We are live on ! Find out more
STPZ icon

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

149 hedge funds and large institutions have $1.01B invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

3% more capital invested

Capital invested by funds: $981M → $1.01B (+$25.2M)

1% more funds holding

Funds holding: 148149 (+1)

4.15% less ownership

Funds ownership: 68.05%63.9% (-4.2%)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.51%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
19
Increased
46
Reduced
54
Closed
18
Calls
$560K
Puts
Net Calls
+$560K
Net Calls Change
+$560K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
26
Allegheny Financial Group
Pennsylvania
$8.15M +$475K +8,896 +6%
AIP
27
Almanack Investment Partners
Pennsylvania
$8M +$1.78M +33,403 +28%
PAG
28
Private Advisor Group
New Jersey
$7.76M -$1.23M -22,947 -13%
Stifel Financial
29
Stifel Financial
Missouri
$7.46M +$1.22M +22,853 +19%
AWA
30
Archvest Wealth Advisors
California
$6.63M -$3.04K -57 -0%
BCI
31
Brinker Capital Investments
Pennsylvania
$6.62M -$10.3M -192,544 -60%
SPC
32
Sigma Planning Corp
Michigan
$5.78M -$74.9K -1,403 -1%
Goldman Sachs
33
Goldman Sachs
New York
$5.72M +$5.85M +109,479 New
SPIA
34
Steward Partners Investment Advisory
New York
$5.32M +$3.8M +71,109 +232%
FEM
35
Fulcrum Equity Management
Texas
$4.93M +$1.55M +29,033 +44%
ES
36
Eagle Strategies
New York
$4.89M +$791K +14,809 +19%
AC
37
Abbrea Capital
California
$4.59M -$189K -3,535 -4%
CF
38
Centaurus Financial
California
$4.33M +$228K +4,271 +5%
PA
39
Parkside Advisors
California
$3.85M -$1.43M -26,716 -27%
APA
40
American Portfolios Advisors
New York
$3.77M -$126K -2,350 -3%
LIG
41
Lokken Investment Group
Delaware
$3.66M -$374K -6,998 -9%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.24M -$4.94M -92,484 -60%
Citadel Advisors
43
Citadel Advisors
Florida
$3.09M +$1.4M +26,236 +80%
KF
44
Krilogy Financial
Missouri
$3.03M -$1.1M -20,578 -26%
CAN
45
Cetera Advisor Networks
California
$3M -$281K -5,257 -8%
MA
46
Mutual Advisors
Nebraska
$2.79M +$2.52M +47,170 +767%
PA
47
PFG Advisors
Arizona
$2.57M +$388K +7,262 +17%
MA
48
MAS Advisors
Florida
$2.35M +$123K +2,306 +5%
SPL
49
Smart Portfolios LLC
Washington
$2.3M -$35.6K -667 -1%
AA
50
Alesco Advisors
New York
$2.06M