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

100 hedge funds and large institutions have $369M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

26% more capital invested

Capital invested by funds: $294M → $369M (+$75.1M)

15.34% more ownership

Funds ownership: 41.67%57.01% (+15%)

6% more funds holding

Funds holding: 94100 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

25% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 32

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
24
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
26
Regions Financial Corp
Alabama
$1.42M +$80.7K +1,545 +6%
GLLW
27
Graves Light Lenhart Wealth
Virginia
$1.41M -$9.15K -175 -0.6%
SFM
28
Signet Financial Management
New Jersey
$1.37M -$371K -7,108 -21%
AGA
29
Arkos Global Advisors
Texas
$1.25M +$69.8K +1,336 +6%
SPIA
30
Steward Partners Investment Advisory
New York
$1.21M -$131K -2,504 -10%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.17M -$20K -383 -2%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.02M +$1.03M +19,727 New
UBS Group
33
UBS Group
Switzerland
$959K +$74.8K +1,431 +8%
FT
34
Fiduciary Trust
Massachusetts
$925K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$893K +$68.7K +1,314 +8%
PG
36
Proffitt & Goodson
Tennessee
$820K -$20.9K -400 -2%
MFAM
37
M Financial Asset Management
Oregon
$814K +$291K +5,569 +55%
HHRDM
38
H&H Retirement Design & Management
Nevada
$799K +$808K +15,456 New
FTUS
39
Flow Traders U.S.
New York
$746K +$754K +14,422 New
CMP
40
Courage Miller Partners
Virginia
$715K -$24.5K -468 -3%
DCM
41
Dimension Capital Management
Florida
$588K
DWM
42
Destination Wealth Management
California
$530K -$11.3K -216 -2%
CW
43
CreativeOne Wealth
Kansas
$514K +$520K +9,940 New
SWP
44
Strategic Wealth Partners
Ohio
$497K
GAM
45
Gould Asset Management
California
$408K -$17K -325 -4%
Osaic Holdings
46
Osaic Holdings
Arizona
$405K +$408K +7,804 New
PPW
47
Pasadena Private Wealth
California
$400K +$399K +7,628 New
TPCW
48
TD Private Client Wealth
New York
$374K -$67.1K -1,284 -15%
AP
49
Atwood & Palmer
Missouri
$353K -$5.23K -100 -1%
PA
50
PFG Advisors
Arizona
$309K -$65.8K -1,259 -18%