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

148 hedge funds and large institutions have $981M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

12% more capital invested

Capital invested by funds: $876M → $981M (+$106M)

11% more funds holding

Funds holding: 133148 (+15)

2.94% more ownership

Funds ownership: 65.11%68.05% (+2.9%)

Holders
148
Holders Change
+15
Holders Change %
+11.28%
% of All Funds
2.33%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
28
Increased
48
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Bennicas & Associates
California
$10.8M -$38.3K -700 -0.4%
PAG
27
Private Advisor Group
New Jersey
$9.33M -$243K -4,446 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$8.42M +$6.55M +119,563 +342%
AFG
29
Allegheny Financial Group
Pennsylvania
$8.01M +$860K +15,708 +12%
AWA
30
Archvest Wealth Advisors
California
$6.91M -$76.9K -1,404 -1%
Stifel Financial
31
Stifel Financial
Missouri
$6.53M -$2.31M -42,147 -26%
AIP
32
Almanack Investment Partners
Pennsylvania
$6.52M -$4.28M -78,167 -40%
RJA
33
Raymond James & Associates
Florida
$6.32M +$1.95M +35,557 +44%
SPC
34
Sigma Planning Corp
Michigan
$6.09M +$975K +17,802 +19%
PA
35
Parkside Advisors
California
$5.47M -$846K -15,453 -13%
Renaissance Technologies
36
Renaissance Technologies
New York
$5.28M +$580K +10,600 +12%
MWM
37
MTC Wealth Management
Florida
$5.08M +$237K +4,330 +5%
AC
38
Abbrea Capital
California
$4.98M +$20.5K +375 +0.4%
ES
39
Eagle Strategies
New York
$4.29M +$3.53M +64,489 +453%
KF
40
Krilogy Financial
Missouri
$4.28M +$562K +10,270 +15%
CF
41
Centaurus Financial
California
$4.28M +$4.3M +78,505 New
LIG
42
Lokken Investment Group
Delaware
$4.16M +$423K +7,724 +11%
APA
43
American Portfolios Advisors
New York
$4.06M +$471K +8,601 +13%
FEM
44
Fulcrum Equity Management
Texas
$3.56M +$3.57M +65,298 New
CAN
45
Cetera Advisor Networks
California
$3.41M +$935K +17,081 +38%
SPL
46
Smart Portfolios LLC
Washington
$2.44M -$219K -3,993 -8%
MA
47
MAS Advisors
Florida
$2.33M +$139K +2,540 +6%
PA
48
PFG Advisors
Arizona
$2.28M +$831K +15,171 +57%
AWS
49
Atria Wealth Solutions
New York
$2.23M +$2.24M +40,845 New
5L
50
55I LLC
Massachusetts
$2.15M -$730K -13,340 -25%