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

148 hedge funds and large institutions have $981M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
148
Holders Change
+15
Holders Change %
+11.28%
% of All Funds
2.34%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
28
Increased
48
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$107M
2
PFA
2
Pure Financial Advisors
California
$32.3M
3
SW
3
Signify Wealth
Missouri
$20.1M
4
Wells Fargo
4
Wells Fargo
California
$60.1M
5
OCM
5
One Capital Management
California
$14.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$121M
2
GA
2
Gateway Advisory
New Jersey
$0
3
UBS Group
3
UBS Group
Switzerland
$36.2M
4
Truist Financial
4
Truist Financial
North Carolina
$14.7M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
51
Alesco Advisors
New York
$2.15M 39,370 – –
PCWA
52
Pacific Capital Wealth Advisors
California
$2.04M 37,390 – –
Citadel Advisors
53
Citadel Advisors
Florida
$1.79M 32,857 +21,257 +183%
BWA
54
Beam Wealth Advisors
Louisiana
$1.76M 32,264 +1,892 +6%
SPIA
55
Steward Partners Investment Advisory
New York
$1.67M 30,630 -4,585 -13%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$1.61M 29,626 -1,206 -4%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$1.46M 26,849 +1 +0%
QA
58
Quantitative Advantage
Minnesota
$1.28M 23,541 +1,012 +4%
GIA
59
Gladstone Institutional Advisory
Florida
$1.23M 22,626 +2,815 +14%
FAIM
60
Financial Advocates Investment Management
Washington
$1.21M 22,180 -1,327 -6%
RFC
61
Regions Financial Corp
Alabama
$1.14M 20,846 -18,197 -47%
SFM
62
Signet Financial Management
New Jersey
$1.1M 20,135 -211 -1%
FS
63
Ferguson Shapiro
Georgia
$1.06M 19,532 +19,532 New
FT
64
Fiduciary Trust
Massachusetts
$1.05M 19,254 – –
MML Investors Services
65
MML Investors Services
Massachusetts
$1.03M 18,940 +1,402 +8%
AI
66
Atria Investments
North Carolina
$1.02M 18,654 +18,654 New
PPW
67
Pasadena Private Wealth
California
$986K 18,094 +18,094 New
AIA
68
Arbor Investment Advisors
North Carolina
$948K 17,398 +1,015 +6%
TPCW
69
TD Private Client Wealth
New York
$830K 15,243 +224 +1%
CW
70
CreativeOne Wealth
Kansas
$825K 15,149 +5,954 +65%
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
$754K 13,837 -1,468 -10%
RCAG
72
Rehmann Capital Advisory Group
Michigan
$675K 14,529 +2,141 +17%
RCI
73
RS Crum Inc
California
$656K 12,035 +12,035 New
CMP
74
Courage Miller Partners
Virginia
$639K 11,732 -100 -0.8%
DWM
75
Destination Wealth Management
California
$603K 11,061 -972 -8%
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