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

91 hedge funds and large institutions have $676M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2.34% more ownership

Funds ownership: 61.53%63.87% (+2.3%)

2% more funds holding

Funds holding: 8991 (+2)

2% more capital invested

Capital invested by funds: $662M → $676M (+$14.3M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

53% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 40

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
10
Increased
19
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
Gateway Advisory
New Jersey
$2.68M -$1.35M -26,161 -34%
MFP
27
Mosaic Financial Partners
California
$2.44M -$1.23M -23,750 -34%
SFM
28
Signet Financial Management
New Jersey
$2.27M +$101K +1,964 +5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.1M -$46.3K -897 -2%
AP
30
Atwood & Palmer
Missouri
$1.68M -$1.17M -22,635 -41%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.66M -$67.1K -1,300 -4%
FPCP
32
Fort Point Capital Partners
California
$1.62M -$68.5K -1,327 -4%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.56M -$61.4K -1,189 -4%
HCM
34
Horan Capital Management
Maryland
$1.45M +$1.43M +27,634 New
RFC
35
Regions Financial Corp
Alabama
$1.24M -$89.5K -1,733 -7%
TCM
36
Twele Capital Management
Minnesota
$1.18M -$4.45M -86,232 -79%
VKH
37
Virtu KCG Holdings
New York
$1.1M +$323K +6,257 +42%
FT
38
Fiduciary Trust
Massachusetts
$1.04M -$12.3K -239 -1%
AA
39
Alesco Advisors
New York
$937K -$30.9K -599 -3%
RPGK
40
Retirement Planning Group (Kansas)
Kansas
$921K -$53.3K -1,033 -6%
DOA
41
D'Orazio & Associates
Virginia
$917K -$382K -7,401 -30%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$880K +$343K +6,652 +66%
BCM
43
Brookstone Capital Management
Illinois
$782K -$248K -4,798 -24%
GAM
44
Gould Asset Management
California
$458K -$9.55K -185 -2%
Invesco
45
Invesco
Georgia
$436K -$16.2K -314 -4%
PFA
46
Pure Financial Advisors
California
$428K +$423K +8,187 New
FAAS
47
First Allied Advisory Services
California
$426K -$110K -2,131 -21%
Ameriprise
48
Ameriprise
Minnesota
$410K -$130K -2,511 -24%
BHB
49
Bank Hapoalim BM
Israel
$409K
BOS
50
Bank of Stockton
California
$408K -$20.7K -400 -5%