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

56 hedge funds and large institutions have $69M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
13
Reduced
27
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LGWM
1
Litman Gregory Wealth Management
California
$2.91M
2
OIA
2
OneDigital Investment Advisors
Kansas
$1.01M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.39M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$474K
5
LPL Financial
5
LPL Financial
California
$5.12M

Top Sellers

1
SW
1
Signify Wealth
Missouri
$0
2
Jane Street
2
Jane Street
New York
$4.22M
3
OC
3
Oppenheimer & Co
New York
$0
4
EF
4
Empowered Funds
Pennsylvania
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.39M +$591K +10,934 +10%
Bank of America
2
Bank of America
North Carolina
$5.43M -$706K -13,065 -12%
RJA
3
Raymond James & Associates
Florida
$5.17M -$245K -4,531 -5%
LPL Financial
4
LPL Financial
California
$5.12M +$454K +8,401 +10%
FTUS
5
Flow Traders U.S.
New York
$4.44M -$530K -9,807 -11%
LWP
6
LMG Wealth Partners
Louisiana
$4.42M +$4.42M +80,853 New
Jane Street
7
Jane Street
New York
$4.22M -$12M -222,498 -74%
Wells Fargo
8
Wells Fargo
California
$3.73M +$292K +5,403 +8%
Morgan Stanley
9
Morgan Stanley
New York
$3.09M -$1.67M -30,847 -35%
LGWM
10
Litman Gregory Wealth Management
California
$2.91M +$2.91M +53,837 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.35M -$883K -16,345 -27%
SPIA
12
Steward Partners Investment Advisory
New York
$1.86M -$1.81M -33,529 -49%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.84M -$901K -16,668 -33%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.56M -$2.1M -38,816 -57%
UBS Group
15
UBS Group
Switzerland
$1.5M -$1.47M -27,211 -50%
EAM
16
Empirical Asset Management
Massachusetts
$1.33M -$165K -3,049 -11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.23M -$4.78M -88,558 -80%
Stifel Financial
18
Stifel Financial
Missouri
$1.1M +$1.14K +21 +0.1%
PFS
19
Prospera Financial Services
Texas
$1.05M -$614K -11,365 -37%
OIA
20
OneDigital Investment Advisors
Kansas
$1.01M +$1.01M +18,617 New
CFP
21
Curran Financial Partners
South Carolina
$857K -$85.6K -1,583 -9%
WIP
22
WealthCare Investment Partners
Rhode Island
$821K -$192K -3,554 -19%
LTI
23
Laffer Tengler Investments
Tennessee
$641K +$382K +7,061 +147%
KAS
24
Kestra Advisory Services
Texas
$595K -$88.3K -1,633 -13%
TAIM
25
TD Ameritrade Investment Management
Nebraska
$493K +$197K +3,649 +67%
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