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

151 hedge funds and large institutions have $851M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

2.37% more ownership

Funds ownership: 63.9%66.27% (+2.4%)

1% more funds holding

Funds holding: 149151 (+2)

15% less capital invested

Capital invested by funds: $1.01B → $851M (-$155M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
26
Increased
48
Reduced
41
Closed
23
Calls
$5.62M
Puts
Net Calls
+$5.62M
Net Calls Change
+$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
QA
51
Quantitative Advantage
Minnesota
$2.11M +$1.1M +21,313 +100%
PCWA
52
Pacific Capital Wealth Advisors
California
$1.85M
AA
53
Alesco Advisors
New York
$1.74M -$212K -4,110 -10%
JP Morgan Chase
54
JP Morgan Chase
New York
$1.74M -$69.4K -1,342 -4%
FS
55
Ferguson Shapiro
Georgia
$1.7M +$757K +14,651 +74%
RVPG
56
Relative Value Partners Group
$1.61M +$1.69M +32,600 New
BWA
57
Beam Wealth Advisors
Louisiana
$1.53M +$24.8K +480 +2%
LFS
58
Lutz Financial Services
Nebraska
$1.53M +$1.6M +30,888 New
Citadel Advisors
59
Citadel Advisors
Florida
$1.4M -$1.59M -30,709 -52%
GLLW
60
Graves Light Lenhart Wealth
Virginia
$1.33M +$52 +1 +0%
T
61
TCWP
Ohio
$1.13M +$314K +6,077 +36%
PGFC
62
Peapack-Gladstone Financial Corp
New Jersey
$1.12M +$1.17M +22,732 New
GIA
63
Gladstone Institutional Advisory
Florida
$1.06M -$19.5K -378 -2%
AI
64
Atria Investments
North Carolina
$1.01M +$1.06M +20,516 New
FT
65
Fiduciary Trust
Massachusetts
$941K
NFSG
66
Newbridge Financial Services Group
Florida
$933K +$745K +14,407 +322%
AIA
67
Arbor Investment Advisors
North Carolina
$929K +$159K +3,077 +20%
BSW
68
Buckingham Strategic Wealth
Missouri
$902K +$943K +18,245 New
SFM
69
Signet Financial Management
New Jersey
$891K -$27.9K -539 -3%
CW
70
CreativeOne Wealth
Kansas
$844K +$659K +12,742 +294%
TPCW
71
TD Private Client Wealth
New York
$811K +$69.5K +1,344 +9%
MML Investors Services
72
MML Investors Services
Massachusetts
$797K -$114K -2,201 -12%
FEM
73
Fulcrum Equity Management
Texas
$769K -$4.07M -78,764 -83%
PAG
74
Private Advisor Group
New Jersey
$759K -$6.88M -133,046 -90%
RCAG
75
Rehmann Capital Advisory Group
Michigan
$753K