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Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
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Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
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WSR Indexes
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Stock index based on fund manager consensus updated each quarter
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English
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한국어
繁體中文
Holloway Wealth Management’s
Invesco 0-5 Yr US TIPS ETF
PBTP
Stock Holding History
Holloway Wealth Management’s Portfolio
PBTP Stock Details
PBTP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Hold
0
–
–
–
239
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22.31%
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Matisse Capital
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15.28%
1-Year Est. Return
Jane Street
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$1.19T AUM
51.51%
1-Year Est. Return
Citadel Advisors
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$875B AUM
40.89%
1-Year Est. Return
Global Retirement Partners
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$7.1B AUM
Costello Asset Management
Feasterville, Pennsylvania
$332M AUM
19.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
Theme
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