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

120 hedge funds and large institutions have $453M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 25 closing their positions.

Holders
120
Holders Change
-12
Holders Change %
-9.09%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
27
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$72.5M 1,447,064 -196,572 -12%
Bank of America
2
Bank of America
North Carolina
$58.6M 1,170,374 -356,109 -23%
AAS
3
Ameritas Advisory Services
Nebraska
$40.8M 815,151 +815,151 New
Jane Street
4
Jane Street
New York
$24.3M 484,390 +96,037 +25%
Ameriprise
5
Ameriprise
Minnesota
$23.4M 466,142 -273,015 -37%
Wells Fargo
6
Wells Fargo
California
$21.3M 424,509 -147,453 -26%
BFG
7
Bleakley Financial Group
New Jersey
$18M 359,069 +1,487 +0.4%
SS
8
Simplicity Solutions
Minnesota
$18M 359,069 +1,487 +0.4%
LPL Financial
9
LPL Financial
California
$16.1M 320,959 -7,982 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14.8M 294,893 -94,928 -24%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$9.52M 190,124 +190,124 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.05M 160,744 -40,989 -20%
BPA
13
Beacon Pointe Advisors
California
$7.78M 155,225 +155,225 New
Cerity Partners
14
Cerity Partners
New York
$7.08M 141,351 +141,351 New
KLI
15
Kelman-Lazarov Inc
Tennessee
$5.86M 117,026 +17,452 +18%
AWA
16
Archvest Wealth Advisors
California
$5.69M 113,535 -11,897 -9%
LFS
17
Lutz Financial Services
Nebraska
$5.14M 102,690 -1,452 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.11M 102,049 -9,581 -9%
UBS Group
19
UBS Group
Switzerland
$4.64M 92,711 -5,094 -5%
FTUS
20
Flow Traders U.S.
New York
$3.92M 78,186 +18,562 +31%
FGAM
21
Financial Gravity Asset Management
Texas
$3.86M 56,097 +51,913 +1,241%
SPC
22
Sigma Planning Corp
Michigan
$3.8M 75,903 +278 +0.4%
GVAG
23
Great Valley Advisor Group
Delaware
$3.76M 75,129 +75,129 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.6M 71,946 -250,236 -78%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$3.49M 69,654 -6,605 -9%