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

104 hedge funds and large institutions have $612M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

4.39% less ownership

Funds ownership: 62.98%58.58% (-4.4%)

7% less funds holding

Funds holding: 112104 (-8)

14% less capital invested

Capital invested by funds: $716M → $612M (-$103M)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
104
Holders Change
-8
Holders Change %
-7.14%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
34
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$164K +$52 +1 +0%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$114K -$18.7K -358 -14%
US Bancorp
78
US Bancorp
Minnesota
$103K
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$92K
NCM
80
New Capital Management
Texas
$81K +$731 +14 +0.9%
VCM
81
Versant Capital Management
Arizona
$78K
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$63K
BWM
83
Baystate Wealth Management
Massachusetts
$60K +$52 +1 +0.1%
PA
84
Parallel Advisors
California
$48K
DOA
85
D'Orazio & Associates
Virginia
$37K -$37K -708 -50%
Citigroup
86
Citigroup
New York
$37K +$12.2K +234 +49%
SIM
87
Sonora Investment Management
Arizona
$36.5K
LNB
88
Ledyard National Bank
$21K
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K -$3.19K -61 -15%
HI
90
Hudock Inc
Pennsylvania
$17K
HDIM
91
Hanson & Doremus Investment Management
Vermont
$16K
OIA
92
OneDigital Investment Advisors
Kansas
$16K
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$16K
SIAP
94
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K
BTIS
95
BB&T Investment Services
North Carolina
$15K
SBL
96
Sargent Bickham Lagudis
Colorado
$15K
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$13K +$12.7K +243 New
NFG
98
Next Financial Group
Texas
$12K
PSC
99
Prentiss Smith & Co
Vermont
$10K +$10.4K +200 New
ST
100
Smithfield Trust
Pennsylvania
$8K