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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 %
AC
151
Abbrea Capital
California
– – -81,021 Closed
LIG
152
Lokken Investment Group
Delaware
– – -73,000 Closed
FS
153
Ferguson Shapiro
Georgia
– – -34,497 Closed
GLLW
154
Graves Light Lenhart Wealth
Virginia
– – -26,850 Closed
T
155
TCWP
Ohio
– – -22,816 Closed
AWM
156
AE Wealth Management
Kansas
– – -9,875 Closed
Members Trust
157
Members Trust
Florida
– – -9,842 Closed
MFA
158
Mayflower Financial Advisors
Massachusetts
– – -7,815 Closed
TSS
159
Two Sigma Securities
New York
– – -7,768 Closed
Bank of New York Mellon
160
Bank of New York Mellon
New York
– – -6,164 Closed
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
– – -5,792 Closed
OWA
162
One Wealth Advisors
California
– – -5,623 Closed
BP
163
Ballentine Partners
Massachusetts
– – -5,324 Closed
BOS
164
Bank of Stockton
California
– – -5,000 Closed
IHL
165
Investment House LLC
California
– – -4,376 Closed
SOS
166
Silver Oak Securities
Tennessee
– – -644 Closed
HI
167
Harbour Investments
Wisconsin
– – -526 Closed
GWM
168
Geneos Wealth Management
Colorado
– – -404 Closed
US Bancorp
169
US Bancorp
Minnesota
– – -394 Closed
EWM
170
Evermay Wealth Management
Virginia
– – -317 Closed
HI
171
Hudock Inc
Pennsylvania
– – -193 Closed
GI
172
Gradient Investments
Minnesota
– – -149 Closed
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
– – -115 Closed
Citigroup
174
Citigroup
New York
– – -2 Closed
CFGS
175
Concourse Financial Group Securities
Alabama
– – – –
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