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

147 hedge funds and large institutions have $601M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
22
Increased
47
Reduced
53
Closed
18
Calls
$5.35M
Puts
–
Net Calls
+$5.35M
Net Calls Change
+$327K

Top Buyers

1
SS
1
Simplicity Solutions
Minnesota
$17.7M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$12.2M
3
BPA
3
Beacon Pointe Advisors
California
$8.04M
4
AAS
4
Ameritas Advisory Services
Nebraska
$38.9M
5
Ameriprise
5
Ameriprise
Minnesota
$38.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$89.2M
2
Wells Fargo
2
Wells Fargo
California
$29.5M
3
MAP
3
Milestone Advisory Partners
North Carolina
$461K
4
TF
4
TIAA FSB
Florida
$10.8M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
101
Atwood & Palmer
Missouri
$271K 5,300 – –
OWM
102
OneAscent Wealth Management
Alabama
$269K 5,273 -1,675 -24%
LWA
103
LWS Wealth Advisors
New Jersey
$252K 4,941 +10 +0.2%
HighTower Advisors
104
HighTower Advisors
Illinois
$252K 4,919 +4,919 New
EM
105
Excalibur Management
Massachusetts
$247K 4,835 -60 -1%
CM
106
Columbus Macro
Pennsylvania
$246K 4,816 – –
BCI
107
Brinker Capital Investments
Pennsylvania
$242K 128,673 +4,884 +4%
OPS
108
Orion Portfolio Solutions
Nebraska
$242K 128,673 +123,795 +2,538%
SFM
109
Signet Financial Management
New Jersey
$233K 4,572 -6,835 -60%
Creative Planning
110
Creative Planning
Kansas
$218K 4,274 +1 +0%
DC
111
Davenport & Co
Virginia
$213K 4,178 +4,178 New
SWM
112
Spire Wealth Management
Virginia
$174K 3,411 +394 +13%
SIC
113
Salem Investment Counselors
North Carolina
$173K 3,387 +3,387 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$153K 3,000 – –
DI
115
Disciplined Investments
Oklahoma
$127K 2,485 – –
TCM
116
TD Capital Management
Tennessee
$114K 2,228 +5 +0.2%
GM
117
GeoWealth Management
Illinois
$104K 2,031 -26,707 -93%
SMA
118
Sage Mountain Advisors
Georgia
$93.6K 1,834 -741 -29%
PA
119
Parallel Advisors
California
$47K 921 – –
RI
120
Ridgewood Investments
New Jersey
$43.3K 847 +847 New
PP
121
PrairieView Partners
Minnesota
$37K 728 – –
William Blair & Company
122
William Blair & Company
Illinois
$32.9K 645 -57 -8%
PGAM
123
Princeton Global Asset Management
New Jersey
$31.2K 611 +2 +0.3%
ST
124
Smithfield Trust
Pennsylvania
$29K 558 – –
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.9K 487 -25 -5%
3 4
5
6 7