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

103 hedge funds and large institutions have $380M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

5% more funds holding

Funds holding: 98103 (+5)

0.17% more ownership

Funds ownership: 45.72%45.89% (+0.17%)

0% more capital invested

Capital invested by funds: $379M → $380M (+$605K)

38% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 39

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
12
Increased
24
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
Abbrea Capital
California
$2.44M -$3.88M -75,524 -61%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.29M +$2.05M +39,882 +858%
PA
28
Planning Alternatives
Michigan
$2.13M -$1.04M -20,295 -33%
AIA
29
Arbor Investment Advisors
North Carolina
$1.89M -$194K -3,782 -9%
APA
30
American Portfolios Advisors
New York
$1.5M +$28.7K +559 +2%
EWA
31
EP Wealth Advisors
California
$1.34M +$1.34M +26,153 New
JP Morgan Chase
32
JP Morgan Chase
New York
$1.26M -$179K -3,488 -12%
UBS Group
33
UBS Group
Switzerland
$1.24M -$183K -3,559 -13%
RFC
34
Regions Financial Corp
Alabama
$1.22M +$39.8K +775 +3%
SWP
35
Strategic Wealth Partners
Ohio
$880K -$4.32K -84 -0.5%
AA
36
Ancora Advisors
Ohio
$792K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$764K +$22.5K +438 +3%
PA
38
PFG Advisors
Arizona
$717K -$8.79K -171 -1%
AP
39
Atwood & Palmer
Missouri
$648K -$7.71K -150 -1%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$613K -$25.5K -496 -4%
Renaissance Technologies
41
Renaissance Technologies
New York
$611K -$627K -12,200 -51%
DCM
42
Dimension Capital Management
Florida
$584K
FT
43
Fiduciary Trust
Massachusetts
$548K -$20.6K -400 -4%
FWM
44
Focused Wealth Management
New York
$512K -$67.1K -1,305 -12%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$482K -$301K -5,849 -38%
GAM
46
Gould Asset Management
California
$471K +$3.34K +65 +0.7%
WCM
47
Windsor Capital Management
Arizona
$444K +$209K +4,072 +89%
PFA
48
Pure Financial Advisors
California
$428K +$429K +8,349 New
AA
49
Alesco Advisors
New York
$366K -$150K -2,913 -29%
CCM
50
Crabel Capital Management
California
$311K +$311K +6,054 New