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

90 hedge funds and large institutions have $387M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.05% more ownership

Funds ownership: 57.01%61.05% (+4%)

5% more capital invested

Capital invested by funds: $369M → $387M (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 10090 (-10)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
90
Holders Change
-10
Holders Change %
-10%
% 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
6
Increased
25
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$256K -$3.82M -72,567 -94%
CM
52
Columbus Macro
Pennsylvania
$256K
EM
53
Excalibur Management
Massachusetts
$254K
MCG
54
McCollum Christoferson Group
New York
$242K -$61.1K -1,160 -20%
LRPA
55
L. Roy Papp & Associates
Arizona
$233K
MIS
56
Morningstar Investment Services
Illinois
$231K
BWA
57
Beam Wealth Advisors
Louisiana
$213K +$210K +3,987 New
PP
58
PrairieView Partners
Minnesota
$179K
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$140K
DI
60
Disciplined Investments
Oklahoma
$132K
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$120K -$10.5K -200 -8%
SFS
62
Sowell Financial Services
Arkansas
$104K +$103K +1,960 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$101K +$105 +2 +0.1%
FEG
64
Financial Enhancement Group
Indiana
$99K
NCM
65
New Capital Management
Texas
$87K
TL
66
TrueWealth LLC
Georgia
$80K
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$76K +$75K +1,425 New
US Bancorp
68
US Bancorp
Minnesota
$74K
William Blair & Company
69
William Blair & Company
Illinois
$58K -$49.8K -945 -47%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$57K -$184K -3,503 -77%
GRP
71
Global Retirement Partners
California
$56K +$16.8K +319 +44%
CB
72
Community Bank
New York
$55K
PA
73
Parallel Advisors
California
$48K
AA
74
Ancora Advisors
Ohio
$39K -$1.95M -37,000 -98%
SIM
75
Sonora Investment Management
Arizona
$37K