We are live on ! Find out more
STPZ icon

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

105 hedge funds and large institutions have $375M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 103105 (+2)

1.08% more ownership

Funds ownership: 45.89%46.97% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

1% less capital invested

Capital invested by funds: $380M → $375M (-$4.12M)

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
31
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
51
Focused Wealth Management
New York
$343K -$165K -3,231 -32%
MHS
52
M Holdings Securities
Oregon
$300K +$93.9K +1,842 +45%
EAM
53
Evanson Asset Management
California
$285K +$102 +2 +0%
MCG
54
McCollum Christoferson Group
New York
$282K -$3.06K -60 -1%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$277K -$201K -3,936 -42%
DWM
56
Destination Wealth Management
California
$273K
ONB
57
Old National Bancorp
Indiana
$269K
DWM
58
Darwin Wealth Management
Florida
$265K -$25.3K -496 -9%
PS
59
Portfolio Solutions
Michigan
$250K +$251K +4,922 New
PA
60
Paracle Advisors
Washington
$234K
MML Investors Services
61
MML Investors Services
Massachusetts
$230K +$17.9K +352 +8%
VA
62
Valmark Advisers
Ohio
$221K +$4.95K +97 +2%
CAM
63
Covenant Asset Management
New Jersey
$220K
WCM
64
Windsor Capital Management
Arizona
$219K -$222K -4,347 -50%
AG
65
Advisor Group
Arizona
$201K +$10.8K +212 +6%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$194K -$45.9K -900 -19%
TL
67
TrueWealth LLC
Georgia
$128K
CCM
68
Covington Capital Management
California
$125K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$111K +$21.4K +420 +24%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$109K +$23.9K +468 +28%
William Blair & Company
71
William Blair & Company
Illinois
$107K -$51.3K -1,007 -32%
FEG
72
Financial Enhancement Group
Indiana
$96K
NCM
73
New Capital Management
Texas
$81K +$357 +7 +0.4%
VCM
74
Versant Capital Management
Arizona
$76K
US Bancorp
75
US Bancorp
Minnesota
$71K