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

147 hedge funds and large institutions have $601M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
22
Increased
47
Reduced
53
Closed
18
Calls
$5.35M
Puts
–
Net Calls
+$5.35M
Net Calls Change
+$327K

Top Buyers

1
SS
1
Simplicity Solutions
Minnesota
$17.7M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$12.2M
3
BPA
3
Beacon Pointe Advisors
California
$8.04M
4
AAS
4
Ameritas Advisory Services
Nebraska
$38.9M
5
Ameriprise
5
Ameriprise
Minnesota
$38.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$89.2M
2
Wells Fargo
2
Wells Fargo
California
$29.5M
3
MAP
3
Milestone Advisory Partners
North Carolina
$461K
4
TF
4
TIAA FSB
Florida
$10.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
PFG Advisors
Arizona
$1.35M 26,386 -20,914 -44%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.3M 25,516 +4,319 +20%
RC
53
Roundview Capital
New Jersey
$1.18M 23,036 -6,875 -23%
GIA
54
Gladstone Institutional Advisory
Florida
$1.13M 22,172 +575 +3%
AIA
55
Arbor Investment Advisors
North Carolina
$1.12M 21,990 -4,994 -19%
FPAS
56
Focus Partners Advisor Solutions
Missouri
$1.06M 20,678 -19,188 -48%
WI
57
WBI Investments
New Jersey
$1.03M 20,234 +20,234 New
NFSG
58
Newbridge Financial Services Group
Florida
$1.03M 20,217 -11,970 -37%
FT
59
Fiduciary Trust
Massachusetts
$1.03M 20,128 – –
PGFC
60
Peapack-Gladstone Financial Corp
New Jersey
$1.02M 20,261 +1,193 +6%
EP
61
Essential Planning
New Hampshire
$925K 18,120 +18,120 New
CW
62
CreativeOne Wealth
Kansas
$877K 17,180 -1,410 -8%
GAM
63
Gould Asset Management
California
$866K 16,975 +485 +3%
CF
64
Centaurus Financial
California
$861K 16,873 -30,177 -64%
BAM
65
Belpointe Asset Management
Nevada
$842K 16,490 -3,233 -16%
FCA
66
Fortis Capital Advisors
Kansas
$842K 16,490 -3,233 -16%
AA
67
Alesco Advisors
New York
$840K 16,460 – –
DWM
68
Destination Wealth Management
California
$757K 14,841 +2,588 +21%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$705K 13,816 +200 +1%
TPCW
70
TD Private Client Wealth
New York
$704K 13,800 -3,000 -18%
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
$704K 13,784 -36 -0.3%
MC
72
Moors & Cabot
Massachusetts
$664K 13,015 +3 +0%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$609K 11,923 +2,505 +27%
PAG
74
Private Advisor Group
New Jersey
$600K 11,750 -666 -5%
CMP
75
Courage Miller Partners
Virginia
$592K 11,606 – –
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