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

90 hedge funds and large institutions have $387M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.05% more ownership

Funds ownership: 57.01%61.05% (+4%)

5% more capital invested

Capital invested by funds: $369M → $387M (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 10090 (-10)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
90
Holders Change
-10
Holders Change %
-10%
% 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
6
Increased
25
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
26
Graves Light Lenhart Wealth
Virginia
$1.43M -$19.6K -372 -1%
SFM
27
Signet Financial Management
New Jersey
$1.36M -$47.1K -894 -3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.25M +$1.24M +23,456 New
JP Morgan Chase
29
JP Morgan Chase
New York
$1.23M +$29.6K +562 +2%
SPIA
30
Steward Partners Investment Advisory
New York
$1.22M -$17.7K -336 -1%
UBS Group
31
UBS Group
Switzerland
$1.02M +$33.2K +630 +3%
FT
32
Fiduciary Trust
Massachusetts
$951K
AGA
33
Arkos Global Advisors
Texas
$950K -$336K -6,378 -26%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$876K -$42.5K -807 -5%
MFAM
35
M Financial Asset Management
Oregon
$822K -$15.5K -295 -2%
DWM
36
Destination Wealth Management
California
$758K +$211K +4,000 +39%
CMP
37
Courage Miller Partners
Virginia
$735K
HHRDM
38
H&H Retirement Design & Management
Nevada
$725K -$96.6K -1,835 -12%
AIA
39
Arbor Investment Advisors
North Carolina
$672K -$797K -15,143 -55%
DCM
40
Dimension Capital Management
Florida
$605K
PPW
41
Pasadena Private Wealth
California
$480K +$73.9K +1,403 +18%
Osaic Holdings
42
Osaic Holdings
Arizona
$449K +$33.4K +635 +8%
TPCW
43
TD Private Client Wealth
New York
$434K +$49.3K +937 +13%
GAM
44
Gould Asset Management
California
$420K +$527 +10 +0.1%
PA
45
PFG Advisors
Arizona
$368K +$51.5K +978 +16%
AP
46
Atwood & Palmer
Missouri
$363K
LWA
47
LWS Wealth Advisors
New Jersey
$308K -$527 -10 -0.2%
EAM
48
Evanson Asset Management
California
$299K +$211 +4 +0.1%
ONB
49
Old National Bancorp
Indiana
$282K
OPS
50
Orion Portfolio Solutions
Nebraska
$279K +$82.5K +1,566 +43%