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

133 hedge funds and large institutions have $876M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
57
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$165M
2
AWS
2
AJ Wealth Strategies
New York
$43.1M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$41M
4
Bank of America
4
Bank of America
North Carolina
$70.3M
5
UBS Group
5
UBS Group
Switzerland
$44.2M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
HHRDM
2
H&H Retirement Design & Management
Nevada
$721K
3
PAG
3
Private Advisor Group
New Jersey
$9.7M
4
Jane Street
4
Jane Street
New York
$2.71M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SB
76
Strategic Blueprint
Georgia
$356K 6,453 -140 -2%
SI
77
Saxon Interests
Texas
$347K 6,318 +6,318 New
BP
78
Ballentine Partners
Massachusetts
$344K 6,233 – –
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$342K 6,204 -140 -2%
OWA
80
One Wealth Advisors
California
$310K 5,620 +5,620 New
IHL
81
Investment House LLC
California
$294K 5,328 +5,328 New
AP
82
Atwood & Palmer
Missouri
$292K 5,300 – –
LWA
83
LWS Wealth Advisors
New Jersey
$283K 5,134 +10 +0.2%
TCWM
84
Total Clarity Wealth Management
Illinois
$282K 5,106 +400 +8%
OCM
85
One Capital Management
California
$278K 5,045 +5,045 New
EM
86
Excalibur Management
Massachusetts
$277K 5,020 -50 -1%
BOS
87
Bank of Stockton
California
$276K 5,000 – –
CM
88
Columbus Macro
Pennsylvania
$266K 4,816 – –
TCA
89
Transcend Capital Advisors
New Jersey
$260K 4,705 -47 -1%
GAM
90
Gould Asset Management
California
$252K 4,570 -45 -1%
MIS
91
Morningstar Investment Services
Illinois
$247K 4,475 +52 +1%
SWA
92
Stratos Wealth Advisors
Ohio
$231K 4,179 +4,179 New
CIAS
93
CFS Investment Advisory Services
New Jersey
$224K 4,091 +4,091 New
BFO
94
Boston Family Office
Massachusetts
$216K 3,915 – –
PCP
95
Proficio Capital Partners
Massachusetts
$214K 3,870 -163 -4%
MCG
96
McCollum Christoferson Group
New York
$204K 3,690 – –
OMC
97
Old Mission Capital
Illinois
$202K 3,666 -37,217 -91%
EVM
98
Eaton Vance Management
Massachusetts
$193K 3,500 – –
SWM
99
Spire Wealth Management
Virginia
$179K 3,252 +1,557 +92%
NFSG
100
Newbridge Financial Services Group
Florida
$154K 2,785 +2,785 New
2 3
4
5 6