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

101 hedge funds and large institutions have $322M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.8% less ownership

Funds ownership: 46.86%43.06% (-3.8%)

8% less funds holding

Funds holding: 110101 (-9)

14% less capital invested

Capital invested by funds: $374M → $322M (-$51.4M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

37% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 35

Holders
101
Holders Change
-9
Holders Change %
-8.18%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
22
Reduced
35
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
76
Gradient Investments
Minnesota
$66K +$65.2K +1,253 +12,530%
PWP
77
Personal Wealth Partners
Minnesota
$61K +$60.5K +1,163 New
CB
78
Community Bank
New York
$55K
PA
79
Parallel Advisors
California
$48K
GRP
80
Global Retirement Partners
California
$38K
FWM
81
Focused Wealth Management
New York
$37K -$10K -193 -21%
SIM
82
Sonora Investment Management
Arizona
$37K
Citigroup
83
Citigroup
New York
$26K
ST
84
Smithfield Trust
Pennsylvania
$24K +$5K +96 +26%
AWM
85
Avior Wealth Management
Nebraska
$24K +$23.6K +454 New
DOA
86
D'Orazio & Associates
Virginia
$22K
VRM
87
Vectors Research Management
New York
$22K
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$16K
SBL
89
Sargent Bickham Lagudis
Colorado
$15K
GWM
90
Geneos Wealth Management
Colorado
$15K +$15.6K +300 New
TFS
91
TrustCore Financial Services
Tennessee
$11K +$10.4K +200 New
DWM
92
Doyle Wealth Management
Florida
$10K +$9.68K +186 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$9K +$8.64K +166 New
VCM
94
Vigilant Capital Management
Maine
$5K -$66.4K -1,275 -93%
CYG
95
Clean Yield Group
Vermont
$5K
FHA
96
Flagship Harbor Advisors
Massachusetts
$3K
ASN
97
Advisory Services Network
Georgia
$3K +$2.92K +56 New
PB
98
Pinnacle Bancorp
Nebraska
$2K
TFGT
99
TS Financial Group (TSFG)
Illinois
$1K
IA
100
IndexIQ Advisors
New York
-$2.78M -53,380 -100%