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

100 hedge funds and large institutions have $672M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more funds holding

Funds holding: 89100 (+11)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0.44% more ownership

Funds ownership: 63.08%63.52% (+0.44%)

0% more capital invested

Capital invested by funds: $669M → $672M (+$2.76M)

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
14
Increased
31
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Destination Wealth Management
California
$446K -$93.3K -1,774 -17%
PFA
52
Pure Financial Advisors
California
$434K +$33.2K +632 +8%
Allianz Asset Management
53
Allianz Asset Management
Germany
$421K +$420K +7,993 New
BOS
54
Bank of Stockton
California
$411K
FAAS
55
First Allied Advisory Services
California
$390K +$8.57K +163 +2%
TYCC
56
Texas Yale Capital Corp
Florida
$371K
Invesco
57
Invesco
Georgia
$358K -$62.4K -1,187 -15%
M&T Bank
58
M&T Bank
New York
$337K +$84K +1,598 +33%
MHS
59
M Holdings Securities
Oregon
$321K +$26.5K +504 +9%
BHB
60
Bank Hapoalim BM
Israel
$311K
ATC
61
Argent Trust Co
Tennessee
$311K +$19.3K +368 +7%
EAM
62
Evanson Asset Management
California
$294K +$158 +3 +0.1%
PA
63
Paracle Advisors
Washington
$243K +$243K +4,619 New
IA
64
IFP Advisors
Florida
$239K -$30.7K -584 -11%
SS
65
Simplicity Solutions
Minnesota
$230K +$229K +4,356 New
CNBT
66
Canandaigua National Bank & Trust
New York
$219K
Ameriprise
67
Ameriprise
Minnesota
$214K +$213K +4,059 New
Bank of New York Mellon
68
Bank of New York Mellon
New York
$213K -$24.2K -460 -10%
JP Morgan Chase
69
JP Morgan Chase
New York
$211K
FTUS
70
Flow Traders U.S.
New York
$185K +$184K +3,506 New
MFS
71
MSI Financial Services
Massachusetts
$180K +$12.9K +245 +8%
EWM
72
Evercore Wealth Management
New York
$169K
SFPM
73
Sensible Financial Planning & Management
Massachusetts
$163K +$421 +8 +0.3%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$162K -$4.1K -78 -2%
AA
75
Advisory Alpha
Michigan
$156K +$7.36K +140 +5%