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

132 hedge funds and large institutions have $526M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 72 reducing their positions, and 23 closing their positions.

Holders
132
Holders Change
-15
Holders Change %
-10.2%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
31
Reduced
72
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$82.7M 1,643,636 -155,828 -9%
Bank of America
2
Bank of America
North Carolina
$76.8M 1,526,483 -222,113 -13%
Ameriprise
3
Ameriprise
Minnesota
$37.2M 739,157 -8,949 -1%
Wells Fargo
4
Wells Fargo
California
$28.8M 571,962 -5,529 -1%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$25.7M 511,801 -24,558 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$19.6M 389,821 +38,537 +11%
Jane Street
7
Jane Street
New York
$19.5M 388,353 +313,655 +420%
SS
8
Simplicity Solutions
Minnesota
$18M 357,582 +10,252 +3%
BFG
9
Bleakley Financial Group
New Jersey
$18M 357,582 +10,252 +3%
LPL Financial
10
LPL Financial
California
$16.5M 328,941 -59,613 -15%
SFS
11
Sowell Financial Services
Arkansas
$16.4M 326,674 +100,978 +45%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$16.2M 322,182 -8,673 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.1M 201,733 -24,269 -11%
TF
14
TIAA FSB
Florida
$10M 199,378 -11,244 -5%
AWS
15
AJ Wealth Strategies
New York
$7.5M 149,082 -489 -0.3%
AWA
16
Archvest Wealth Advisors
California
$6.31M 125,432 +2,672 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$5.61M 111,630 -24,286 -18%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$5.61M 111,458 -128,402 -54%
LFS
19
Lutz Financial Services
Nebraska
$5.24M 104,142 +2,863 +3%
KLI
20
Kelman-Lazarov Inc
Tennessee
$5.01M 99,574 +9,500 +11%
UBS Group
21
UBS Group
Switzerland
$4.92M 97,805 -8,131 -8%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$3.84M 76,259 +55,581 +269%
SPC
23
Sigma Planning Corp
Michigan
$3.8M 75,625 -4,395 -5%
Truist Financial
24
Truist Financial
North Carolina
$3.48M 69,186 -12,923 -16%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$3.34M 66,448 +52,632 +381%