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

148 hedge funds and large institutions have $981M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 12 closing their positions.

Holders
148
Holders Change
+15
Holders Change %
+11.28%
% of All Funds
2.34%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
28
Increased
48
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$107M
2
PFA
2
Pure Financial Advisors
California
$32.3M
3
SW
3
Signify Wealth
Missouri
$20.1M
4
Wells Fargo
4
Wells Fargo
California
$60.1M
5
OCM
5
One Capital Management
California
$14.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$121M
2
GA
2
Gateway Advisory
New Jersey
$0
3
UBS Group
3
UBS Group
Switzerland
$36.2M
4
Truist Financial
4
Truist Financial
North Carolina
$14.7M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$17.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MHS
76
M Holdings Securities
Oregon
$595K 10,920 +10,920 New
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$589K 10,822 +10,003 +1,221%
OCM
78
Orser Capital Management
Texas
$579K 10,620 – –
ASN
79
Advisory Services Network
Georgia
$529K 9,704 +9,704 New
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$517K 9,487 +3,283 +53%
DCM
81
Dimension Capital Management
Florida
$512K 9,398 – –
T
82
TCWP
Ohio
$512K 9,414 +9,414 New
SF
83
Synovus Financial
Georgia
$504K 9,241 +9,241 New
OWM
84
OneAscent Wealth Management
Alabama
$497K 9,124 +9,124 New
OPS
85
Orion Portfolio Solutions
Nebraska
$426K 7,814 -5,376 -41%
EAM
86
Evanson Asset Management
California
$392K 7,199 +8 +0.1%
CAG
87
Csenge Advisory Group
Florida
$384K 7,056 +7,056 New
SI
88
Saxon Interests
Texas
$344K 6,318 – –
MA
89
Mutual Advisors
Nebraska
$335K 6,148 +6,148 New
DT
90
Diversified Trust
Tennessee
$327K 6,000 +6,000 New
HighTower Advisors
91
HighTower Advisors
Illinois
$313K 5,717 -7,114 -55%
HF
92
Halpern Financial
Virginia
$295K 5,419 +5,419 New
BP
93
Ballentine Partners
Massachusetts
$290K 5,324 -909 -15%
AP
94
Atwood & Palmer
Missouri
$289K 5,300 – –
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$277K 5,079 +5,079 New
BOS
96
Bank of Stockton
California
$272K 5,000 – –
LWA
97
LWS Wealth Advisors
New Jersey
$271K 4,967 -167 -3%
EM
98
Excalibur Management
Massachusetts
$271K 4,970 -50 -1%
TCWM
99
Total Clarity Wealth Management
Illinois
$267K 4,906 -200 -4%
CM
100
Columbus Macro
Pennsylvania
$262K 4,816 – –
2 3
4
5 6