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

44 hedge funds and large institutions have $55.7M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-5
Holders Change %
-10.2%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$2.42M
2
WI
WBI Investments
New Jersey
$1.73M
3
Bank of America
Bank of America
North Carolina
$15.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.24M
5
CW
CreativeOne Wealth
Kansas
$1.9M

Top Sellers

1
Jane Street
Jane Street
New York
$4.26M
2
FTUS
Flow Traders U.S.
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$2.13M
4
OIA
OneDigital Investment Advisors
Kansas
$368K
5
KAS
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
26
StoneX Group
New York
$350K – – –
GWM
27
GSB Wealth Management
Connecticut
$291K – – –
AAS
28
Avantax Advisory Services
Texas
$267K -$89K -1,669 -25%
UBS Group
29
UBS Group
Switzerland
$237K +$68.3K +1,281 +41%
LNC
30
Lincoln National Corp
Pennsylvania
$231K +$213 +4 +0.1%
FW
31
Fairway Wealth
Ohio
$173K +$33.5K +628 +24%
WH
32
Wallace Hart
Kentucky
$139K +$139K +2,607 New
PMFA
33
Plante Moran Financial Advisors
Michigan
$48K +$48K +900 New
NA
34
NewEdge Advisors
Louisiana
$44.9K +$44.9K +842 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$22.8K – – –
PS
36
Principal Securities
Iowa
$16.6K – – –
ME
37
McIlrath & Eck
Washington
$12.2K – – –
MSG
38
Main Street Group
Virginia
$9.59K +$53 +1 +0.6%
GRP
39
Global Retirement Partners
California
$4.76K – – –
LG
40
LAM Group
Oregon
$2.4K -$800 -15 -25%
CIAS
41
Capital Investment Advisory Services
North Carolina
$1.88K – – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$747 -$53 -1 -7%
Allianz Asset Management
43
Allianz Asset Management
Germany
$640 -$587 -11 -48%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$53 -$5.25K -99 -99%
FTUS
45
Flow Traders U.S.
New York
– -$2.91M -54,556 Closed
KAS
46
Kestra Advisory Services
Texas
– -$863K -16,192 Closed
GS
47
GTS Securities
New York
– -$305K -5,720 Closed
WCF
48
West Coast Financial
California
– -$274K -5,145 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$226K -4,247 Closed
TCWA
50
Turtle Creek Wealth Advisors
Texas
– -$18.5K -346 Closed
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