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

110 hedge funds and large institutions have $374M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

5% more funds holding

Funds holding: 105110 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.12% less ownership

Funds ownership: 46.97%46.86% (-0.12%)

1% less capital invested

Capital invested by funds: $375M → $374M (-$1.88M)

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
25
Reduced
44
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
26
Ballentine Partners
Massachusetts
$2.09M -$579K -11,293 -22%
AIA
27
Arbor Investment Advisors
North Carolina
$1.98M -$59.5K -1,161 -3%
AA
28
Ancora Advisors
Ohio
$1.8M +$374K +7,288 +27%
GLLW
29
Graves Light Lenhart Wealth
Virginia
$1.47M +$69.6K +1,358 +5%
SPIA
30
Steward Partners Investment Advisory
New York
$1.38M -$41.4K -807 -3%
AGA
31
Arkos Global Advisors
Texas
$1.18M
JP Morgan Chase
32
JP Morgan Chase
New York
$1.13M -$87.4K -1,705 -7%
UBS Group
33
UBS Group
Switzerland
$1.09M -$218K -4,256 -17%
FT
34
Fiduciary Trust
Massachusetts
$1.01M
ZB
35
Zions Bancorporation
Utah
$1.01M -$802K -15,634 -44%
RFC
36
Regions Financial Corp
Alabama
$986K +$19K +370 +2%
Renaissance Technologies
37
Renaissance Technologies
New York
$977K +$273K +5,331 +39%
SWP
38
Strategic Wealth Partners
Ohio
$876K -$10.6K -207 -1%
PG
39
Proffitt & Goodson
Tennessee
$853K -$351K -6,837 -29%
PA
40
Planning Alternatives
Michigan
$800K -$325K -6,347 -29%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$722K -$45.4K -885 -6%
NIA
42
Northstar Investment Advisors
Colorado
$618K -$25.6K -500 -4%
AP
43
Atwood & Palmer
Missouri
$617K -$15.4K -300 -2%
DCM
44
Dimension Capital Management
Florida
$588K
EWA
45
EP Wealth Advisors
California
$549K -$328K -6,399 -38%
PA
46
PFG Advisors
Arizona
$515K -$172K -3,347 -25%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$500K -$86.6K -1,688 -15%
GAM
48
Gould Asset Management
California
$474K +$5.38K +105 +1%
Citadel Advisors
49
Citadel Advisors
Florida
$406K -$348K -6,789 -46%
NAS
50
Nicolet Advisory Services
Wisconsin
$329K +$326K +6,362 New