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

104 hedge funds and large institutions have $612M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

4.39% less ownership

Funds ownership: 62.98%58.58% (-4.4%)

7% less funds holding

Funds holding: 112104 (-8)

14% less capital invested

Capital invested by funds: $716M → $612M (-$103M)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
104
Holders Change
-8
Holders Change %
-7.14%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
34
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Advisory Alpha
Michigan
$665K +$4.02K +77 +0.6%
CAM
52
Concorde Asset Management
Michigan
$603K +$291K +5,577 +93%
DCM
53
Dimension Capital Management
Florida
$594K
WCA
54
Westover Capital Advisors
Delaware
$591K +$101K +1,942 +21%
PFA
55
Pure Financial Advisors
California
$547K -$191K -3,661 -26%
DWM
56
Darwin Wealth Management
Florida
$477K +$74.4K +1,424 +18%
GAM
57
Gould Asset Management
California
$473K +$55.4K +1,060 +13%
BSWM
58
Boston Standard Wealth Management
Massachusetts
$461K -$366K -7,001 -44%
MFP
59
Mosaic Financial Partners
California
$388K -$829K -15,867 -68%
SS
60
Simplicity Solutions
Minnesota
$361K -$133K -2,542 -27%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$318K +$321K +6,155 New
ATC
62
Argent Trust Co
Tennessee
$308K
DWM
63
Destination Wealth Management
California
$298K +$9.82K +188 +3%
EAM
64
Evanson Asset Management
California
$292K +$52 +1 +0%
WCM
65
Windsor Capital Management
Arizona
$283K
SHIM
66
Stone House Investment Management
Pennsylvania
$281K -$22.2K -425 -7%
AI
67
Atria Investments
North Carolina
$281K -$19.6K -375 -7%
MHS
68
M Holdings Securities
Oregon
$263K -$16.7K -319 -6%
PA
69
Paracle Advisors
Washington
$241K
WS
70
Wedbush Securities
California
$226K
CAM
71
Covenant Asset Management
New Jersey
$223K
BOS
72
Bank of Stockton
California
$208K -$52.2K -1,000 -20%
VA
73
Valmark Advisers
Ohio
$205K -$75.8M -1,452,094 -100%
BP
74
Ballentine Partners
Massachusetts
$200K
EWM
75
Evercore Wealth Management
New York
$167K