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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 %
NA
126
NewEdge Advisors
Louisiana
$22.5K 731 +731 New
IGWM
127
ICA Group Wealth Management
Colorado
$18.1K 362 +362 New
AF
128
Affiance Financial
Minnesota
$16.8K 336 – –
ASN
129
Advisory Services Network
Georgia
$16.3K 327 +327 New
GRP
130
Global Retirement Partners
California
$15.9K 319 -725 -69%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$14K 282 – –
SBL
132
Sargent Bickham Lagudis
Colorado
$13.9K 279 – –
ME
133
McIlrath & Eck
Washington
$13.3K 266 – –
TRCT
134
Tower Research Capital (TRC)
New York
$10K 202 +143 +242%
TFS
135
TrustCore Financial Services
Tennessee
$9.97K 200 – –
MHR
136
Matthew Hamilton Rosenberg
$9.13K 183 – –
BlackRock
137
BlackRock
New York
$8.88K 178 -11 -6%
SIM
138
Studio Investment Management
Illinois
$8.68K 174 – –
GFWA
139
Grey Fox Wealth Advisors
Delaware
$7.23K 145 +145 New
First Manhattan
140
First Manhattan
New York
$5.64K 113 – –
HCM
141
Hollencrest Capital Management
California
$4.49K 90 +90 New
KSWA
142
Kathleen S. Wright Associates
Pennsylvania
$4K 89 +89 New
AssetMark Inc
143
AssetMark Inc
California
$2.14K 43 +43 New
Allianz Asset Management
144
Allianz Asset Management
Germany
$1.2K 24 – –
FA
145
Fiduciary Alliance
South Carolina
$648 13 +13 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
$100 2 +2 New
KOC
147
Koss-Olinger Consulting
Florida
– – -801,463 Closed
CIAS
148
CFS Investment Advisory Services
New Jersey
– – -594,838 Closed
PFA
149
Pure Financial Advisors
California
– – -512,596 Closed
OCM
150
One Capital Management
California
– – -314,096 Closed
3 4 5
6
7