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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 %
BWA
51
Burt Wealth Advisors
Maryland
$894K 17,475 +3,591 +26%
AA
52
Alesco Advisors
New York
$855K 16,711 +250 +2%
DWM
53
Destination Wealth Management
California
$836K 16,351 +179 +1%
PA
54
Parkside Advisors
California
$825K 16,128 -121 -0.7%
MA
55
MAS Advisors
Florida
$762K 14,897 -3,157 -17%
GAM
56
Gould Asset Management
California
$666K 13,030 +640 +5%
TPCW
57
TD Private Client Wealth
New York
$644K 12,582 -208 -2%
CIA
58
Concurrent Investment Advisors
Florida
$613K 11,989 +11,989 New
Comerica Bank
59
Comerica Bank
Texas
$598K 11,700 -2,797 -19%
VPP
60
Vertex Planning Partners
Illinois
$592K 11,565 -424 -4%
AGA
61
Arkos Global Advisors
Texas
$587K 11,479 -916 -7%
CTWM
62
Cherry Tree Wealth Management
Minnesota
$559K 10,925 +3,616 +49%
MI
63
Motiv8 Investments
Florida
$540K 10,560 +10,560 New
DWA
64
Delap Wealth Advisory
Oregon
$523K 10,216 +5,108 +100%
CMP
65
Courage Miller Partners
Virginia
$520K 10,168 – –
RCAG
66
Rehmann Capital Advisory Group
Michigan
$497K 9,722 – –
Renaissance Technologies
67
Renaissance Technologies
New York
$491K 9,600 +9,600 New
DCM
68
Dimension Capital Management
Florida
$481K 9,398 – –
TWP
69
Tyche Wealth Partners
Texas
$479K 9,363 +9,363 New
RIA
70
Regal Investment Advisors
Michigan
$458K 8,963 +866 +11%
WI
71
WBI Investments
New Jersey
$435K 8,496 -1,604 -16%
FAIM
72
Financial Advocates Investment Management
Washington
$419K 8,201 +405 +5%
SF
73
Synovus Financial
Georgia
$409K 8,000 – –
RJA
74
Raymond James & Associates
Florida
$406K 7,941 -2,308 -23%
Mercer Global Advisors
75
Mercer Global Advisors
Colorado
$390K 7,626 -792 -9%
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