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

114 hedge funds and large institutions have $398M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

29% more capital invested

Capital invested by funds: $310M → $398M (+$88.6M)

18.35% more ownership

Funds ownership: 64.66%83% (+18%)

7% more funds holding

Funds holding: 107114 (+7)

36% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 42

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
27
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$2.42M -$233K -4,433 -9%
Truist Financial
27
Truist Financial
North Carolina
$2.12M -$331K -6,312 -13%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$1.92M -$2.4M -45,727 -55%
Kovitz Investment Group Partners
29
Kovitz Investment Group Partners
Illinois
$1.88M -$12.7K -242 -0.7%
CIA
30
Concurrent Investment Advisors
Florida
$1.85M +$65.4K +1,247 +4%
HA
31
Herold Advisors
New York
$1.63M +$235K +4,484 +17%
LWA
32
Lantern Wealth Advisors
New York
$1.63M +$235K +4,484 +17%
Jane Street
33
Jane Street
New York
$1.61M -$1.06M -20,123 -39%
HPM
34
Hudson Portfolio Management
New York
$1.59M -$16.3K -310 -1%
SF
35
Summit Financial
New Jersey
$1.15M +$31.8K +605 +3%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.15M -$506K -9,635 -30%
SPIA
37
Steward Partners Investment Advisory
New York
$1.02M -$51K -972 -5%
DWM
38
Destination Wealth Management
California
$983K +$85.5K +1,630 +9%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$970K -$1.03M -19,686 -51%
FT
40
Fiduciary Trust
Massachusetts
$922K
AA
41
Alesco Advisors
New York
$874K
ES
42
Eagle Strategies
New York
$804K +$807K +15,381 New
BWA
43
Burt Wealth Advisors
Maryland
$784K -$1.57K -30 -0.2%
MI
44
Motiv8 Investments
Florida
$781K -$92.8K -1,769 -11%
AF
45
Allworth Financial
California
$749K -$23.4K -445 -3%
MML Investors Services
46
MML Investors Services
Massachusetts
$663K -$7.5K -143 -1%
CTWM
47
Cherry Tree Wealth Management
Minnesota
$611K +$42.2K +805 +7%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$606K +$1.94K +37 +0.3%
GAM
49
Gould Asset Management
California
$579K
HWA
50
HMV Wealth Advisors
Louisiana
$557K +$559K +10,655 New