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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
FFN
51
Focus Financial Network
Minnesota
$270K +$3.93K +73 +2%
AC
52
Addison Capital
Pennsylvania
$233K -$4.25K -79 -2%
TSS
53
Two Sigma Securities
New York
$209K +$208K +3,860 New
ACA
54
Atlas Capital Advisors
Wyoming
$205K +$205K +3,800 New
BWL
55
Bogart Wealth LLC
Virginia
$197K
C
56
Covestor
United Kingdom
$139K
CFGS
57
Concourse Financial Group Securities
Alabama
$108K
Bessemer Group
58
Bessemer Group
New Jersey
$100K -$5.92K -110 -6%
Osaic Holdings
59
Osaic Holdings
Arizona
$98.5K -$21.5K -400 -18%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$95.3K -$102K -1,903 -52%
CFD
61
Creative Financial Designs
Indiana
$65.2K -$4.52K -84 -7%
TIM
62
Tortoise Investment Management
New York
$54.1K
TCCM
63
Timber Creek Capital Management
Massachusetts
$40.3K -$66.4K -1,234 -62%
AF
64
Allworth Financial
California
$32K +$31.3K +581 New
PA
65
Pineridge Advisors
Missouri
$12.1K +$6.84K +127 +132%
IA
66
IFP Advisors
Florida
$11.2K +$215 +4 +2%
Comerica Bank
67
Comerica Bank
Texas
$11K -$29.6K -550 -73%
WWM
68
Wolff Wiese Magana
California
$9.19K
PS
69
Principal Securities
Iowa
$7.79K
CA
70
Continuum Advisory
Idaho
$6.33K
FGAM
71
Financial Gravity Asset Management
Texas
$5.41K -$16.2K -300 -75%
SPIA
72
Steward Partners Investment Advisory
New York
$4.84K -$123K -2,281 -96%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$2K +$54 +1 +3%
RWPA
74
Richard W. Paul & Associates
Michigan
$1.38K +$808 +15 +150%
AssetMark Inc
75
AssetMark Inc
California
$1.24K