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

146 hedge funds and large institutions have $710M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 54 reducing their positions, and 28 closing their positions.

Holders
146
Holders Change
-5
Holders Change %
-3.31%
% of All Funds
2.36%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
26
Increased
41
Reduced
54
Closed
28
Calls
$5.22M
Puts
$199K
Net Calls
+$5.02M
Net Calls Change
-$601K

Top Buyers

1
ACG
1
Allen Capital Group
Nebraska
$6.23M
2
SFS
2
Sowell Financial Services
Arkansas
$11M
3
AWS
3
AJ Wealth Strategies
New York
$7.35M
4
AAS
4
Ameritas Advisory Services
Nebraska
$32.7M
5
KLI
5
Kelman-Lazarov Inc
Tennessee
$3.94M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$136M
2
KOC
2
Koss-Olinger Consulting
Florida
$0
3
PFA
3
Pure Financial Advisors
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$89.5M
5
OCM
5
One Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Belvedere Trading
101
Belvedere Trading
Illinois
$247K 4,961 +4,961 New
LWA
102
LWS Wealth Advisors
New Jersey
$246K 4,931 -171 -3%
EM
103
Excalibur Management
Massachusetts
$244K 4,895 -75 -2%
OPS
104
Orion Portfolio Solutions
Nebraska
$243K 4,878 +204 +4%
CM
105
Columbus Macro
Pennsylvania
$240K 4,816 – –
LNC
106
Lincoln National Corp
Pennsylvania
$236K 4,723 – –
HPM
107
Hoxton Planning & Management
West Virginia
$234K 4,683 +4,683 New
Creative Planning
108
Creative Planning
Kansas
$213K 4,273 +4,273 New
First Trust Advisors
109
First Trust Advisors
Illinois
$212K 4,252 -64 -1%
AIP
110
Almanack Investment Partners
Pennsylvania
$211K 4,230 +4,230 New
MCC
111
Money Concepts Capital
Florida
$175K 3,505 +3,300 +1,610%
SWM
112
Spire Wealth Management
Virginia
$150K 3,017 -470 -13%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$150K 3,000 – –
SMA
114
Sage Mountain Advisors
Georgia
$128K 2,575 -102 -4%
DI
115
Disciplined Investments
Oklahoma
$124K 2,485 – –
TCM
116
TD Capital Management
Tennessee
$111K 2,223 +262 +13%
IA
117
IFP Advisors
Florida
$51K 976 -6 -0.6%
PA
118
Parallel Advisors
California
$45.9K 921 -952 -51%
PP
119
PrairieView Partners
Minnesota
$36K 728 -1,261 -63%
William Blair & Company
120
William Blair & Company
Illinois
$35K 702 +57 +9%
PGAM
121
Princeton Global Asset Management
New Jersey
$30K 609 – –
ST
122
Smithfield Trust
Pennsylvania
$29K 558 – –
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.5K 512 – –
PB
124
Pinnacle Bancorp
Nebraska
$23K 455 – –
FWM
125
Focused Wealth Management
New York
$22.8K 457 – –
3 4
5
6 7