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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund

48 hedge funds and large institutions have $86.4M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

4% more funds holding

Funds holding: 4648 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.41% less ownership

Funds ownership: 39.98%35.58% (-4.4%)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

16% less capital invested

Capital invested by funds: $103M → $86.4M (-$16.3M)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
15
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$33.6M -$10.7M -140,413 -25%
WU
2
Wealthsimple US
New York
$11.9M +$5.31M +69,809 +84%
FA
3
Forefront Analytics
Pennsylvania
$9.06M -$6.48M -85,178 -42%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.36M +$4.44M +58,319 +554%
FIM
5
Freedom Investment Management
Connecticut
$2.3M -$324K -4,258 -12%
MML Investors Services
6
MML Investors Services
Massachusetts
$2.19M +$444K +5,831 +26%
SPIA
7
Steward Partners Investment Advisory
New York
$2.17M +$124K +1,635 +6%
AIP
8
Almanack Investment Partners
Pennsylvania
$1.97M -$1.72M -22,605 -47%
Morgan Stanley
9
Morgan Stanley
New York
$1.62M +$171K +2,245 +12%
WWM
10
Western Wealth Management
Colorado
$1.44M +$139K +1,829 +11%
SCA
11
Spearhead Capital Advisors
Florida
$1.42M +$1.39M +18,229 New
SG Americas Securities
12
SG Americas Securities
New York
$1.3M -$148K -1,947 -10%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.25M +$1.22M +16,058 New
FTUS
14
Flow Traders U.S.
New York
$1.14M +$705K +9,271 +174%
AAS
15
Avantax Advisory Services
Texas
$858K +$345K +4,541 +70%
LPL Financial
16
LPL Financial
California
$773K -$168K -2,210 -18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$717K -$5.11M -67,168 -88%
Stifel Financial
18
Stifel Financial
Missouri
$702K -$19.6K -258 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$700K +$8.6K +113 +1%
Citadel Advisors
20
Citadel Advisors
Florida
$627K +$133K +1,742 +28%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$538K -$1.07M -14,052 -67%
FAAS
22
First Allied Advisory Services
California
$471K -$3.73K -49 -0.8%
WC
23
Waterloo Capital
Texas
$461K +$451K +5,922 New
Bank of America
24
Bank of America
North Carolina
$446K +$68.3K +898 +19%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$385K