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PIMCO Broad US TIPS Index Exchange-Traded Fund
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Overview Fund Activity

48 hedge funds and large institutions have $75.4M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$3.59M
2
Bank of America
Bank of America
North Carolina
$15.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$4.26M
4
Morgan Stanley
Morgan Stanley
New York
$3M
5
SPIA
Steward Partners Investment Advisory
New York
$3.45M

Top Sellers

1
Jane Street
Jane Street
New York
$3.33M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.19M
3
UBS Group
UBS Group
Switzerland
$596K
4
Wells Fargo
Wells Fargo
California
$1.58M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$466K +$2.76K +42 +0.6%
WCF
27
West Coast Financial
California
$437K +$3.48K +53 +0.8%
BRWA
28
B. Riley Wealth Advisors
Florida
$315K +$315K +4,784 New
OMC
29
Old Mission Capital
Illinois
$304K – – –
BAM
30
Belpointe Asset Management
Nevada
$282K +$282K +4,292 New
LWAC
31
Laurel Wealth Advisors (California)
California
$245K -$2.62K -40 -1%
LNC
32
Lincoln National Corp
Pennsylvania
$240K +$4.4K +67 +2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$207K -$45.9K -700 -18%
GWM
34
Geneos Wealth Management
Colorado
$146K +$40.4K +618 +38%
CIAS
35
Capital Investment Advisory Services
North Carolina
$125K – – –
LTI
36
Laffer Tengler Investments
Tennessee
$112K +$41.8K +637 +59%
CFA
37
Carroll Financial Associates
North Carolina
$108K – – –
BFG
38
Baron Financial Group
New Jersey
$105K – – –
FPS
39
Fieldpoint Private Securities
Connecticut
$41K +$41K +620 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$28K – – –
TF
41
TimeScale Financial
Massachusetts
$23K +$387 +6 +2%
GRP
42
Global Retirement Partners
California
$18K +$18K +277 New
APA
43
American Portfolios Advisors
New York
$16.4K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$15K +$197 +3 +1%
GLLW
45
Graves Light Lenhart Wealth
Virginia
$13K – – –
DI
46
Disciplined Investments
Oklahoma
$11K – – –
JCM
47
Jacobi Capital Management
Pennsylvania
$7K – – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$6K – – –
CIBC World Market
49
CIBC World Market
Ontario, Canada
– -$546K -8,307 Closed
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