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

96 hedge funds and large institutions have $900M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

20% more funds holding

Funds holding: 8096 (+16)

17% more capital invested

Capital invested by funds: $767M → $900M (+$133M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6.66% more ownership

Funds ownership: 57.37%64.03% (+6.7%)

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
2.79%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
19
Increased
36
Reduced
26
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
51
KMS Financial Services
Washington
$605K +$112K +2,100 +22%
US Bancorp
52
US Bancorp
Minnesota
$599K +$606K +11,400 New
FIM
53
Freedom Investment Management
Connecticut
$568K +$21.5K +405 +4%
PMG
54
ProVise Management Group
Florida
$550K +$319 +6 +0.1%
FIG
55
Fusion Investment Group
Pennsylvania
$534K +$851 +16 +0.2%
ALA
56
Atherton Lane Advisers
California
$521K -$209K -3,935 -28%
OC
57
Oarsman Capital
Wisconsin
$500K +$36.4K +685 +8%
CG
58
Colony Group
Massachusetts
$499K +$505K +9,500 New
WCM
59
Windsor Capital Management
Arizona
$486K -$27.6K -519 -5%
AL
60
Aspiriant LLC
California
$476K -$848K -15,955 -64%
JP Morgan Chase
61
JP Morgan Chase
New York
$468K +$473K +8,902 New
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$462K -$100K -1,890 -18%
PI
63
Placemark Investments
Illinois
$459K +$237K +4,465 +105%
SGAM
64
Steinberg Global Asset Management
Florida
$445K +$638 +12 +0.1%
ECAM
65
East Coast Asset Management
Massachusetts
$381K -$148K -2,780 -28%
LNB
66
Ledyard National Bank
$381K +$362K +6,800 +1,514%
TYCC
67
Texas Yale Capital Corp
Florida
$370K
Jane Street
68
Jane Street
New York
$345K +$349K +6,559 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$329K
AT
70
Arden Trust
Delaware
$320K
EAM
71
Evanson Asset Management
California
$297K +$160 +3 +0.1%
VFS
72
VSR Financial Services
Kansas
$269K -$45.9K -864 -14%
PA
73
Paracle Advisors
Washington
$242K +$246K +4,619 New
CBU
74
CIBC Bank USA
Illinois
$236K
SI
75
SII Investments
Wisconsin
$228K +$231K +4,336 New