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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 $65.7M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.59M
2
HC
2
Hara Capital
Washington
$2.17M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.73M
4
OIA
4
OneDigital Investment Advisors
Kansas
$8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.46M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$1.35M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$2.64M
3
Bank of America
3
Bank of America
North Carolina
$11.9M
4
LGWM
4
Litman Gregory Wealth Management
California
$0
5
LWP
5
LMG Wealth Partners
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$530K -$5.71K -110 -1%
MML Investors Services
27
MML Investors Services
Massachusetts
$448K -$68K -1,314 -13%
SFS
28
Security Financial Services
Indiana
$380K +$113K +2,180 +42%
MAM
29
Milestone Asset Management
Pennsylvania
$373K -$5.86K -113 -2%
FW
30
Fairway Wealth
Ohio
$348K +$62.9K +1,213 +22%
Mariner
31
Mariner
Kansas
$311K – – –
DC
32
Davenport & Co
Virginia
$294K +$294K +5,674 New
PWM
33
Pines Wealth Management
North Carolina
$293K +$293K +5,672 New
SCA
34
Snowden Capital Advisors
New York
$291K +$6.5K +125 +2%
MWM
35
Maridea Wealth Management
New York
$285K +$285K +5,500 New
SG
36
StoneX Group
New York
$282K -$1.4K -27 -0.5%
AAS
37
Avantax Advisory Services
Texas
$239K -$21.8K -420 -8%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$223K +$223K +4,299 New
UBS Group
39
UBS Group
Switzerland
$156K -$23.7K -458 -13%
FFA
40
Farther Finance Advisors
California
$130K -$15.7K -303 -11%
WH
41
Wallace Hart
Kentucky
$123K -$11.8K -227 -9%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$117K +$105K +2,026 +900%
CFD
43
Creative Financial Designs
Indiana
$30.3K +$259 +5 +0.9%
FFO
44
Fortitude Family Office
Arizona
$28.5K – – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$22.1K – – –
PS
46
Principal Securities
Iowa
$16.2K – – –
ME
47
McIlrath & Eck
Washington
$11.9K – – –
MSG
48
Main Street Group
Virginia
$9.83K +$103 +2 +1%
NMG
49
New Millennium Group
Utah
$7.51K – – –
Franklin Resources
50
Franklin Resources
California
$6.53K +$6.53K +126 New
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