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

50 hedge funds and large institutions have $57.9M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
$2.16M
2
OIA
OneDigital Investment Advisors
Kansas
$2.45M
3
GM
GeoWealth Management
Illinois
$1.03M
4
WIP
WealthCare Investment Partners
Rhode Island
$1.41M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.76M

Top Sellers

1
Jane Street
Jane Street
New York
$1.33M
2
LGWM
Litman Gregory Wealth Management
California
$0
3
FTUS
Flow Traders U.S.
New York
$1.87M
4
Wells Fargo
Wells Fargo
California
$2.38M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
26
TD Ameritrade Investment Management
Nebraska
$409K -$99.5K -1,786 -20%
SG
27
StoneX Group
New York
$401K +$11.9K +214 +3%
WCF
28
West Coast Financial
California
$399K +$558 +10 +0.1%
AAS
29
Avantax Advisory Services
Texas
$390K +$1.95K +35 +0.5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$322K -$33.6K -602 -9%
GSEP
31
Golden State Equity Partners
California
$307K +$307K +5,496 New
GWM
32
GSB Wealth Management
Connecticut
$304K – – –
GVAG
33
Great Valley Advisor Group
Delaware
$259K +$259K +4,640 New
LNC
34
Lincoln National Corp
Pennsylvania
$234K +$14.1K +253 +6%
AWS
35
Atria Wealth Solutions
New York
$222K +$1.9K +34 +0.9%
ASN
36
Advisory Services Network
Georgia
$120K -$157K -2,805 -57%
IA
37
IFP Advisors
Florida
$54.2K -$299K -5,235 -85%
SS
38
Sunbelt Securities
Texas
$50K +$50K +900 New
BAM
39
Belpointe Asset Management
Nevada
$41.1K – – –
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$23.8K – – –
GWM
41
Geneos Wealth Management
Colorado
$22.8K – – –
TF
42
TimeScale Financial
Massachusetts
$21.7K +$167 +3 +0.8%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$19.1K +$2.73K +49 +17%
ME
44
McIlrath & Eck
Washington
$12.8K – – –
NMG
45
New Millennium Group
Utah
$8.09K – – –
GRP
46
Global Retirement Partners
California
$6.09K +$55 +1 +0.9%
KM
47
Kalos Management
Georgia
$3.07K +$3.07K +55 New
CIAS
48
Capital Investment Advisory Services
North Carolina
$1.88K -$86.1K -1,555 -98%
SSC
49
Syverson Strege & Co
Iowa
$1.17K +$1.17K +21 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$303 -$58 -1,035 -16%
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