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

133 hedge funds and large institutions have $876M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
57
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$165M
2
AWS
2
AJ Wealth Strategies
New York
$43.1M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$41M
4
Bank of America
4
Bank of America
North Carolina
$70.3M
5
UBS Group
5
UBS Group
Switzerland
$44.2M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
HHRDM
2
H&H Retirement Design & Management
Nevada
$721K
3
PAG
3
Private Advisor Group
New Jersey
$9.7M
4
Jane Street
4
Jane Street
New York
$2.71M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$165M 2,983,613 +866,772 +41%
Bank of America
2
Bank of America
North Carolina
$70.3M 1,273,875 +424,317 +50%
Members Trust
3
Members Trust
Florida
$63.4M 1,148,623 +16,626 +1%
UBS Group
4
UBS Group
Switzerland
$44.2M 801,519 +400,193 +100%
AWS
5
AJ Wealth Strategies
New York
$43.1M 781,268 +750,641 +2,451%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$41M 744,095 +469,815 +171%
Wells Fargo
7
Wells Fargo
California
$40.5M 734,575 +260,558 +55%
TF
8
TIAA FSB
Florida
$36M 657,067 +3,506 +0.5%
BCI
9
Brinker Capital Investments
Pennsylvania
$24.6M 446,077 +83,785 +23%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$22.2M 402,597 +91,635 +29%
Truist Financial
11
Truist Financial
North Carolina
$22.1M 400,788 +28,519 +8%
AAS
12
Ameritas Advisory Services
Nebraska
$20.2M 366,102 +366,102 New
CPFP
13
Clear Perspectives Financial Planning
Ohio
$17.1M 309,113 +28,259 +10%
GA
14
Gateway Advisory
New Jersey
$16.9M 306,327 +234 +0.1%
Ameriprise
15
Ameriprise
Minnesota
$16.5M 358,680 +96,494 +37%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$16.3M 296,224 +58,569 +25%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15.6M 282,018 +66,615 +31%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$14.4M 260,682 +260,682 New
LPL Financial
19
LPL Financial
California
$13.6M 246,856 +54,168 +28%
Osaic Holdings
20
Osaic Holdings
Arizona
$12.4M 225,559 +123,560 +121%
AIP
21
Almanack Investment Partners
Pennsylvania
$11M 197,835 +17,830 +10%
BA
22
Bennicas & Associates
California
$10.9M 198,145 -300 -0.2%
PAG
23
Private Advisor Group
New Jersey
$9.7M 175,798 -107,190 -38%
Stifel Financial
24
Stifel Financial
Missouri
$8.94M 162,019 +6,673 +4%
AFG
25
Allegheny Financial Group
Pennsylvania
$7.24M 131,243 +76,526 +140%
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