We are live on ! Find out more
STPZ icon

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

113 hedge funds and large institutions have $357M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 125113 (-12)

10.29% less ownership

Funds ownership: 78.39%68.09% (-10%)

22% less capital invested

Capital invested by funds: $459M → $357M (-$102M)

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 52

Holders
113
Holders Change
-12
Holders Change %
-9.6%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
19
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$2.43M -$1.88M -36,626 -44%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$2.41M -$471K -9,196 -16%
ICG
28
InterOcean Capital Group
Tennessee
$2.32M
Goldman Sachs
29
Goldman Sachs
New York
$1.92M +$687K +13,418 +56%
RVPG
30
Relative Value Partners Group
$1.88M
BSW
31
Buckingham Strategic Wealth
Missouri
$1.84M -$177K -3,447 -9%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.81M -$9.94K -194 -0.6%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.62M -$638K -12,452 -28%
JP Morgan Chase
34
JP Morgan Chase
New York
$1.44M -$72.9K -1,423 -5%
GIA
35
Gladstone Institutional Advisory
Florida
$1.37M +$84.3K +1,646 +7%
CIA
36
Concurrent Investment Advisors
Florida
$1.36M +$744K +14,516 +121%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.29M -$115K -2,244 -8%
EP
38
Essential Planning
New Hampshire
$1.28M
LWA
39
Lantern Wealth Advisors
New York
$1.24M +$89.7K +1,750 +8%
HA
40
Herold Advisors
New York
$1.21M +$61.5K +1,200 +5%
SPIA
41
Steward Partners Investment Advisory
New York
$1.09M -$1.99M -38,768 -65%
SWA
42
Stratos Wealth Advisors
Ohio
$1.02M +$102K +1,982 +11%
AF
43
Allworth Financial
California
$987K -$81.9K -1,599 -8%
FT
44
Fiduciary Trust
Massachusetts
$915K -$38.4K -750 -4%
DWM
45
Destination Wealth Management
California
$913K +$71K +1,386 +8%
BWA
46
Burt Wealth Advisors
Maryland
$866K -$34K -663 -4%
AA
47
Alesco Advisors
New York
$861K
SFS
48
Sowell Financial Services
Arkansas
$853K -$454K -8,854 -35%
MI
49
Motiv8 Investments
Florida
$799K +$254K +4,953 +47%
PA
50
Parkside Advisors
California
$783K -$46.9K -916 -6%