We are live on ! Find out more
STPZ icon

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

89 hedge funds and large institutions have $662M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.24% more ownership

Funds ownership: 61.29%61.53% (+0.24%)

7% less capital invested

Capital invested by funds: $711M → $662M (-$49.8M)

7% less funds holding

Funds holding: 9689 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

50% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 38

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
9
Increased
19
Reduced
38
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
26
Venturi Wealth Management
Texas
$2.89M +$2.9M +56,340 New
SPC
27
Sigma Planning Corp
Michigan
$2.87M +$461K +8,956 +19%
AP
28
Atwood & Palmer
Missouri
$2.81M
SFM
29
Signet Financial Management
New Jersey
$2.12M +$188K +3,646 +10%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.1M +$122K +2,372 +6%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.7M -$715K -13,903 -30%
FPCP
32
Fort Point Capital Partners
California
$1.65M -$544K -10,580 -25%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.59M +$165K +3,201 +12%
RFC
34
Regions Financial Corp
Alabama
$1.3M -$252K -4,900 -16%
DOA
35
D'Orazio & Associates
Virginia
$1.28M -$189K -3,679 -13%
FT
36
Fiduciary Trust
Massachusetts
$1.03M -$1.24M -24,151 -55%
BCM
37
Brookstone Capital Management
Illinois
$1.01M -$97.2K -1,889 -9%
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$956K -$204K -3,961 -18%
AA
39
Alesco Advisors
New York
$950K +$324K +6,301 +52%
CC
40
Curian Capital
Colorado
$909K -$1.38M -26,784 -60%
IA
41
IFP Advisors
Florida
$806K +$808K +15,709 New
BHB
42
Bank Hapoalim BM
Israel
$785K
VKH
43
Virtu KCG Holdings
New York
$758K -$1.45M -28,126 -66%
OC
44
Oarsman Capital
Wisconsin
$568K -$5.97K -116 -1%
PAG
45
Private Advisor Group
New Jersey
$546K -$59.5K -1,156 -10%
FIG
46
Fusion Investment Group
Pennsylvania
$541K
Ameriprise
47
Ameriprise
Minnesota
$531K -$20.2K -393 -4%
FAAS
48
First Allied Advisory Services
California
$528K +$105K +2,039 +25%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$521K +$522K +10,149 New
CG
50
Colony Group
Massachusetts
$488K