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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund

77 hedge funds and large institutions have $182M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

31% more call options, than puts

Call options by funds: $6.32M | Put options by funds: $4.84M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 8077 (-3)

10.01% less ownership

Funds ownership: 35.47%25.46% (-10%)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

31% less capital invested

Capital invested by funds: $262M → $182M (-$80.5M)

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
34
Reduced
21
Closed
12
Calls
$6.32M
Puts
$4.84M
Net Calls
+$1.48M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.27M +$565K +10,494 +81%
AA
27
Ancora Advisors
Ohio
$1.21M
FTUS
28
Flow Traders U.S.
New York
$1.03M +$401K +7,456 +65%
LPL Financial
29
LPL Financial
California
$973K -$75.7K -1,405 -7%
CBC
30
Coombe, Bender & Co
New York
$958K +$25.5K +473 +3%
HF
31
HRT Financial
New York
$923K +$919K +17,071 New
AWM
32
Avior Wealth Management
Nebraska
$892K -$332K -6,170 -27%
Goldman Sachs
33
Goldman Sachs
New York
$865K -$86.2K -1,600 -9%
PAG
34
Private Advisor Group
New Jersey
$854K +$13.9K +259 +2%
FPAS
35
Focus Partners Advisor Solutions
Missouri
$850K +$409K +7,591 +93%
GLR
36
Great Lakes Retirement
Ohio
$654K +$332K +6,168 +104%
AP
37
Aspect Partners
Virginia
$653K +$81.8K +1,520 +14%
MA
38
Mutual Advisors
Nebraska
$600K +$84.5K +1,570 +17%
Creative Planning
39
Creative Planning
Kansas
$600K -$839K -15,573 -58%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$589K +$55.7K +1,035 +10%
ECA
41
Elevated Capital Advisors
Utah
$545K +$542K +10,071 New
IAIM
42
International Assets Investment Management
Florida
$533K -$113K -2,100 -18%
KAS
43
Kestra Advisory Services
Texas
$474K -$146K -2,711 -24%
MA
44
MAS Advisors
Florida
$451K
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$401K -$183K -3,397 -31%
HI
46
Harbour Investments
Wisconsin
$383K
CL
47
CSS LLC
Illinois
$378K +$377K +7,000 New
IA
48
IFG Advisory
Georgia
$309K +$308K +5,716 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$299K -$14.8K -275 -5%
PA
50
Parallel Advisors
California
$293K +$5.71K +106 +2%