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PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund

93 hedge funds and large institutions have $768M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2.63% more ownership

Funds ownership: 56.28%58.91% (+2.6%)

1% more funds holding

Funds holding: 9293 (+1)

5% more capital invested

Capital invested by funds: $733M → $768M (+$35.1M)

32% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 38

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.69%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.38%
New
10
Increased
26
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$6.26M +$5.85M +110,352 +1,390%
CMP
27
Courage Miller Partners
Virginia
$5.05M -$173K -3,268 -3%
U
28
UBS
Switzerland
$4.25M -$309K -5,817 -7%
DOA
29
D'Orazio & Associates
Virginia
$4.16M +$1.53M +28,878 +58%
BCI
30
Brinker Capital Investments
Pennsylvania
$3.13M +$879K +16,564 +39%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.65M +$134K +2,535 +5%
MIM
32
Macroview Investment Management
Maryland
$2.56M -$2.63M -49,609 -51%
BCM
33
Bluefin Capital Management
New York
$2.1M +$879K +16,571 +73%
CCM
34
Coldstream Capital Management
Washington
$1.95M -$163K -3,069 -8%
BOS
35
Bank of Stockton
California
$1.79M +$422K +7,952 +31%
AL
36
Aspiriant LLC
California
$1.68M +$1.69M +31,788 New
Ameriprise
37
Ameriprise
Minnesota
$1.64M -$109K -2,048 -6%
BCM
38
Brookstone Capital Management
Illinois
$1.61M +$94.9K +1,789 +6%
AA
39
Alesco Advisors
New York
$1.37M +$17.3K +326 +1%
TAT
40
TD Ameritrade Trust
Colorado
$1.27M -$37.1K -700 -3%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.12M +$42.8K +806 +4%
SG
42
Somerset Group
Minnesota
$953K -$106K -1,990 -10%
OC
43
Oppenheimer & Co
New York
$840K +$146K +2,753 +21%
FWM
44
Focused Wealth Management
New York
$828K -$163K -3,065 -16%
UBS AM
45
UBS AM
Illinois
$826K
Invesco
46
Invesco
Georgia
$822K
PMG
47
ProVise Management Group
Florida
$816K
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$644K -$55.6K -1,049 -8%
WCM
49
Windsor Capital Management
Arizona
$617K -$15.7K -296 -2%
MFS
50
MSI Financial Services
Massachusetts
$615K +$210K +3,964 +52%