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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
BFG
1
Bleakley Financial Group
New Jersey
$16.9M
2
ACG
2
Allen Capital Group
Nebraska
$6.23M
3
SFS
3
Sowell Financial Services
Arkansas
$11M
4
AWS
4
AJ Wealth Strategies
New York
$7.35M
5
AAS
5
Ameritas Advisory Services
Nebraska
$32.7M

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 %
Bank of America
1
Bank of America
North Carolina
$136M 2,728,199 -900,354 -25%
Morgan Stanley
2
Morgan Stanley
New York
$89.5M 1,794,172 -371,465 -17%
Wells Fargo
3
Wells Fargo
California
$45M 902,636 -199,623 -18%
Ameriprise
4
Ameriprise
Minnesota
$32.9M 654,545 +2,650 +0.4%
AAS
5
Ameritas Advisory Services
Nebraska
$32.7M 656,333 +81,043 +14%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$28.9M 579,700 -59,376 -9%
TF
7
TIAA FSB
Florida
$25.2M 506,112 -20,061 -4%
LPL Financial
8
LPL Financial
California
$22.4M 449,917 +23,329 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$18.4M 369,873 +35,793 +11%
BFG
10
Bleakley Financial Group
New Jersey
$16.9M 338,964 +338,964 New
MAP
11
Milestone Advisory Partners
North Carolina
$16.6M 333,689 -25,774 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$16.6M 332,446 -73,902 -18%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$14.1M 282,920 -28,902 -9%
SFS
14
Sowell Financial Services
Arkansas
$11M 220,070 +113,698 +107%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$10.7M 215,225 -26,644 -11%
AGA
16
Arkos Global Advisors
Texas
$9.39M 188,261 -40,037 -18%
Truist Financial
17
Truist Financial
North Carolina
$8.17M 163,840 -77,976 -32%
AFG
18
Allegheny Financial Group
Pennsylvania
$7.95M 159,404 +925 +0.6%
BA
19
Bennicas & Associates
California
$7.92M 158,825 -35,315 -18%
Jane Street
20
Jane Street
New York
$7.89M 158,192 +56,275 +55%
Osaic Holdings
21
Osaic Holdings
Arizona
$7.75M 155,453 -27,250 -15%
AWS
22
AJ Wealth Strategies
New York
$7.35M 147,402 +95,080 +182%
Stifel Financial
23
Stifel Financial
Missouri
$6.57M 131,791 +13,628 +12%
AWA
24
Archvest Wealth Advisors
California
$6.23M 124,862 +1,347 +1%
ACG
25
Allen Capital Group
Nebraska
$6.23M 124,862 +124,862 New
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