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

112 hedge funds and large institutions have $716M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 31

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more capital invested

Capital invested by funds: $711M → $716M (+$4.61M)

0.47% more ownership

Funds ownership: 62.51%62.98% (+0.47%)

0% more funds holding

Funds holding: 112112 (0)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
112
Holders Change
Holders Change %
0%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
11
Increased
46
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Covenant Asset Management
New Jersey
$223K
FTUS
77
Flow Traders U.S.
New York
$213K -$5.24K -100 -2%
S
78
SignatureFD
Georgia
$209K
TSS
79
Two Sigma Securities
New York
$205K +$206K +3,921 New
Bank of New York Mellon
80
Bank of New York Mellon
New York
$202K -$10.1K -193 -5%
BP
81
Ballentine Partners
Massachusetts
$200K +$201K +3,833 New
EWM
82
Evercore Wealth Management
New York
$167K
IA
83
IFP Advisors
Florida
$163K +$52 +1 +0%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$133K +$157 +3 +0.1%
US Bancorp
85
US Bancorp
Minnesota
$103K
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$92K
NCM
87
New Capital Management
Texas
$81K
VCM
88
Versant Capital Management
Arizona
$78K
DOA
89
D'Orazio & Associates
Virginia
$74K
WAM
90
Wealthspire Advisors (Maryland)
Maryland
$63K
BWM
91
Baystate Wealth Management
Massachusetts
$60K +$367 +7 +0.6%
PA
92
Parallel Advisors
California
$48K
NA
93
NewEdge Advisors
Louisiana
$43.3K +$43.7K +834 New
Creative Planning
94
Creative Planning
Kansas
$40K -$6.97K -133 -15%
SIM
95
Sonora Investment Management
Arizona
$36.5K
Citigroup
96
Citigroup
New York
$25K +$1.26K +24 +5%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K +$21.8K +416 New
LNB
98
Ledyard National Bank
$21K +$21K +400 New
HI
99
Hudock Inc
Pennsylvania
$17K
HDIM
100
Hanson & Doremus Investment Management
Vermont
$16K