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

91 hedge funds and large institutions have $639M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

7% less funds holding

Funds holding: 9891 (-7)

9.79% less ownership

Funds ownership: 68.54%58.75% (-9.8%)

30% less capital invested

Capital invested by funds: $916M → $639M (-$278M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

41% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 41

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
2.43%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
9
Increased
24
Reduced
41
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG
51
Somerset Group
Minnesota
$616K -$168K -3,233 -21%
US Bancorp
52
US Bancorp
Minnesota
$592K -$5.19K -100 -0.9%
OC
53
Oarsman Capital
Wisconsin
$560K +$28.4K +547 +5%
CG
54
Colony Group
Massachusetts
$547K +$54K +1,040 +11%
FIG
55
Fusion Investment Group
Pennsylvania
$546K +$18K +346 +3%
Invesco
56
Invesco
Georgia
$543K
SFPM
57
Sensible Financial Planning & Management
Massachusetts
$506K -$638K -12,297 -56%
Citadel Advisors
58
Citadel Advisors
Florida
$427K +$427K +8,219 New
PMG
59
ProVise Management Group
Florida
$421K -$6.8K -131 -2%
FIM
60
Freedom Investment Management
Connecticut
$393K -$66.4K -1,280 -14%
FAAS
61
First Allied Advisory Services
California
$370K +$155K +2,980 +71%
TYCC
62
Texas Yale Capital Corp
Florida
$366K
WCM
63
Windsor Capital Management
Arizona
$363K -$44.1K -850 -11%
ATC
64
Argent Trust Co
Tennessee
$316K +$316K +6,095 New
EAM
65
Evanson Asset Management
California
$290K -$3.63K -70 -1%
SGAM
66
Steinberg Global Asset Management
Florida
$253K -$51.9K -1,000 -17%
MHS
67
M Holdings Securities
Oregon
$245K
PA
68
Paracle Advisors
Washington
$239K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$225K +$208K +4,003 +1,235%
Citigroup
70
Citigroup
New York
$221K +$105K +2,031 +91%
ALA
71
Atherton Lane Advisers
California
$215K -$222K -4,285 -51%
CI
72
CAZ Investments
Texas
$202K
EWM
73
Evercore Wealth Management
New York
$166K +$166K +3,200 New
AA
74
Advisory Alpha
Michigan
$138K +$14.9K +288 +12%
KA
75
Klingman & Associates
New York
$117K