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

132 hedge funds and large institutions have $526M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 72 reducing their positions, and 23 closing their positions.

Holders
132
Holders Change
-15
Holders Change %
-10.2%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
31
Reduced
72
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$19.5M
2
SFS
2
Sowell Financial Services
Arkansas
$16.4M
3
FTUS
3
Flow Traders U.S.
New York
$3M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$3.84M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.34M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
Bank of America
2
Bank of America
North Carolina
$76.8M
3
BPA
3
Beacon Pointe Advisors
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$82.7M
5
AGA
5
Arkos Global Advisors
Texas
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PGFC
76
Peapack-Gladstone Financial Corp
New Jersey
$430K 8,548 -11,713 -58%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$423K 8,418 -3,505 -29%
CAN
78
Cetera Advisor Networks
California
$415K 8,241 -1,679 -17%
SF
79
Synovus Financial
Georgia
$402K 8,000 -200 -2%
PAG
80
Private Advisor Group
New Jersey
$378K 7,504 -4,246 -36%
CTWM
81
Cherry Tree Wealth Management
Minnesota
$368K 7,309 +7,309 New
FAIM
82
Financial Advocates Investment Management
Washington
$367K 7,298 +421 +6%
NFSG
83
Newbridge Financial Services Group
Florida
$364K 7,242 -12,975 -64%
DT
84
Diversified Trust
Tennessee
$331K 6,590 +590 +10%
RIA
85
Regal Investment Advisors
Michigan
$325K 6,462 +478 +8%
AWS
86
Atria Wealth Solutions
New York
$322K 6,400 -37,703 -85%
EAM
87
Evanson Asset Management
California
$317K 6,306 – –
Renaissance Technologies
88
Renaissance Technologies
New York
$272K 5,400 -21,100 -80%
AP
89
Atwood & Palmer
Missouri
$267K 5,300 – –
DWA
90
Delap Wealth Advisory
Oregon
$257K 5,108 -403 -7%
LWA
91
LWS Wealth Advisors
New Jersey
$250K 4,964 +23 +0.5%
HighTower Advisors
92
HighTower Advisors
Illinois
$243K 4,828 -91 -2%
SFM
93
Signet Financial Management
New Jersey
$242K 4,819 +247 +5%
CM
94
Columbus Macro
Pennsylvania
$242K 4,816 – –
SG
95
StoneX Group
New York
$239K 4,749 -5,500 -54%
OMC
96
Old Mission Capital
Illinois
$229K 4,543 -2,329 -34%
EM
97
Excalibur Management
Massachusetts
$225K 4,475 -360 -7%
Creative Planning
98
Creative Planning
Kansas
$215K 4,267 -7 -0.2%
OWM
99
OneAscent Wealth Management
Alabama
$214K 4,261 -1,012 -19%
DC
100
Davenport & Co
Virginia
$212K 4,221 +43 +1%
2 3
4
5 6