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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 %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$1.78M 35,702 +540 +2%
BWA
52
Beam Wealth Advisors
Louisiana
$1.66M 33,261 +2,196 +7%
NFSG
53
Newbridge Financial Services Group
Florida
$1.61M 32,187 +13,301 +70%
RC
54
Roundview Capital
New Jersey
$1.49M 29,911 +29,911 New
GM
55
GeoWealth Management
Illinois
$1.43M 28,738 +26,712 +1,318%
AIA
56
Arbor Investment Advisors
North Carolina
$1.35M 26,984 +8,176 +43%
AI
57
Atria Investments
North Carolina
$1.28M 25,591 +5,075 +25%
KF
58
Krilogy Financial
Missouri
$1.24M 24,836 -31,506 -56%
Renaissance Technologies
59
Renaissance Technologies
New York
$1.22M 24,517 -34,983 -59%
GIA
60
Gladstone Institutional Advisory
Florida
$1.08M 21,597 +183 +0.9%
MML Investors Services
61
MML Investors Services
Massachusetts
$1.06M 21,197 +5,062 +31%
FT
62
Fiduciary Trust
Massachusetts
$1M 20,128 +1,075 +6%
BAM
63
Belpointe Asset Management
Nevada
$984K 19,723 +19,723 New
FCA
64
Fortis Capital Advisors
Kansas
$984K 19,723 +19,723 New
PGFC
65
Peapack-Gladstone Financial Corp
New Jersey
$951K 19,068 -3,664 -16%
CW
66
CreativeOne Wealth
Kansas
$928K 18,590 +1,508 +9%
PCWA
67
Pacific Capital Wealth Advisors
California
$867K 17,390 -20,000 -53%
TPCW
68
TD Private Client Wealth
New York
$838K 16,800 +381 +2%
GAM
69
Gould Asset Management
California
$822K 16,490 +16,490 New
AA
70
Alesco Advisors
New York
$821K 16,460 -18,800 -53%
FEM
71
Fulcrum Equity Management
Texas
$773K 15,496 -71 -0.5%
FLPIM
72
F.L. Putnam Investment Management
Massachusetts
$689K 13,820 -176 -1%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$679K 13,616 -121 -0.9%
CWM
74
Catalyst Wealth Management
Georgia
$674K 13,509 +13,509 New
MC
75
Moors & Cabot
Massachusetts
$649K 13,012 +230 +2%
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