We are live on ! Find out more
STPZ icon

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

113 hedge funds and large institutions have $357M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 125113 (-12)

10.29% less ownership

Funds ownership: 78.39%68.09% (-10%)

22% less capital invested

Capital invested by funds: $459M → $357M (-$102M)

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 52

Holders
113
Holders Change
-12
Holders Change %
-9.6%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
19
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
MAS Advisors
Florida
$767K
ES
52
Eagle Strategies
New York
$658K +$655K +12,786 New
KAS
53
Kestra Advisory Services
Texas
$611K -$2.86M -55,802 -82%
VPP
54
Vertex Planning Partners
Illinois
$596K
GAM
55
Gould Asset Management
California
$595K -$75.8K -1,480 -11%
AGA
56
Arkos Global Advisors
Texas
$591K
TPCW
57
TD Private Client Wealth
New York
$586K -$61.8K -1,207 -10%
CTWM
58
Cherry Tree Wealth Management
Minnesota
$563K
CMP
59
Courage Miller Partners
Virginia
$524K
RCAG
60
Rehmann Capital Advisory Group
Michigan
$501K
DCM
61
Dimension Capital Management
Florida
$484K
BIM
62
Breakwater Investment Management
Washington
$466K +$463K +9,041 New
RIA
63
Regal Investment Advisors
Michigan
$439K -$22.6K -442 -5%
RJA
64
Raymond James & Associates
Florida
$428K +$18.9K +368 +5%
SF
65
Synovus Financial
Georgia
$412K
FAIM
66
Financial Advocates Investment Management
Washington
$411K -$11.2K -218 -3%
TWP
67
Tyche Wealth Partners
Texas
$407K -$74.8K -1,460 -16%
PAG
68
Private Advisor Group
New Jersey
$387K
LNC
69
Lincoln National Corp
Pennsylvania
$365K
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$361K +$359K +7,009 New
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$346K -$46.8K -913 -12%
DT
72
Diversified Trust
Tennessee
$326K
EAM
73
Evanson Asset Management
California
$325K
MSA
74
Marathon Strategic Advisors
Pennsylvania
$323K -$30.3K -592 -9%
AWS
75
Atria Wealth Solutions
New York
$319K -$10.2K -200 -3%