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

98 hedge funds and large institutions have $393M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

7% more funds holding

Funds holding: 9298 (+6)

0% more capital invested

Capital invested by funds: $392M → $393M (+$299K)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

1.77% less ownership

Funds ownership: 60.83%59.06% (-1.8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
12
Increased
31
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
76
Pinnacle Wealth Planning Services
Ohio
$76K +$75.4K +1,404 New
William Blair & Company
77
William Blair & Company
Illinois
$66K -$35.6K -663 -35%
GRP
78
Global Retirement Partners
California
$57K
MFAM
79
M Financial Asset Management
Oregon
$56K +$14.5K +269 +35%
PA
80
Parallel Advisors
California
$50K
AA
81
Ancora Advisors
Ohio
$39K
BlackRock
82
BlackRock
New York
$33K -$269 -5 -0.8%
PGAM
83
Princeton Global Asset Management
New Jersey
$32K
SIM
84
Sonora Investment Management
Arizona
$31K -$6.99K -130 -19%
ST
85
Smithfield Trust
Pennsylvania
$30K
FWM
86
Focused Wealth Management
New York
$24K -$107 -2 -0.4%
DOA
87
D'Orazio & Associates
Virginia
$24K +$215 +4 +0.9%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$22K -$1.61K -30 -7%
SBL
89
Sargent Bickham Lagudis
Colorado
$15K
TFS
90
TrustCore Financial Services
Tennessee
$11K
ZB
91
Zions Bancorporation
Utah
$10K
DTIM
92
Danda Trouve Investment Management
Kansas
$10K +$107 +2 +1%
First Manhattan
93
First Manhattan
New York
$6K
WEC
94
Winslow Evans & Crocker
Massachusetts
$6K +$6.18K +115 New
CYG
95
Clean Yield Group
Vermont
$5K
VCM
96
Versant Capital Management
Arizona
$4K
GI
97
Gradient Investments
Minnesota
$1K
AAS
98
Avantax Advisory Services
Texas
-$235K -4,363 Closed
FHA
99
Flagship Harbor Advisors
Massachusetts
-$3K -70 Closed
PFS
100
Prospera Financial Services
Texas
-$3K -54 Closed