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

120 hedge funds and large institutions have $453M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.66% more ownership

Funds ownership: 62.04%68.7% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less funds holding

Funds holding: 132120 (-12)

14% less capital invested

Capital invested by funds: $526M → $453M (-$73.7M)

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

48% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 52

Holders
120
Holders Change
-12
Holders Change %
-9.09%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
27
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
51
Orion Portfolio Solutions
Nebraska
$801K -$1.03M -20,490 -56%
SWA
52
Stratos Wealth Advisors
Ohio
$799K +$801K +15,946 New
CG
53
Cynosure Group
Utah
$729K
Comerica Bank
54
Comerica Bank
Texas
$726K +$728K +14,497 New
BWA
55
Burt Wealth Advisors
Maryland
$695K -$1.09M -21,708 -61%
TPCW
56
TD Private Client Wealth
New York
$641K +$3.42K +68 +0.5%
AGA
57
Arkos Global Advisors
Texas
$621K -$477K -9,495 -43%
GAM
58
Gould Asset Management
California
$621K -$198K -3,950 -24%
Goldman Sachs
59
Goldman Sachs
New York
$604K +$606K +12,059 New
VPP
60
Vertex Planning Partners
Illinois
$601K +$6.43K +128 +1%
LNC
61
Lincoln National Corp
Pennsylvania
$588K +$301 +6 +0.1%
MC
62
Moors & Cabot
Massachusetts
$586K +$452 +9 +0.1%
DAS
63
Dynamic Advisor Solutions
Arizona
$518K -$1.26K -25 -0.2%
RJA
64
Raymond James & Associates
Florida
$513K -$2.66M -52,905 -84%
CMP
65
Courage Miller Partners
Virginia
$509K -$47.4K -943 -8%
WI
66
WBI Investments
New Jersey
$506K -$231K -4,589 -31%
SW
67
Signify Wealth
Missouri
$496K
RCAG
68
Rehmann Capital Advisory Group
Michigan
$487K -$35K -696 -7%
DCM
69
Dimension Capital Management
Florida
$471K
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$422K
PA
71
PFG Advisors
Arizona
$421K -$251K -4,995 -37%
RIA
72
Regal Investment Advisors
Michigan
$406K +$82.1K +1,635 +25%
SAS
73
SMI Advisory Services
Indiana
$403K +$403K +8,031 New
SF
74
Synovus Financial
Georgia
$401K
FAIM
75
Financial Advocates Investment Management
Washington
$391K +$25K +498 +7%