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

101 hedge funds and large institutions have $322M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.8% less ownership

Funds ownership: 46.86%43.06% (-3.8%)

8% less funds holding

Funds holding: 110101 (-9)

14% less capital invested

Capital invested by funds: $374M → $322M (-$51.4M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

37% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 35

Holders
101
Holders Change
-9
Holders Change %
-8.18%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
22
Reduced
35
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Destination Wealth Management
California
$292K -$156 -3 -0.1%
LTFS
52
Ladenburg Thalmann Financial Services
Florida
$291K -$10.1K -194 -3%
MCG
53
McCollum Christoferson Group
New York
$282K
ONB
54
Old National Bancorp
Indiana
$279K
PA
55
Paracle Advisors
Washington
$243K
DWM
56
Darwin Wealth Management
Florida
$234K -$6.98K -134 -3%
OFS
57
OneAscent Financial Services
Alabama
$231K +$229K +4,392 New
VA
58
Valmark Advisers
Ohio
$230K +$1.46K +28 +0.6%
LRPA
59
L. Roy Papp & Associates
Arizona
$230K +$228K +4,372 New
AG
60
Advisor Group
Arizona
$208K
ZB
61
Zions Bancorporation
Utah
$192K -$826K -15,875 -81%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$182K
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$138K +$23.4K +450 +21%
TL
64
TrueWealth LLC
Georgia
$133K
CCM
65
Covington Capital Management
California
$129K
BlackRock
66
BlackRock
New York
$117K -$41.9K -804 -27%
William Blair & Company
67
William Blair & Company
Illinois
$107K -$3.38K -65 -3%
FANJ
68
Financial Architects (New Jersey)
New Jersey
$101K +$99.4K +1,910 New
FEG
69
Financial Enhancement Group
Indiana
$98K
GSWM
70
Golden State Wealth Management
California
$85K
NCM
71
New Capital Management
Texas
$84K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$83K -$8.17K -157 -9%
VCM
73
Versant Capital Management
Arizona
$82K +$3.9K +75 +5%
RCAG
74
Rehmann Capital Advisory Group
Michigan
$79.2K
US Bancorp
75
US Bancorp
Minnesota
$75K