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

98 hedge funds and large institutions have $393M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

7% more funds holding

Funds holding: 9298 (+6)

0% more capital invested

Capital invested by funds: $392M → $393M (+$299K)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

1.77% less ownership

Funds ownership: 60.83%59.06% (-1.8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
12
Increased
31
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
26
Pacific Capital Wealth Advisors
California
$2.03M
RFC
27
Regions Financial Corp
Alabama
$1.74M +$108K +2,015 +7%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.54M +$243K +4,514 +19%
GLLW
29
Graves Light Lenhart Wealth
Virginia
$1.46M +$54 +1 +0%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.38M +$11.6K +216 +0.9%
Jane Street
31
Jane Street
New York
$1.29M -$11.9M -222,323 -90%
SFM
32
Signet Financial Management
New Jersey
$1.26M -$44.8K -833 -3%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.25M +$468K +8,718 +61%
SPIA
34
Steward Partners Investment Advisory
New York
$1.21M +$4.14K +77 +0.3%
DWM
35
Destination Wealth Management
California
$924K -$83K -1,545 -8%
FT
36
Fiduciary Trust
Massachusetts
$910K -$11.4K -212 -1%
HighTower Advisors
37
HighTower Advisors
Illinois
$789K -$331K -6,165 -30%
CMP
38
Courage Miller Partners
Virginia
$734K -$15.6K -291 -2%
OPS
39
Orion Portfolio Solutions
Nebraska
$672K +$209K +3,894 +46%
OCM
40
Orser Capital Management
Texas
$655K +$650K +12,090 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$637K -$429K -7,987 -40%
AGA
42
Arkos Global Advisors
Texas
$616K -$44K -819 -7%
DCM
43
Dimension Capital Management
Florida
$616K
FS
44
Ferguson Shapiro
Georgia
$616K +$611K +11,367 New
AIA
45
Arbor Investment Advisors
North Carolina
$529K -$79K -1,470 -13%
TPCW
46
TD Private Client Wealth
New York
$527K +$43.4K +808 +9%
PA
47
PFG Advisors
Arizona
$387K -$5.59K -104 -1%
GAM
48
Gould Asset Management
California
$361K -$34.4K -640 -9%
AP
49
Atwood & Palmer
Missouri
$348K -$21.5K -400 -6%
BP
50
Ballentine Partners
Massachusetts
$338K -$622K -11,577 -65%