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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$91.8M 1,799,464 +5,292 +0.3%
Bank of America
2
Bank of America
North Carolina
$89.2M 1,748,596 -979,603 -36%
AAS
3
Ameritas Advisory Services
Nebraska
$38.9M 763,365 +107,032 +16%
Ameriprise
4
Ameriprise
Minnesota
$38.2M 748,106 +93,561 +14%
Wells Fargo
5
Wells Fargo
California
$29.5M 577,491 -325,145 -36%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$27.4M 536,359 -43,341 -7%
LPL Financial
7
LPL Financial
California
$19.8M 388,554 -61,363 -14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17.9M 351,284 +18,838 +6%
BFG
9
Bleakley Financial Group
New Jersey
$17.7M 347,330 +8,366 +2%
SS
10
Simplicity Solutions
Minnesota
$17.7M 347,330 +347,330 New
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$12.2M 239,860 +239,860 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.5M 226,002 +10,777 +5%
SFS
13
Sowell Financial Services
Arkansas
$11.5M 225,696 +5,626 +3%
TF
14
TIAA FSB
Florida
$10.8M 210,622 -295,490 -58%
AGA
15
Arkos Global Advisors
Texas
$8.47M 165,918 -22,343 -12%
BPA
16
Beacon Pointe Advisors
California
$8.04M 157,610 +157,610 New
AWS
17
AJ Wealth Strategies
New York
$7.63M 149,571 +2,169 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.94M 135,916 -19,537 -13%
Stifel Financial
19
Stifel Financial
Missouri
$6.37M 124,732 -7,059 -5%
AWA
20
Archvest Wealth Advisors
California
$6.27M 122,760 -2,102 -2%
UBS Group
21
UBS Group
Switzerland
$5.41M 105,936 +12,459 +13%
ES
22
Eagle Strategies
New York
$5.4M 105,788 +8,437 +9%
LFS
23
Lutz Financial Services
Nebraska
$5.17M 101,279 +10,945 +12%
SPIA
24
Steward Partners Investment Advisory
New York
$5M 97,932 -13,931 -12%
KLI
25
Kelman-Lazarov Inc
Tennessee
$4.6M 90,074 +11,021 +14%
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