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

90 hedge funds and large institutions have $387M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.05% more ownership

Funds ownership: 57.01%61.05% (+4%)

5% more capital invested

Capital invested by funds: $369M → $387M (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 10090 (-10)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
90
Holders Change
-10
Holders Change %
-10%
% 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
6
Increased
25
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
76
BlackRock
New York
$35K -$15.9K -302 -31%
PGAM
77
Princeton Global Asset Management
New Jersey
$31K
ST
78
Smithfield Trust
Pennsylvania
$30K +$5K +95 +21%
FWM
79
Focused Wealth Management
New York
$24K +$53 +1 +0.2%
ZB
80
Zions Bancorporation
Utah
$23K
DOA
81
D'Orazio & Associates
Virginia
$23K +$158 +3 +0.7%
SBL
82
Sargent Bickham Lagudis
Colorado
$15K
TFS
83
TrustCore Financial Services
Tennessee
$11K
DTIM
84
Danda Trouve Investment Management
Kansas
$10K +$53 +1 +0.6%
CYG
85
Clean Yield Group
Vermont
$5K
FHA
86
Flagship Harbor Advisors
Massachusetts
$3K
VCM
87
Versant Capital Management
Arizona
$3K
CAN
88
Cetera Advisor Networks
California
$2K +$1.53K +29 New
GI
89
Gradient Investments
Minnesota
$1K
TFGT
90
TS Financial Group (TSFG)
Illinois
$1K
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
-$1.02M -19,727 Closed
PG
92
Proffitt & Goodson
Tennessee
-$820K -15,867 Closed
CW
93
CreativeOne Wealth
Kansas
-$514K -9,940 Closed
SWP
94
Strategic Wealth Partners
Ohio
-$497K -9,484 Closed
OFS
95
OneAscent Financial Services
Alabama
-$253K -4,898 Closed
PA
96
Planning Alternatives
Michigan
-$252K -4,876 Closed
VA
97
Valmark Advisers
Ohio
-$238K -4,600 Closed
DWM
98
Darwin Wealth Management
Florida
-$152K -2,971 Closed
CCM
99
Covington Capital Management
California
-$127K -2,452 Closed
SF
100
Synovus Financial
Georgia
-$67K -1,298 Closed