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

96 hedge funds and large institutions have $900M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

20% more funds holding

Funds holding: 8096 (+16)

17% more capital invested

Capital invested by funds: $767M → $900M (+$133M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6.66% more ownership

Funds ownership: 57.37%64.03% (+6.7%)

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
2.79%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
19
Increased
36
Reduced
26
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DOA
26
D'Orazio & Associates
Virginia
$5.48M -$32K -602 -0.6%
CMP
27
Courage Miller Partners
Virginia
$4.91M -$12.1K -227 -0.2%
AP
28
Atwood & Palmer
Missouri
$4.27M +$1.55M +29,080 +56%
U
29
UBS
Switzerland
$3.45M -$614K -11,555 -15%
BCM
30
Brookstone Capital Management
Illinois
$2.12M +$71.4K +1,342 +3%
VKH
31
Virtu KCG Holdings
New York
$2.1M +$2.13M +40,029 New
CCM
32
Coldstream Capital Management
Washington
$2.05M +$90K +1,693 +5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.01M +$250K +4,696 +14%
BOS
34
Bank of Stockton
California
$1.78M -$34.1K -641 -2%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$1.62M +$463K +8,703 +39%
PAG
36
Private Advisor Group
New Jersey
$1.59M +$1.61M +30,243 New
MFS
37
MSI Financial Services
Massachusetts
$1.58M +$814K +15,316 +104%
TAT
38
TD Ameritrade Trust
Colorado
$1.31M +$8.61K +162 +0.7%
M&T Bank
39
M&T Bank
New York
$1.24M +$1.26M +23,659 New
AA
40
Alesco Advisors
New York
$1.23M -$42.3K -795 -3%
AI
41
Atria Investments
North Carolina
$1.23M +$1.25M +23,471 New
Ameriprise
42
Ameriprise
Minnesota
$1.11M -$232K -4,364 -17%
SFPM
43
Sensible Financial Planning & Management
Massachusetts
$1.07M +$1.09M +20,440 New
SG
44
Somerset Group
Minnesota
$820K
FWM
45
Focused Wealth Management
New York
$812K -$4.25K -80 -0.5%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$784K +$159K +2,994 +25%
CA
47
Cetera Advisors
Colorado
$762K +$505K +9,504 +191%
OC
48
Oppenheimer & Co
New York
$742K -$92.3K -1,736 -11%
RFC
49
Regions Financial Corp
Alabama
$676K +$484K +9,100 +241%
Invesco
50
Invesco
Georgia
$615K