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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 $54.9M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.59M
2
LGWM
2
Litman Gregory Wealth Management
California
$2.86M
3
WS
3
Wedbush Securities
California
$1.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$807K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.48M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.56M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$811
3
Jane Street
3
Jane Street
New York
$0
4
OIA
4
OneDigital Investment Advisors
Kansas
$1.29M
5
FTUS
5
Flow Traders U.S.
New York
$862K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$6.59M +$5.97M +110,393 +967%
LWP
2
LMG Wealth Partners
Louisiana
$4.77M +$114K +2,114 +2%
RJA
3
Raymond James & Associates
Florida
$4.77M -$45.1K -834 -0.9%
Bank of America
4
Bank of America
North Carolina
$4.27M -$387K -7,155 -8%
LPL Financial
5
LPL Financial
California
$4M -$842K -15,577 -17%
LGWM
6
Litman Gregory Wealth Management
California
$2.86M +$2.86M +52,837 New
Morgan Stanley
7
Morgan Stanley
New York
$2.57M -$535K -9,901 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.56M -$3.56M -65,883 -58%
Wells Fargo
9
Wells Fargo
California
$2.33M +$25.9K +479 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.78M +$223K +4,118 +14%
SPIA
11
Steward Partners Investment Advisory
New York
$1.68M -$29.3K -542 -2%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.48M +$295K +5,451 +25%
WIP
13
WealthCare Investment Partners
Rhode Island
$1.41M +$68.1K +1,273 +5%
OIA
14
OneDigital Investment Advisors
Kansas
$1.29M -$1.09M -20,200 -46%
WS
15
Wedbush Securities
California
$1.2M +$1.2M +22,153 New
UBS Group
16
UBS Group
Switzerland
$1.16M -$140K -2,592 -11%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.13M -$579K -10,705 -34%
PFS
18
Prospera Financial Services
Texas
$1M +$13.4K +248 +1%
GM
19
GeoWealth Management
Illinois
$954K -$45.4K -839 -5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$878K -$158K -2,923 -15%
FTUS
21
Flow Traders U.S.
New York
$862K -$954K -17,640 -53%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$807K +$308K +5,691 +62%
WCF
23
West Coast Financial
California
$394K +$6.76K +125 +2%
AAS
24
Avantax Advisory Services
Texas
$382K +$3.95K +73 +1%
SG
25
StoneX Group
New York
$357K -$32.2K -595 -8%
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