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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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$146K 2,630 – –
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$143K 2,587 – –
DI
103
Disciplined Investments
Oklahoma
$137K 2,485 – –
PP
104
PrairieView Partners
Minnesota
$110K 1,989 -1,369 -41%
PB
105
Pinnacle Bancorp
Nebraska
$58K 1,051 +1,051 New
PO
106
Private Ocean
California
$55K 1,000 +1,000 New
PA
107
Parallel Advisors
California
$51K 921 – –
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$45K 819 +1 +0.1%
MCC
109
Money Concepts Capital
Florida
$42K 765 +765 New
William Blair & Company
110
William Blair & Company
Illinois
$36K 645 – –
PGAM
111
Princeton Global Asset Management
New Jersey
$32K 588 – –
US Bancorp
112
US Bancorp
Minnesota
$31K 550 -845 -61%
ST
113
Smithfield Trust
Pennsylvania
$31K 558 – –
HI
114
Harbour Investments
Wisconsin
$27K 488 +137 +39%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$26K 465 +55 +13%
FWM
116
Focused Wealth Management
New York
$25K 451 – –
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$25K 461 +461 New
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.1K 400 – –
BlackRock
119
BlackRock
New York
$20K 370 -41 -10%
AA
120
Ancora Advisors
Ohio
$16K 288 – –
MFAM
121
M Financial Asset Management
Oregon
$15K 269 -42 -14%
SBL
122
Sargent Bickham Lagudis
Colorado
$15K 279 – –
MHR
123
Matthew Hamilton Rosenberg
$14K 253 +253 New
EWM
124
Evermay Wealth Management
Virginia
$13K 235 +235 New
TFS
125
TrustCore Financial Services
Tennessee
$11K 200 – –
2 3 4
5
6