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

94 hedge funds and large institutions have $294M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 9194 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.3% less ownership

Funds ownership: 42.97%41.67% (-1.3%)

6% less capital invested

Capital invested by funds: $312M → $294M (-$17.8M)

39% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 33

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
20
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
76
Sonora Investment Management
Arizona
$37K
FWM
77
Focused Wealth Management
New York
$27K -$9.01K -172 -25%
ST
78
Smithfield Trust
Pennsylvania
$24K
DOA
79
D'Orazio & Associates
Virginia
$23K +$157 +3 +0.7%
VRM
80
Vectors Research Management
New York
$22K +$105 +2 +0.5%
SBL
81
Sargent Bickham Lagudis
Colorado
$15K
AA
82
Argent Advisors
Louisiana
$15K +$15.7K +300 New
TFS
83
TrustCore Financial Services
Tennessee
$10K
DTIM
84
Danda Trouve Investment Management
Kansas
$9K +$9.37K +179 New
FPFS
85
First Personal Financial Services
North Carolina
$7K +$6.7K +128 New
CYG
86
Clean Yield Group
Vermont
$5K
ACM
87
Allred Capital Management
Texas
$4.27K +$4.24K +81 New
FHA
88
Flagship Harbor Advisors
Massachusetts
$4K
ASN
89
Advisory Services Network
Georgia
$3K
GI
90
Gradient Investments
Minnesota
$2K
PB
91
Pinnacle Bancorp
Nebraska
$2K
Citigroup
92
Citigroup
New York
$2K +$1.83K +35 New
TFGT
93
TS Financial Group (TSFG)
Illinois
$1K -$157 -3 -20%
FTUS
94
Flow Traders U.S.
New York
-$347K -6,611 Closed
NAS
95
Nicolet Advisory Services
Wisconsin
-$281K -5,365 Closed
PA
96
Paracle Advisors
Washington
-$242K -4,619 Closed
KLC
97
Knowledge Leaders Capital
Colorado
-$235K -4,474 Closed
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
-$128K -2,450 Closed
SB
99
Strategic Blueprint
Georgia
-$43K -825 Closed
FAAS
100
First Allied Advisory Services
California
-$19K -370 Closed