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

149 hedge funds and large institutions have $1.01B invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

3% more capital invested

Capital invested by funds: $981M → $1.01B (+$25.2M)

1% more funds holding

Funds holding: 148149 (+1)

4.15% less ownership

Funds ownership: 68.05%63.9% (-4.2%)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.51%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
19
Increased
46
Reduced
54
Closed
18
Calls
$560K
Puts
Net Calls
+$560K
Net Calls Change
+$560K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$1.97M -$173K -3,236 -8%
PCWA
52
Pacific Capital Wealth Advisors
California
$1.96M
JP Morgan Chase
53
JP Morgan Chase
New York
$1.91M +$367K +6,878 +23%
BWA
54
Beam Wealth Advisors
Louisiana
$1.6M -$89.7K -1,679 -5%
GLLW
55
Graves Light Lenhart Wealth
Virginia
$1.4M
AF
56
Allworth Financial
California
$1.3M +$1.32M +24,777 New
FAIM
57
Financial Advocates Investment Management
Washington
$1.14M -$16.8K -315 -1%
GIA
58
Gladstone Institutional Advisory
Florida
$1.14M -$44.5K -834 -4%
QA
59
Quantitative Advantage
Minnesota
$1.11M -$120K -2,239 -10%
FS
60
Ferguson Shapiro
Georgia
$1.04M +$16.8K +314 +2%
FT
61
Fiduciary Trust
Massachusetts
$996K -$10.7K -201 -1%
SFM
62
Signet Financial Management
New Jersey
$971K -$83.7K -1,567 -8%
MML Investors Services
63
MML Investors Services
Massachusetts
$959K -$32.3K -604 -3%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$949K -$15.1M -281,996 -94%
T
65
TCWP
Ohio
$875K +$391K +7,325 +78%
AIA
66
Arbor Investment Advisors
North Carolina
$823K -$89K -1,667 -10%
ASN
67
Advisory Services Network
Georgia
$808K +$307K +5,742 +59%
MWM
68
MTC Wealth Management
Florida
$797K -$4.17M -77,997 -84%
RCAG
69
Rehmann Capital Advisory Group
Michigan
$797K +$37.8K +708 +5%
TPCW
70
TD Private Client Wealth
New York
$788K -$8.97K -168 -1%
FLPIM
71
F.L. Putnam Investment Management
Massachusetts
$720K -$3.85K -72 -0.5%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$718K +$678K +12,700 +1,225%
FTUS
73
Flow Traders U.S.
New York
$654K +$668K +12,509 New
KAS
74
Kestra Advisory Services
Texas
$632K +$646K +12,096 New
CMP
75
Courage Miller Partners
Virginia
$613K