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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund

88 hedge funds and large institutions have $377M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 21

38% more capital invested

Capital invested by funds: $274M → $377M (+$103M)

17% more funds holding

Funds holding: 7588 (+13)

5.99% more ownership

Funds ownership: 32.87%38.87% (+6%)

Holders
88
Holders Change
+13
Holders Change %
+17.33%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
42
Reduced
21
Closed
7
Calls
$539K
Puts
Net Calls
+$539K
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$2.54M +$324K +3,597 +15%
MSFS
27
Main Street Financial Solutions
Pennsylvania
$2.46M -$163K -1,810 -6%
HPM
28
Hudson Portfolio Management
New York
$2.25M +$2.86M +31,770 +349%
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.19M +$1.04M +11,590 +94%
IF
30
IRON Financial
Illinois
$2.09M +$83.4K +926 +4%
AG
31
Ascent Group
Virginia
$2.02M +$2.14M +23,713 New
Renaissance Technologies
32
Renaissance Technologies
New York
$2M +$1.36M +15,100 +222%
BIP
33
Blueprint Investment Partners
North Carolina
$1.98M +$1.95M +21,682 New
AWM
34
AE Wealth Management
Kansas
$1.85M +$1.82M +20,208 New
KAS
35
Kestra Advisory Services
Texas
$1.76M +$65.4K +726 +4%
FTUS
36
Flow Traders U.S.
New York
$1.67M -$2.27M -25,214 -58%
MA
37
MAS Advisors
Florida
$1.62M +$1.59M +17,703 New
APA
38
American Portfolios Advisors
New York
$1.55M +$254K +2,817 +20%
CF
39
Centaurus Financial
California
$1.49M +$1.47M +16,307 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.37M -$318K -3,535 -19%
CAN
41
Cetera Advisor Networks
California
$1.34M +$987K +10,955 +298%
BA
42
Bridge Advisory
California
$1.21M -$169K -1,871 -12%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$1.11M -$4.05K -45 -0.4%
PFS
44
Prospera Financial Services
Texas
$962K +$948K +10,531 New
AAS
45
Avantax Advisory Services
Texas
$934K +$42.1K +467 +5%
PA
46
PFG Advisors
Arizona
$870K +$347K +3,848 +68%
CFD
47
Creative Financial Designs
Indiana
$664K +$144K +1,604 +28%
ARIS
48
Advanced Research Investment Solutions
California
$663K +$360K +3,999 +124%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$655K +$40K +444 +7%
PAG
50
Private Advisor Group
New Jersey
$650K +$101K +1,117 +19%