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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FWM
126
Focused Wealth Management
New York
$23.4K +$51 +1 +0.2%
PB
127
Pinnacle Bancorp
Nebraska
$23.2K – – –
IGWM
128
ICA Group Wealth Management
Colorado
$18.5K – – –
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$16.9K -$1.99K -39,018 -11%
ASN
130
Advisory Services Network
Georgia
$16.7K – – –
NA
131
NewEdge Advisors
Louisiana
$14.3K -$23K -450 -62%
MHR
132
Matthew Hamilton Rosenberg
$9.34K – – –
ME
133
McIlrath & Eck
Washington
$9.07K -$4.48K -88 -33%
SIM
134
Studio Investment Management
Illinois
$8.88K – – –
BlackRock
135
BlackRock
New York
$8.12K -$970 -19 -11%
GFWA
136
Grey Fox Wealth Advisors
Delaware
$7.4K – – –
TRCT
137
Tower Research Capital (TRC)
New York
$6K -$3.7K -77 -38%
First Manhattan
138
First Manhattan
New York
$5.77K – – –
HCM
139
Hollencrest Capital Management
California
$4.59K – – –
CIA
140
Cape Investment Advisory
Georgia
$4.53K +$4.53K +89 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$3.88K +$3.78K +74 +3,700%
Allianz Asset Management
142
Allianz Asset Management
Germany
$1.23K – – –
AIP
143
Ahrens Investment Partners
Louisiana
$306 +$306 +6 New
RFA
144
Register Financial Advisors
Georgia
$255 +$255 +5 New
FGAM
145
Financial Gravity Asset Management
Texas
$225 +$225 +4,334 New
WP
146
WealthPLAN Partners
Nebraska
$204 +$204 +4 New
Citigroup
147
Citigroup
New York
$153 +$153 +3 New
ACG
148
Allen Capital Group
Nebraska
– -$6.23M -124,862 Closed
Goldman Sachs
149
Goldman Sachs
New York
– -$2.28M -45,634 Closed
FEM
150
Fulcrum Equity Management
Texas
– -$773K -15,496 Closed
3 4 5
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