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

91 hedge funds and large institutions have $676M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

2.34% more ownership

Funds ownership: 61.53%63.87% (+2.3%)

2% more funds holding

Funds holding: 8991 (+2)

2% more capital invested

Capital invested by funds: $662M → $676M (+$14.3M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

53% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 40

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
10
Increased
19
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
51
Texas Yale Capital Corp
Florida
$369K
CAM
52
Cypress Asset Management
Texas
$314K +$310K +6,000 New
EAM
53
Evanson Asset Management
California
$292K
ATC
54
Argent Trust Co
Tennessee
$290K
PMG
55
ProVise Management Group
Florida
$256K -$34.3K -665 -12%
PA
56
Paracle Advisors
Washington
$241K
CNBT
57
Canandaigua National Bank & Trust
New York
$217K
MHS
58
M Holdings Securities
Oregon
$212K -$35.2K -681 -14%
WCM
59
Windsor Capital Management
Arizona
$211K -$31K -600 -13%
JP Morgan Chase
60
JP Morgan Chase
New York
$209K
VFA
61
Voya Financial Advisors
Connecticut
$208K +$205K +3,975 New
ASN
62
Advisory Services Network
Georgia
$190K +$89.8K +1,740 +92%
SFPM
63
Sensible Financial Planning & Management
Massachusetts
$171K -$1.29K -25 -0.8%
EWM
64
Evercore Wealth Management
New York
$168K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$168K +$5.16K +100 +3%
MFS
66
MSI Financial Services
Massachusetts
$166K +$28.1K +544 +21%
AA
67
Advisory Alpha
Michigan
$145K +$10.1K +195 +8%
KA
68
Klingman & Associates
New York
$118K
US Bancorp
69
US Bancorp
Minnesota
$110K -$322K -6,232 -75%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$92K
WAM
71
Wealthspire Advisors (Maryland)
Maryland
$63K
AIG
72
American International Group
New York
$56K +$51.8K +1,004 +1,594%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$48K +$47.5K +920 New
SBL
74
Sargent Bickham Lagudis
Colorado
$44K +$43.6K +844 New
CK
75
Carnick & Kubik
Colorado
$44K +$43.9K +850 New