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

112 hedge funds and large institutions have $716M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more capital invested

Capital invested by funds: $711M → $716M (+$4.61M)

0.47% more ownership

Funds ownership: 62.51%62.98% (+0.47%)

0% more funds holding

Funds holding: 112112 (0)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
112
Holders Change
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
11
Increased
46
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FT
51
Fiduciary Trust
Massachusetts
$810K -$86.5K -1,650 -10%
JP Morgan Chase
52
JP Morgan Chase
New York
$790K +$341K +6,507 +75%
AP
53
Atwood & Palmer
Missouri
$745K -$57.7K -1,100 -7%
PFA
54
Pure Financial Advisors
California
$738K -$28.9K -551 -4%
FEG
55
Financial Enhancement Group
Indiana
$684K -$1.21M -23,059 -64%
AA
56
Advisory Alpha
Michigan
$659K -$510K -9,734 -44%
DCM
57
Dimension Capital Management
Florida
$593K +$597K +11,376 New
SS
58
Simplicity Solutions
Minnesota
$494K +$16.4K +312 +3%
WCA
59
Westover Capital Advisors
Delaware
$489K +$1.63K +31 +0.3%
GAM
60
Gould Asset Management
California
$417K -$28.8K -550 -6%
DWM
61
Darwin Wealth Management
Florida
$402K +$56.4K +1,075 +16%
CAM
62
Concorde Asset Management
Michigan
$312K +$314K +5,981 New
ATC
63
Argent Trust Co
Tennessee
$308K
BHB
64
Bank Hapoalim BM
Israel
$308K
SHIM
65
Stone House Investment Management
Pennsylvania
$303K +$3.83K +73 +1%
AI
66
Atria Investments
North Carolina
$301K -$35.5K -676 -11%
EAM
67
Evanson Asset Management
California
$292K +$210 +4 +0.1%
DWM
68
Destination Wealth Management
California
$288K -$2.2K -42 -0.8%
AA
69
Ancora Advisors
Ohio
$284K
WCM
70
Windsor Capital Management
Arizona
$283K +$11.2K +213 +4%
MHS
71
M Holdings Securities
Oregon
$280K +$68.9K +1,314 +32%
BOS
72
Bank of Stockton
California
$260K -$1.37M -26,115 -84%
RPGK
73
Retirement Planning Group (Kansas)
Kansas
$244K -$454K -8,651 -65%
PA
74
Paracle Advisors
Washington
$240K
WS
75
Wedbush Securities
California
$226K +$227K +4,336 New