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PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
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Overview Fund Activity

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.

Holders
146
Holders Change
-5
Holders Change %
-3.31%
% of All Funds
2.36%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
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
1
Allen Capital Group
Nebraska
$6.23M
2
SFS
2
Sowell Financial Services
Arkansas
$11M
3
AWS
3
AJ Wealth Strategies
New York
$7.35M
4
AAS
4
Ameritas Advisory Services
Nebraska
$32.7M
5
KLI
5
Kelman-Lazarov Inc
Tennessee
$3.94M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$136M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
PFA
3
Pure Financial Advisors
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$89.5M
5
OCM
5
One Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$6.17M 123,789 +8,726 +8%
SPIA
27
Steward Partners Investment Advisory
New York
$5.58M 111,863 +6,738 +6%
ES
28
Eagle Strategies
New York
$4.85M 97,351 +13,938 +17%
UBS Group
29
UBS Group
Switzerland
$4.66M 93,477 +32,299 +53%
LFS
30
Lutz Financial Services
Nebraska
$4.5M 90,334 +59,446 +192%
SPC
31
Sigma Planning Corp
Michigan
$3.99M 79,953 -11,262 -12%
RJA
32
Raymond James & Associates
Florida
$3.97M 79,637 -49,530 -38%
KLI
33
Kelman-Lazarov Inc
Tennessee
$3.94M 79,053 +79,053 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.43M 68,793 -6,702 -9%
Citadel Advisors
35
Citadel Advisors
Florida
$3.27M 65,561 +37,177 +131%
MA
36
Mutual Advisors
Nebraska
$2.84M 57,021 -7,525 -12%
SW
37
SVB Wealth
Massachusetts
$2.59M 51,944 +4,494 +9%
PA
38
PFG Advisors
Arizona
$2.36M 47,300 -6,081 -11%
CF
39
Centaurus Financial
California
$2.35M 47,050 -49,052 -51%
Goldman Sachs
40
Goldman Sachs
New York
$2.28M 45,634 -85,671 -65%
SPL
41
Smart Portfolios LLC
Washington
$2.17M 43,545 +43,545 New
AWS
42
Atria Wealth Solutions
New York
$2.17M 43,446 -1,164 -3%
QA
43
Quantitative Advantage
Minnesota
$2.11M 42,369 -246 -0.6%
BSW
44
Buckingham Strategic Wealth
Missouri
$2.05M 41,060 +22,815 +125%
AF
45
Allworth Financial
California
$1.99M 39,955 -3,855 -9%
FPAS
46
Focus Partners Advisor Solutions
Missouri
$1.99M 39,866 +31,152 +357%
RVPG
47
Relative Value Partners Group
$1.97M 39,491 +6,891 +21%
PA
48
Parkside Advisors
California
$1.96M 39,263 -4,278 -10%
MA
49
MAS Advisors
Florida
$1.93M 38,785 -4,086 -10%
MFG
50
Merit Financial Group
Georgia
$1.87M 37,483 -20,636 -36%
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