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

103 hedge funds and large institutions have $380M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

5% more funds holding

Funds holding: 98103 (+5)

0.17% more ownership

Funds ownership: 45.72%45.89% (+0.17%)

0% more capital invested

Capital invested by funds: $379M → $380M (+$605K)

38% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 39

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
103
Holders Change
+5
Holders Change %
+5.1%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
12
Increased
24
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$54K -$100K -1,944 -65%
CB
77
Community Bank
New York
$53K
PA
78
Parallel Advisors
California
$47K
VRM
79
Vectors Research Management
New York
$45K +$44.8K +871 New
GRP
80
Global Retirement Partners
California
$37K
SWM
81
SeaCrest Wealth Management
New York
$37K
SIM
82
Sonora Investment Management
Arizona
$36K
MFAM
83
M Financial Asset Management
Oregon
$32K -$27K -526 -45%
Citigroup
84
Citigroup
New York
$25K -$257 -5 -1%
DOA
85
D'Orazio & Associates
Virginia
$22K +$21.8K +424 New
SWP
86
Stratos Wealth Partners
Ohio
$22K +$22.4K +435 New
LNB
87
Ledyard National Bank
$21K
ST
88
Smithfield Trust
Pennsylvania
$19K
HI
89
Hudock Inc
Pennsylvania
$17K
SIAP
90
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$15K
SBL
92
Sargent Bickham Lagudis
Colorado
$14K
PSC
93
Prentiss Smith & Co
Vermont
$10K
RFA
94
Reilly Financial Advisors
California
$8K
KF
95
Krilogy Financial
Missouri
$7K +$7.51K +146 New
FHA
96
Flagship Harbor Advisors
Massachusetts
$3K
SEI Investments
97
SEI Investments
Pennsylvania
$2K -$101K -1,970 -98%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +39 New
GI
99
Gradient Investments
Minnesota
$1K
BAM
100
Belpointe Asset Management
Nevada
-$1.18M -22,760 Closed