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

53 hedge funds and large institutions have $66.3M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
$7.28M
2
FTUS
Flow Traders U.S.
New York
$4.56M
3
Citadel Advisors
Citadel Advisors
Florida
$1.85M
4
CW
CreativeOne Wealth
Kansas
$2.88M
5
NA
NewEdge Advisors
Louisiana
$562K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$407K
2
Jane Street
Jane Street
New York
$0
3
RJA
Raymond James & Associates
Florida
$3.48M
4
LGWM
Litman Gregory Wealth Management
California
$1.28M
5
MML Investors Services
MML Investors Services
Massachusetts
$539K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
26
Milestone Asset Management
Pennsylvania
$396K +$2.27K +42 +0.6%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$362K +$94.7K +1,751 +35%
Mariner
28
Mariner
Kansas
$325K – – –
LWP
29
LMG Wealth Partners
Louisiana
$304K -$9.85K -182 -3%
FW
30
Fairway Wealth
Ohio
$297K +$36.1K +667 +14%
SCA
31
Snowden Capital Advisors
New York
$296K +$296K +5,474 New
SG
32
StoneX Group
New York
$295K -$60.1K -1,110 -17%
GWM
33
GSB Wealth Management
Connecticut
$295K – – –
SFS
34
Security Financial Services
Indiana
$279K +$279K +5,154 New
AAS
35
Avantax Advisory Services
Texas
$272K +$2.27K +42 +0.8%
HC
36
Hara Capital
Washington
$253K +$253K +4,680 New
UBS Group
37
UBS Group
Switzerland
$188K +$14.2K +262 +8%
FFA
38
Farther Finance Advisors
California
$152K +$148K +2,736 +3,463%
WH
39
Wallace Hart
Kentucky
$141K – – –
CFD
40
Creative Financial Designs
Indiana
$31.4K +$31.4K +581 New
FFO
41
Fortitude Family Office
Arizona
$29.8K +$29.8K +550 New
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$23.1K – – –
PS
43
Principal Securities
Iowa
$16.9K – – –
VCM
44
Versant Capital Management
Arizona
$13.3K +$13.3K +246 New
ME
45
McIlrath & Eck
Washington
$12.4K – – –
Jones Financial Companies
46
Jones Financial Companies
Missouri
$12.2K -$5.42K -100 -31%
CPA
47
Capital Performance Advisors
California
$10.9K +$10.9K +201 New
MSG
48
Main Street Group
Virginia
$10.2K +$54 +1 +0.5%
NMG
49
New Millennium Group
Utah
$7.85K – – –
GRP
50
Global Retirement Partners
California
$4.83K – – –
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2
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