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

110 hedge funds and large institutions have $374M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

5% more funds holding

Funds holding: 105110 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.12% less ownership

Funds ownership: 46.97%46.86% (-0.12%)

1% less capital invested

Capital invested by funds: $375M → $374M (-$1.88M)

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
25
Reduced
44
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
76
New Capital Management
Texas
$82K +$154 +3 +0.2%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$77.9K +$77.2K +1,506 New
VCM
78
Versant Capital Management
Arizona
$77K
US Bancorp
79
US Bancorp
Minnesota
$73K +$1.08K +21 +2%
VCM
80
Vigilant Capital Management
Maine
$71K +$70.5K +1,375 New
LYV
81
Live Your Vision
Pennsylvania
$63K -$454K -8,848 -88%
CB
82
Community Bank
New York
$54K
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$51K +$24.7K +482 +95%
PA
84
Parallel Advisors
California
$48K
FWM
85
Focused Wealth Management
New York
$47K -$300K -5,847 -87%
GRP
86
Global Retirement Partners
California
$37K
SWM
87
SeaCrest Wealth Management
New York
$37K
SIM
88
Sonora Investment Management
Arizona
$36K
CA
89
Cetera Advisors
Colorado
$35K +$34.9K +680 New
Citigroup
90
Citigroup
New York
$26K
VRM
91
Vectors Research Management
New York
$22K -$12.3K -240 -36%
DOA
92
D'Orazio & Associates
Virginia
$22K +$51 +1 +0.2%
IA
93
IFP Advisors
Florida
$19K -$2K -39 -10%
ST
94
Smithfield Trust
Pennsylvania
$19K
AIC
95
Ameritas Investment Company
Nebraska
$19K +$19K +370 +7,400%
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$16K
FNC
97
First National Corp
Massachusetts
$14K
SBL
98
Sargent Bickham Lagudis
Colorado
$14K
SIAP
99
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
CYG
100
Clean Yield Group
Vermont
$5K