
New York
$2.17M -$58.1K -1,164 -3%
QA
43
Quantitative Advantage
Minnesota
$2.11M -$12.3K -246 -0.6%
BSW
44
Buckingham Strategic Wealth
Missouri
$2.05M +$1.14M +22,815 +125%
AF
45
Allworth Financial
California
$1.99M -$192K -3,855 -9%
FPAS
46
Focus Partners Advisor Solutions
Missouri
$1.99M +$1.55M +31,152 +357%
RVPG
47
Relative Value Partners Group
$1.97M +$344K +6,891 +21%
PA
48
Parkside Advisors
California
$1.96M -$214K -4,278 -10%
MA
49
MAS Advisors
Florida
$1.93M -$204K -4,086 -10%
MFG
50
Merit Financial Group
Georgia
$1.87M -$1.03M -20,636 -36%
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