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

94 hedge funds and large institutions have $294M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 9194 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.3% less ownership

Funds ownership: 42.97%41.67% (-1.3%)

6% less capital invested

Capital invested by funds: $312M → $294M (-$17.8M)

39% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 33

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
20
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
26
Graves Light Lenhart Wealth
Virginia
$1.44M
Citadel Advisors
27
Citadel Advisors
Florida
$1.42M -$1.19M -22,709 -46%
RFC
28
Regions Financial Corp
Alabama
$1.35M +$257K +4,905 +23%
SPIA
29
Steward Partners Investment Advisory
New York
$1.35M -$22.1K -422 -2%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.31M +$164K +3,135 +14%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.21M +$93.9K +1,793 +8%
AGA
32
Arkos Global Advisors
Texas
$1.2M
FT
33
Fiduciary Trust
Massachusetts
$937K +$27.8K +530 +3%
UBS Group
34
UBS Group
Switzerland
$897K -$10.4K -199 -1%
PG
35
Proffitt & Goodson
Tennessee
$852K -$7.17K -137 -0.8%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$836K +$59.1K +1,129 +8%
CMP
37
Courage Miller Partners
Virginia
$749K
DCM
38
Dimension Capital Management
Florida
$596K
DWM
39
Destination Wealth Management
California
$548K +$17.5K +334 +3%
MFAM
40
M Financial Asset Management
Oregon
$535K +$45.7K +872 +9%
SWP
41
Strategic Wealth Partners
Ohio
$497K -$93.6K -1,787 -16%
TPCW
42
TD Private Client Wealth
New York
$446K +$446K +8,509 New
GAM
43
Gould Asset Management
California
$430K -$8.9K -170 -2%
PA
44
PFG Advisors
Arizona
$377K -$23K -440 -6%
AP
45
Atwood & Palmer
Missouri
$363K -$78.5K -1,500 -18%
LWA
46
LWS Wealth Advisors
New Jersey
$307K +$307K +5,869 New
EAM
47
Evanson Asset Management
California
$294K +$209 +4 +0.1%
MCG
48
McCollum Christoferson Group
New York
$278K -$2.09K -40 -0.7%
ONB
49
Old National Bancorp
Indiana
$277K
PA
50
Planning Alternatives
Michigan
$267K -$135K -2,585 -34%