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

98 hedge funds and large institutions have $393M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

7% more funds holding

Funds holding: 9298 (+6)

0% more capital invested

Capital invested by funds: $392M → $393M (+$299K)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

1.77% less ownership

Funds ownership: 60.83%59.06% (-1.8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
12
Increased
31
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
51
Bank of Stockton
California
$325K +$322K +6,000 New
EAM
52
Evanson Asset Management
California
$305K +$269 +5 +0.1%
SB
53
Strategic Blueprint
Georgia
$296K +$293K +5,457 New
ONB
54
Old National Bancorp
Indiana
$287K
KAS
55
Kestra Advisory Services
Texas
$279K +$277K +5,161 New
LWA
56
LWS Wealth Advisors
New Jersey
$275K -$30K -558 -10%
CM
57
Columbus Macro
Pennsylvania
$261K
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$261K +$258K +4,811 New
EM
59
Excalibur Management
Massachusetts
$258K
JFS
60
JD Financial Services
Pennsylvania
$245K +$243K +4,523 New
BWA
61
Beam Wealth Advisors
Louisiana
$244K -$4.78K -89 -2%
MCG
62
McCollum Christoferson Group
New York
$234K -$6.99K -130 -3%
LRPA
63
L. Roy Papp & Associates
Arizona
$226K -$10.7K -200 -5%
MIS
64
Morningstar Investment Services
Illinois
$217K
BFO
65
Boston Family Office
Massachusetts
$212K +$210K +3,915 New
SPC
66
Sigma Planning Corp
Michigan
$201K -$5.43K -101 -3%
PP
67
PrairieView Partners
Minnesota
$182K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$143K
DI
69
Disciplined Investments
Oklahoma
$135K
SFS
70
Sowell Financial Services
Arkansas
$105K
FEG
71
Financial Enhancement Group
Indiana
$101K
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$100K +$82.6K +1,537 +512%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$95K -$16K -297 -14%
NCM
74
New Capital Management
Texas
$89K +$806 +15 +0.9%
US Bancorp
75
US Bancorp
Minnesota
$85K +$9.56K +178 +13%