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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
BCM
51
Beaumont Capital Management
Massachusetts
$550K -$86.5K -960 -14%
AAM
52
Advisors Asset Management
Colorado
$545K +$29.8K +331 +6%
AC
53
Addison Capital
Pennsylvania
$501K +$122K +1,351 +33%
IP
54
Ignite Planners
California
$450K +$481K +5,345 New
WS
55
Wedbush Securities
California
$429K
HI
56
Harbour Investments
Wisconsin
$403K -$31.2K -346 -7%
W
57
WealthOne
New York
$393K +$3.78K +42 +1%
HI
58
Hudock Inc
Pennsylvania
$391K -$120K -1,328 -24%
MBT
59
Montecito Bank & Trust
California
$359K +$3.87K +43 +1%
AFP
60
Ausdal Financial Partners
Iowa
$353K +$29.5K +328 +9%
Lido Advisors
61
Lido Advisors
California
$345K +$69.4K +771 +26%
WIP
62
WealthCare Investment Partners
Rhode Island
$333K +$328K +3,644 New
LNC
63
Lincoln National Corp
Pennsylvania
$304K +$299K +3,325 New
VVP
64
Venture Visionary Partners
Ohio
$290K +$90 +1 +0%
BAM
65
Belpointe Asset Management
Nevada
$289K +$285K +3,169 New
VCWA
66
Vanguard Capital Wealth Advisors
Colorado
$284K +$303K +3,361 +108%
ASN
67
Advisory Services Network
Georgia
$255K +$90 +1 +0%
Citigroup
68
Citigroup
New York
$243K -$6.75K -75 -3%
BFA
69
Beaumont Financial Advisors
Massachusetts
$238K -$4.86K -54 -2%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$216K -$4.02M -44,688 -95%
MWM
71
MBE Wealth Management
Wisconsin
$208K +$206K +2,282 New
Bessemer Group
72
Bessemer Group
New Jersey
$189K
TFGT
73
TS Financial Group (TSFG)
Illinois
$55K +$54K +600 New
US Bancorp
74
US Bancorp
Minnesota
$50K +$46.1K +512 +1,463%
CIAS
75
Capital Investment Advisory Services
North Carolina
$41K