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

93 hedge funds and large institutions have $768M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

2.63% more ownership

Funds ownership: 56.28%58.91% (+2.6%)

1% more funds holding

Funds holding: 9293 (+1)

5% more capital invested

Capital invested by funds: $733M → $768M (+$35.1M)

32% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 38

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.69%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.38%
New
10
Increased
26
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$611K +$34.1K +642 +6%
FIM
52
Freedom Investment Management
Connecticut
$572K -$193K -3,648 -25%
KFS
53
KMS Financial Services
Washington
$552K -$57.9K -1,092 -9%
ECAM
54
East Coast Asset Management
Massachusetts
$544K -$2.12K -40 -0.4%
FIG
55
Fusion Investment Group
Pennsylvania
$537K -$85.7K -1,616 -14%
LWI
56
Long Wharf Investors
Massachusetts
$503K
VFS
57
VSR Financial Services
Kansas
$497K -$77.5K -1,461 -13%
OC
58
Oarsman Capital
Wisconsin
$455K +$28K +528 +7%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$454K +$455K +8,576 New
SGAM
60
Steinberg Global Asset Management
Florida
$448K -$106K -2,000 -19%
TYCC
61
Texas Yale Capital Corp
Florida
$373K
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$366K -$3.77K -71 -1%
VKH
63
Virtu KCG Holdings
New York
$362K +$363K +6,835 New
BIT
64
BlackRock Institutional Trust
California
$357K +$358K +6,748 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$331K
AT
66
Arden Trust
Delaware
$323K
FA
67
FDx Advisors
Illinois
$315K +$86.9K +1,638 +38%
EAM
68
Evanson Asset Management
California
$299K
MHS
69
M Holdings Securities
Oregon
$250K -$25.1K -473 -9%
PI
70
Placemark Investments
Illinois
$245K +$246K +4,642 New
CBU
71
CIBC Bank USA
Illinois
$238K
Citadel Advisors
72
Citadel Advisors
Florida
$236K +$236K +4,458 New
WS
73
Wedbush Securities
California
$214K -$3.71K -70 -2%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$204K -$32.5K -612 -14%
B
75
Baird
Wisconsin
$200K -$63.6K -1,200 -24%