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

149 hedge funds and large institutions have $1.01B invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 18 closing their positions.

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.52%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
19
Increased
46
Reduced
54
Closed
18
Calls
$560K
Puts
–
Net Calls
+$560K
Net Calls Change
+$560K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$194M
2
Jane Street
2
Jane Street
New York
$38.9M
3
Ameriprise
3
Ameriprise
Minnesota
$41.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$137M
5
MAP
5
Milestone Advisory Partners
North Carolina
$8.76M

Top Sellers

1
Members Trust
1
Members Trust
Florida
$19.6M
2
UBS Group
2
UBS Group
Switzerland
$10.8M
3
SW
3
Signify Wealth
Missouri
$246K
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$16.2M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$949K
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
76
Oak Asset Management
California
$613K 11,732 +11,732 New
DWM
77
Destination Wealth Management
California
$601K 11,499 +438 +4%
MC
78
Moors & Cabot
Massachusetts
$599K 11,447 +11,447 New
CCT
79
Capital City Trust
Florida
$569K 10,890 +10,890 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$565K 10,830 +8 +0.1%
CIAS
81
CFS Investment Advisory Services
New Jersey
$522K 9,979 -279,473 -97%
DCM
82
Dimension Capital Management
Florida
$492K 9,398 – –
OWM
83
OneAscent Wealth Management
Alabama
$455K 8,703 -421 -5%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$433K 8,282 -1,205 -13%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$432K 8,262 +3,183 +63%
SF
86
Synovus Financial
Georgia
$428K 8,200 -1,041 -11%
EAM
87
Evanson Asset Management
California
$378K 7,220 +21 +0.3%
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$334K 6,388 +5,262 +467%
SI
89
Saxon Interests
Texas
$330K 6,318 – –
DT
90
Diversified Trust
Tennessee
$314K 6,000 – –
RFC
91
Regions Financial Corp
Alabama
$298K 5,699 -15,147 -73%
MFA
92
Mayflower Financial Advisors
Massachusetts
$294K 5,630 +5,630 New
MHS
93
M Holdings Securities
Oregon
$279K 5,328 -5,592 -51%
BP
94
Ballentine Partners
Massachusetts
$278K 5,324 – –
AP
95
Atwood & Palmer
Missouri
$277K 5,300 – –
OWA
96
One Wealth Advisors
California
$270K 5,172 +5,172 New
LWA
97
LWS Wealth Advisors
New Jersey
$264K 5,041 +74 +1%
BOS
98
Bank of Stockton
California
$261K 5,000 – –
EM
99
Excalibur Management
Massachusetts
$260K 4,970 – –
DAS
100
Dynamic Advisor Solutions
Arizona
$260K 4,963 +1,080 +28%
2 3
4
5 6