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

125 hedge funds and large institutions have $459M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
34
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$127M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$11M
3
BFG
3
Bleakley Financial Group
New Jersey
$21.9M
4
SS
4
Simplicity Solutions
Minnesota
$21.9M
5
KAS
5
Kestra Advisory Services
Texas
$3.46M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.93M
2
AAS
2
Ameritas Advisory Services
Nebraska
$27.4M
3
Bank of America
3
Bank of America
North Carolina
$47.7M
4
Ameriprise
4
Ameriprise
Minnesota
$14.7M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
76
Old Mission Capital
Illinois
$385K 7,524 +7,524 New
PAG
77
Private Advisor Group
New Jersey
$384K 7,510 +3 +0%
DAS
78
Dynamic Advisor Solutions
Arizona
$370K 7,243 -3,105 -30%
LNC
79
Lincoln National Corp
Pennsylvania
$363K 7,090 -4,650 -40%
MSA
80
Marathon Strategic Advisors
Pennsylvania
$352K 6,873 +6,873 New
FFS
81
Founders Financial Securities
Maryland
$334K 6,536 +6,536 New
AWS
82
Atria Wealth Solutions
New York
$327K 6,400 – –
DT
83
Diversified Trust
Tennessee
$324K 6,330 -590 -9%
EAM
84
Evanson Asset Management
California
$323K 6,306 – –
HighTower Advisors
85
HighTower Advisors
Illinois
$312K 6,061 +1,033 +21%
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$278K 5,430 +160 +3%
PA
87
PFG Advisors
Arizona
$275K 5,381 -3,026 -36%
DC
88
Davenport & Co
Virginia
$270K 5,274 +886 +20%
AP
89
Atwood & Palmer
Missouri
$251K 4,900 – –
CM
90
Columbus Macro
Pennsylvania
$246K 4,816 – –
LWA
91
LWS Wealth Advisors
New Jersey
$237K 4,633 -358 -7%
SFM
92
Signet Financial Management
New Jersey
$232K 4,544 -139 -3%
CIAS
93
CFS Investment Advisory Services
New Jersey
$223K 4,359 +4,359 New
EM
94
Excalibur Management
Massachusetts
$215K 4,195 -280 -6%
AAS
95
Avantax Advisory Services
Texas
$213K 4,157 +4 +0.1%
SWM
96
Spire Wealth Management
Virginia
$212K 4,142 -10 -0.2%
HF
97
HRT Financial
New York
$201K 3,949 +3,949 New
SG
98
StoneX Group
New York
$201K 3,927 -328 -8%
DWM
99
Dogwood Wealth Management
Kansas
$191K 3,733 +3,733 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$155K 3,033 -1,749 -37%
2 3
4
5 6