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

148 hedge funds and large institutions have $981M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

12% more capital invested

Capital invested by funds: $876M → $981M (+$106M)

11% more funds holding

Funds holding: 133148 (+15)

2.94% more ownership

Funds ownership: 65.11%68.05% (+2.9%)

Holders
148
Holders Change
+15
Holders Change %
+11.28%
% of All Funds
2.33%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
28
Increased
48
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Alesco Advisors
New York
$2.15M
PCWA
52
Pacific Capital Wealth Advisors
California
$2.04M
Citadel Advisors
53
Citadel Advisors
Florida
$1.79M +$1.16M +21,257 +183%
BWA
54
Beam Wealth Advisors
Louisiana
$1.76M +$104K +1,892 +6%
SPIA
55
Steward Partners Investment Advisory
New York
$1.67M -$251K -4,585 -13%
JP Morgan Chase
56
JP Morgan Chase
New York
$1.61M -$66K -1,206 -4%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$1.46M +$55 +1 +0%
QA
58
Quantitative Advantage
Minnesota
$1.28M +$55.4K +1,012 +4%
GIA
59
Gladstone Institutional Advisory
Florida
$1.23M +$154K +2,815 +14%
FAIM
60
Financial Advocates Investment Management
Washington
$1.21M -$72.6K -1,327 -6%
RFC
61
Regions Financial Corp
Alabama
$1.14M -$996K -18,197 -47%
SFM
62
Signet Financial Management
New Jersey
$1.1M -$11.6K -211 -1%
FS
63
Ferguson Shapiro
Georgia
$1.06M +$1.07M +19,532 New
FT
64
Fiduciary Trust
Massachusetts
$1.05M
MML Investors Services
65
MML Investors Services
Massachusetts
$1.03M +$76.8K +1,402 +8%
AI
66
Atria Investments
North Carolina
$1.02M +$1.02M +18,654 New
PPW
67
Pasadena Private Wealth
California
$986K +$991K +18,094 New
AIA
68
Arbor Investment Advisors
North Carolina
$948K +$55.6K +1,015 +6%
TPCW
69
TD Private Client Wealth
New York
$830K +$12.3K +224 +1%
CW
70
CreativeOne Wealth
Kansas
$825K +$326K +5,954 +65%
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
$754K -$80.4K -1,468 -10%
RCAG
72
Rehmann Capital Advisory Group
Michigan
$675K +$117K +2,141 +17%
RCI
73
RS Crum Inc
California
$656K +$659K +12,035 New
CMP
74
Courage Miller Partners
Virginia
$639K -$5.47K -100 -0.8%
DWM
75
Destination Wealth Management
California
$603K -$53.2K -972 -8%