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

120 hedge funds and large institutions have $453M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.66% more ownership

Funds ownership: 62.04%68.7% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less funds holding

Funds holding: 132120 (-12)

14% less capital invested

Capital invested by funds: $526M → $453M (-$73.7M)

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

48% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 52

Holders
120
Holders Change
-12
Holders Change %
-9.09%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
27
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$3.37M +$46.7K +929 +1%
Stifel Financial
27
Stifel Financial
Missouri
$3.19M +$21.2K +422 +0.7%
SPIA
28
Steward Partners Investment Advisory
New York
$3.15M -$171K -3,407 -5%
Truist Financial
29
Truist Financial
North Carolina
$3.14M -$329K -6,556 -9%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.66M +$378K +7,520 +17%
ICG
31
InterOcean Capital Group
Tennessee
$2.6M +$306K +6,095 +13%
Citadel Advisors
32
Citadel Advisors
Florida
$2.36M -$199K -3,958 -8%
HPM
33
Hudson Portfolio Management
New York
$1.94M +$1.94M +38,663 New
RVPG
34
Relative Value Partners Group
$1.88M -$28.4K -566 -1%
BSW
35
Buckingham Strategic Wealth
Missouri
$1.76M +$122K +2,437 +7%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.72M -$45.1K -897 -3%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.58M -$170K -3,385 -10%
SFS
38
Sowell Financial Services
Arkansas
$1.53M -$14.9M -296,028 -91%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.43M -$607K -12,088 -30%
GIA
40
Gladstone Institutional Advisory
Florida
$1.22M +$78.4K +1,560 +7%
AIA
41
Arbor Investment Advisors
North Carolina
$1.13M +$35.8K +713 +3%
AF
42
Allworth Financial
California
$1.11M -$274K -5,452 -20%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$1.03M -$598K -11,897 -37%
EP
44
Essential Planning
New Hampshire
$994K -$502 -10 -0.1%
MA
45
MAS Advisors
Florida
$904K -$36K -716 -4%
FT
46
Fiduciary Trust
Massachusetts
$898K -$70.6K -1,405 -7%
AA
47
Alesco Advisors
New York
$825K
PA
48
Parkside Advisors
California
$814K -$846K -16,846 -51%
DWM
49
Destination Wealth Management
California
$810K -$46.9K -934 -5%
BCI
50
Brinker Capital Investments
Pennsylvania
$801K -$1.03M -20,490 -56%