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

125 hedge funds and large institutions have $459M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
34
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$127M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$11M
3
BFG
3
Bleakley Financial Group
New Jersey
$21.9M
4
SS
4
Simplicity Solutions
Minnesota
$21.9M
5
KAS
5
Kestra Advisory Services
Texas
$3.46M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.93M
2
AAS
2
Ameritas Advisory Services
Nebraska
$27.4M
3
Bank of America
3
Bank of America
North Carolina
$47.7M
4
Ameriprise
4
Ameriprise
Minnesota
$14.7M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$3.07M 60,028 -2,783 -4%
Stifel Financial
27
Stifel Financial
Missouri
$3.03M 59,150 -4,568 -7%
Truist Financial
28
Truist Financial
North Carolina
$2.96M 57,800 -4,830 -8%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$2.86M 55,908 -11,469 -17%
ICG
30
InterOcean Capital Group
Tennessee
$2.31M 45,090 -6,795 -13%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.25M 43,988 -58,061 -57%
BSW
32
Buckingham Strategic Wealth
Missouri
$2M 39,160 +4,105 +12%
RVPG
33
Relative Value Partners Group
$1.87M 36,621 -1,000 -3%
HPM
34
Hudson Portfolio Management
New York
$1.86M 36,313 -2,350 -6%
AIA
35
Arbor Investment Advisors
North Carolina
$1.81M 35,463 +12,812 +57%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.8M 35,257 +929 +3%
SPC
37
Sigma Planning Corp
Michigan
$1.69M 32,970 -42,933 -57%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$1.5M 29,401 -2,165 -7%
Citadel Advisors
39
Citadel Advisors
Florida
$1.42M 27,750 -19,319 -41%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.4M 27,306 -1,180 -4%
SFS
41
Sowell Financial Services
Arkansas
$1.3M 25,416 -5,230 -17%
EP
42
Essential Planning
New Hampshire
$1.28M 25,046 +5,199 +26%
GIA
43
Gladstone Institutional Advisory
Florida
$1.27M 24,864 +479 +2%
Goldman Sachs
44
Goldman Sachs
New York
$1.22M 23,878 +11,819 +98%
LWA
45
Lantern Wealth Advisors
New York
$1.14M 22,310 +22,310 New
HA
46
Herold Advisors
New York
$1.14M 22,310 +22,310 New
AF
47
Allworth Financial
California
$1.06M 20,759 -1,425 -6%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$982K 19,192 -1,386 -7%
FT
49
Fiduciary Trust
Massachusetts
$947K 18,523 +600 +3%
SWA
50
Stratos Wealth Advisors
Ohio
$915K 17,893 +1,947 +12%
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