We are live on ! Find out more
STPZ icon

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

94 hedge funds and large institutions have $294M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 9194 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.3% less ownership

Funds ownership: 42.97%41.67% (-1.3%)

6% less capital invested

Capital invested by funds: $312M → $294M (-$17.8M)

39% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 33

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
20
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EP Wealth Advisors
California
$259K -$91.6K -1,750 -26%
EM
52
Excalibur Management
Massachusetts
$256K +$256K +4,880 New
CM
53
Columbus Macro
Pennsylvania
$252K +$252K +4,816 New
BWA
54
Beam Wealth Advisors
Louisiana
$242K +$242K +4,621 New
VA
55
Valmark Advisers
Ohio
$238K +$8.74K +167 +4%
Renaissance Technologies
56
Renaissance Technologies
New York
$236K +$236K +4,500 New
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$233K -$12.1K -232 -5%
LRPA
58
L. Roy Papp & Associates
Arizona
$229K
AG
59
Advisor Group
Arizona
$207K
DI
60
Disciplined Investments
Oklahoma
$154K +$154K +2,937 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$138K
CCM
62
Covington Capital Management
California
$128K
William Blair & Company
63
William Blair & Company
Illinois
$106K
FEG
64
Financial Enhancement Group
Indiana
$98K
BlackRock
65
BlackRock
New York
$93K -$12.5K -238 -12%
ZB
66
Zions Bancorporation
Utah
$89K -$91.5K -1,748 -51%
NCM
67
New Capital Management
Texas
$84K +$576 +11 +0.7%
VCM
68
Versant Capital Management
Arizona
$82K
TL
69
TrueWealth LLC
Georgia
$79K -$53.2K -1,016 -40%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$77K -$73.2K -1,398 -49%
US Bancorp
71
US Bancorp
Minnesota
$74K
PWP
72
Personal Wealth Partners
Minnesota
$61K
CB
73
Community Bank
New York
$55K
PA
74
Parallel Advisors
California
$48K
GRP
75
Global Retirement Partners
California
$38K