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

125 hedge funds and large institutions have $459M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
34
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$127M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$11M
3
BFG
3
Bleakley Financial Group
New Jersey
$21.9M
4
SS
4
Simplicity Solutions
Minnesota
$21.9M
5
KAS
5
Kestra Advisory Services
Texas
$3.46M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.93M
2
AAS
2
Ameritas Advisory Services
Nebraska
$27.4M
3
Bank of America
3
Bank of America
North Carolina
$47.7M
4
Ameriprise
4
Ameriprise
Minnesota
$14.7M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$127M 2,480,672 +1,033,608 +71%
Bank of America
2
Bank of America
North Carolina
$47.7M 932,117 -238,257 -20%
AAS
3
Ameritas Advisory Services
Nebraska
$27.4M 536,166 -278,985 -34%
BFG
4
Bleakley Financial Group
New Jersey
$21.9M 427,686 +68,617 +19%
SS
5
Simplicity Solutions
Minnesota
$21.9M 427,686 +68,617 +19%
LPL Financial
6
LPL Financial
California
$16.4M 319,833 -1,126 -0.4%
Wells Fargo
7
Wells Fargo
California
$14.9M 291,535 -132,974 -31%
Ameriprise
8
Ameriprise
Minnesota
$14.7M 288,100 -178,042 -38%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$13.1M 255,451 +65,327 +34%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.6M 226,358 -68,535 -23%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$11M 214,700 +214,700 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.35M 143,732 -17,012 -11%
BPA
13
Beacon Pointe Advisors
California
$7.14M 139,650 -15,575 -10%
KLI
14
Kelman-Lazarov Inc
Tennessee
$7M 136,945 +19,919 +17%
AWA
15
Archvest Wealth Advisors
California
$5.47M 106,947 -6,588 -6%
LFS
16
Lutz Financial Services
Nebraska
$4.97M 97,127 -5,563 -5%
UBS Group
17
UBS Group
Switzerland
$4.75M 92,771 +60 +0.1%
GVAG
18
Great Valley Advisor Group
Delaware
$4.29M 83,840 +8,711 +12%
Jane Street
19
Jane Street
New York
$3.93M 76,907 -407,483 -84%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.92M 76,653 +23,573 +44%
FGAM
21
Financial Gravity Asset Management
Texas
$3.9M 56,993 +896 +2%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$3.66M 71,578 +1,924 +3%
KAS
23
Kestra Advisory Services
Texas
$3.46M 67,672 +67,672 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.36M 65,639 -6,307 -9%
FTUS
25
Flow Traders U.S.
New York
$3.08M 60,159 -18,027 -23%
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