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

124 hedge funds and large institutions have $647M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+14
Holders Change %
+12.73%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
21
Increased
42
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$15M
2
EF
2
Empowered Funds
Pennsylvania
$11.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$116M
4
UBS Group
4
UBS Group
Switzerland
$22M
5
AIC
5
Ameritas Investment Company
Nebraska
$7.19M

Top Sellers

1
Jane Street
1
Jane Street
New York
$6.71M
2
FS
2
Ferguson Shapiro
Georgia
$0
3
US Bancorp
3
US Bancorp
Minnesota
$76K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
76
Evanson Asset Management
California
$311K +$606 +11 +0.2%
BWM
77
Birchcreek Wealth Management
Ohio
$302K +$95.5K +1,742 +46%
AP
78
Atwood & Palmer
Missouri
$291K – – –
LWA
79
LWS Wealth Advisors
New Jersey
$281K -$12K -218 -4%
EM
80
Excalibur Management
Massachusetts
$278K +$16.5K +300 +6%
BOS
81
Bank of Stockton
California
$274K – – –
CM
82
Columbus Macro
Pennsylvania
$264K – – –
TCA
83
Transcend Capital Advisors
New Jersey
$263K +$263K +4,752 New
TCWM
84
Total Clarity Wealth Management
Illinois
$258K +$258K +4,706 New
GAM
85
Gould Asset Management
California
$253K -$9.32K -170 -4%
IA
86
IFP Advisors
Florida
$243K +$243K +4,423 New
MIS
87
Morningstar Investment Services
Illinois
$242K – – –
PCP
88
Proficio Capital Partners
Massachusetts
$221K – – –
BPA
89
Beacon Pointe Advisors
California
$219K +$219K +3,996 New
BFO
90
Boston Family Office
Massachusetts
$215K – – –
VCM
91
Vivaldi Capital Management
Illinois
$211K – – –
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$207K +3,770 New
MCG
93
McCollum Christoferson Group
New York
$202K – – –
EVM
94
Eaton Vance Management
Massachusetts
$192K – – –
PP
95
PrairieView Partners
Minnesota
$184K – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$144K – – –
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$142K – – –
DI
98
Disciplined Investments
Oklahoma
$136K – – –
SWM
99
Spire Wealth Management
Virginia
$93K +$50.5K +920 +119%
US Bancorp
100
US Bancorp
Minnesota
$76K -$2.69M -49,429 -97%
2 3
4
5 6