We are live on ! Find out more
STPZ icon

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

105 hedge funds and large institutions have $632M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

5% more funds holding

Funds holding: 100105 (+5)

4.82% less ownership

Funds ownership: 63.52%58.71% (-4.8%)

6% less capital invested

Capital invested by funds: $672M → $632M (-$39.6M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
18
Increased
37
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Parkside Advisors
California
$3.17M -$3.46M -66,068 -52%
BSWM
27
Boston Standard Wealth Management
Massachusetts
$2.75M -$322K -6,146 -10%
AIA
28
Arbor Investment Advisors
North Carolina
$2.67M -$230K -4,390 -8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.61M +$121K +2,308 +5%
NIA
30
Northstar Investment Advisors
Colorado
$2.46M +$64.5K +1,230 +3%
SPC
31
Sigma Planning Corp
Michigan
$2.27M +$200K +3,820 +10%
MIS
32
Morningstar Investment Services
Illinois
$2.19M +$44K +839 +2%
GA
33
Gateway Advisory
New Jersey
$2.16M -$77.8K -1,483 -3%
VWM
34
Venturi Wealth Management
Texas
$1.86M -$30.3K -577 -2%
MFP
35
Mosaic Financial Partners
California
$1.8M -$32.6K -622 -2%
SGAM
36
Steinberg Global Asset Management
Florida
$1.57M +$1.57M +29,851 New
AP
37
Atwood & Palmer
Missouri
$1.5M -$73.4K -1,400 -5%
RFC
38
Regions Financial Corp
Alabama
$1.37M +$96.8K +1,845 +8%
FEG
39
Financial Enhancement Group
Indiana
$1.3M +$140K +2,676 +12%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$1.29M +$40.3K +768 +3%
BOS
41
Bank of Stockton
California
$1.27M +$859K +16,375 +210%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.23M +$13.5K +258 +1%
BTIS
43
BB&T Investment Services
North Carolina
$1.22M +$1.21M +23,168 New
AA
44
Alesco Advisors
New York
$1.18M +$205K +3,918 +21%
AG
45
Advisor Group
Arizona
$1.15M +$40.9K +779 +4%
TCM
46
Twele Capital Management
Minnesota
$1.11M -$11.5K -220 -1%
AA
47
Advisory Alpha
Michigan
$1.11M +$953K +18,177 +614%
ACP
48
Aveo Capital Partners
Colorado
$1.1M +$1.1M +20,900 New
PFA
49
Pure Financial Advisors
California
$1.08M +$653K +12,444 +151%
FT
50
Fiduciary Trust
Massachusetts
$907K -$28.1K -536 -3%