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

49 hedge funds and large institutions have $60.7M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$13.7M
2
FTUS
Flow Traders U.S.
New York
$2.91M
3
Morgan Stanley
Morgan Stanley
New York
$4.78M
4
Goldman Sachs
Goldman Sachs
New York
$1.89M
5
KAS
Kestra Advisory Services
Texas
$863K

Top Sellers

1
LWP
LMG Wealth Partners
Louisiana
$375K
2
Jane Street
Jane Street
New York
$7.97M
3
Citadel Advisors
Citadel Advisors
Florida
$392K
4
UBS Group
UBS Group
Switzerland
$169K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$356K +$2.77K +52 +0.8%
SG
27
StoneX Group
New York
$350K -$1.6K -30 -0.5%
GSEP
28
Golden State Equity Partners
California
$308K -$8.27K -155 -3%
GS
29
GTS Securities
New York
$305K – – –
GWM
30
GSB Wealth Management
Connecticut
$291K – – –
WCF
31
West Coast Financial
California
$274K -$33.4K -627 -11%
LNC
32
Lincoln National Corp
Pennsylvania
$231K +$2.99K +56 +1%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$226K -$266K -4,985 -54%
UBS Group
34
UBS Group
Switzerland
$169K -$914K -17,148 -84%
FW
35
Fairway Wealth
Ohio
$140K +$140K +2,620 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$22.9K -$16.5K -308 -42%
TCWA
37
Turtle Creek Wealth Advisors
Texas
$18.5K +$18.5K +346 New
PS
38
Principal Securities
Iowa
$16.6K +$16.6K +312 New
ME
39
McIlrath & Eck
Washington
$12.2K – – –
MSG
40
Main Street Group
Virginia
$9.7K +$9.7K +181 New
NMG
41
New Millennium Group
Utah
$7.73K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$5.66K +$53 +1 +1%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$5.33K +$5.33K +100 New
GRP
44
Global Retirement Partners
California
$4.75K – – –
LG
45
LAM Group
Oregon
$3.2K +$3.2K +60 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$1.88K – – –
Allianz Asset Management
47
Allianz Asset Management
Germany
$1.23K -$213 -4 -15%
GIA
48
Goodwin Investment Advisory
Georgia
$800 -$299K -5,599 -100%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$800 -$293K -5,490 -100%
AFO
50
Arrowroot Family Office
California
– -$274K -5,286 Closed
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