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

100 hedge funds and large institutions have $672M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more funds holding

Funds holding: 89100 (+11)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

0.44% more ownership

Funds ownership: 63.08%63.52% (+0.44%)

0% more capital invested

Capital invested by funds: $669M → $672M (+$2.76M)

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
14
Increased
31
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
76
Klingman & Associates
New York
$119K
DOA
77
D'Orazio & Associates
Virginia
$109K -$314K -5,975 -74%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$93K -$22.3K -424 -19%
US Bancorp
79
US Bancorp
Minnesota
$74K
WP
80
WealthPLAN Partners
Nebraska
$65.9K -$65.9K -1,253 -50%
WAM
81
Wealthspire Advisors (Maryland)
Maryland
$64K
SIM
82
Sonora Investment Management
Arizona
$36.9K
KLI
83
Kelman-Lazarov Inc
Tennessee
$31.5K +$31.5K +600 New
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K -$4.47K -85 -15%
Citigroup
85
Citigroup
New York
$22K
DADC
86
D.A. Davidson & Co
Montana
$21K
HI
87
Hudock Inc
Pennsylvania
$17K
PG
88
Patten Group
Tennessee
$16.8K
HDIM
89
Hanson & Doremus Investment Management
Vermont
$16K
NFG
90
Next Financial Group
Texas
$13K +$13.1K +250 New
WEC
91
Winslow Evans & Crocker
Massachusetts
$12.3K -$10.2K -194 -45%
First Manhattan
92
First Manhattan
New York
$8K
ST
93
Smithfield Trust
Pennsylvania
$8K
CHP
94
Cable Hill Partners
Oregon
$7K +$6.94K +132 New
SA
95
SRH Advisors
Kansas
$6K
PSUF
96
People's United Financial
Connecticut
$3K
FWM
97
Focused Wealth Management
New York
$1K
GI
98
Gradient Investments
Minnesota
$1K
WA
99
WFG Advisors
Texas
$1K
SBL
100
Sargent Bickham Lagudis
Colorado
$15 -$53.4K -1,016 -78%