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

110 hedge funds and large institutions have $374M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

5% more funds holding

Funds holding: 105110 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.12% less ownership

Funds ownership: 46.97%46.86% (-0.12%)

1% less capital invested

Capital invested by funds: $375M → $374M (-$1.88M)

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
25
Reduced
44
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
51
M Holdings Securities
Oregon
$308K +$3.13K +61 +1%
KLC
52
Knowledge Leaders Capital
Colorado
$297K +$294K +5,736 New
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$296K +$13.4K +261 +5%
MFAM
54
M Financial Asset Management
Oregon
$294K +$259K +5,048 +799%
EAM
55
Evanson Asset Management
California
$290K +$51 +1 +0%
DWM
56
Destination Wealth Management
California
$288K +$9.95K +194 +4%
MCG
57
McCollum Christoferson Group
New York
$277K -$10K -195 -4%
ONB
58
Old National Bancorp
Indiana
$274K
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$258K +$256K +4,985 New
PA
60
Paracle Advisors
Washington
$238K
DWM
61
Darwin Wealth Management
Florida
$237K -$32K -624 -12%
MML Investors Services
62
MML Investors Services
Massachusetts
$234K +$51 +1 +0%
VA
63
Valmark Advisers
Ohio
$224K +$103 +2 +0%
CAM
64
Covenant Asset Management
New Jersey
$221K
WCM
65
Windsor Capital Management
Arizona
$204K -$19K -370 -9%
AG
66
Advisor Group
Arizona
$204K -$1.33K -26 -0.7%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$178K -$18.7K -365 -10%
BlackRock
68
BlackRock
New York
$156K -$5.57M -108,656 -97%
TL
69
TrueWealth LLC
Georgia
$131K
CCM
70
Covington Capital Management
California
$127K
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$113K
William Blair & Company
72
William Blair & Company
Illinois
$108K
FEG
73
Financial Enhancement Group
Indiana
$97K
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$89K -$21K -410 -19%
GSWM
75
Golden State Wealth Management
California
$84K +$83.1K +1,621 New