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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund

51 hedge funds and large institutions have $40.2M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 5151 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19.19% less ownership

Funds ownership: 44.87%25.69% (-19%)

55% less capital invested

Capital invested by funds: $88.7M → $40.2M (-$48.5M)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
16
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$263K +$252K +3,952 New
FTUS
27
Flow Traders U.S.
New York
$221K +$211K +3,315 New
G
28
GenTrust
Florida
$209K +$200K +3,144 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$169K +$104K +1,638 +183%
QCIG
30
Quad-Cities Investment Group
Iowa
$135K +$255 +4 +0.2%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$117K +$98.4K +1,545 +746%
VCM
32
Versant Capital Management
Arizona
$99K
AAM
33
Advisors Asset Management
Colorado
$98K +$31.2K +490 +50%
ASN
34
Advisory Services Network
Georgia
$88K
Wells Fargo
35
Wells Fargo
California
$81K -$1.85K -29 -2%
RCA
36
Rowland Carmichael Advisors
Arizona
$80K
Fidelity Investments
37
Fidelity Investments
Massachusetts
$42K
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$27K -$26.9K -423 -51%
JP Morgan Chase
39
JP Morgan Chase
New York
$22K
AP
40
Advisors Preferred
Maryland
$17K +$15.8K +248 New
CFS
41
Ceros Financial Services
Maryland
$17K +$15.8K +248 New
HI
42
Hudock Inc
Pennsylvania
$13K -$13.6K -213 -51%
PA
43
Parallel Advisors
California
$5K -$1.53K -24 -25%
WCM
44
WealthBridge Capital Management
Ohio
$4K +$3.88K +61 New
RTC
45
Riverview Trust Company
Washington
$3K +$2.48K +39 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$2K -$10.3K -162 -85%
US Bancorp
47
US Bancorp
Minnesota
$2K
FHA
48
Flagship Harbor Advisors
Massachusetts
$1K
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1K +$892 +14 New
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$329 +$315K +4,940 New