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

149 hedge funds and large institutions have $1.01B invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

3% more capital invested

Capital invested by funds: $981M → $1.01B (+$25.2M)

1% more funds holding

Funds holding: 148149 (+1)

4.15% less ownership

Funds ownership: 68.05%63.9% (-4.2%)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.51%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
19
Increased
46
Reduced
54
Closed
18
Calls
$560K
Puts
Net Calls
+$560K
Net Calls Change
+$560K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
76
Oak Asset Management
California
$613K +$627K +11,732 New
DWM
77
Destination Wealth Management
California
$601K +$23.4K +438 +4%
MC
78
Moors & Cabot
Massachusetts
$599K +$611K +11,447 New
CCT
79
Capital City Trust
Florida
$569K +$582K +10,890 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$565K +$427 +8 +0.1%
CIAS
81
CFS Investment Advisory Services
New Jersey
$522K -$14.9M -279,473 -97%
DCM
82
Dimension Capital Management
Florida
$492K
OWM
83
OneAscent Wealth Management
Alabama
$455K -$22.5K -421 -5%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$433K -$64.4K -1,205 -13%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$432K +$170K +3,183 +63%
SF
86
Synovus Financial
Georgia
$428K -$55.6K -1,041 -11%
EAM
87
Evanson Asset Management
California
$378K +$1.12K +21 +0.3%
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$334K +$281K +5,262 +467%
SI
89
Saxon Interests
Texas
$330K
DT
90
Diversified Trust
Tennessee
$314K
RFC
91
Regions Financial Corp
Alabama
$298K -$809K -15,147 -73%
MFA
92
Mayflower Financial Advisors
Massachusetts
$294K +$301K +5,630 New
MHS
93
M Holdings Securities
Oregon
$279K -$299K -5,592 -51%
BP
94
Ballentine Partners
Massachusetts
$278K
AP
95
Atwood & Palmer
Missouri
$277K
OWA
96
One Wealth Advisors
California
$270K +$276K +5,172 New
LWA
97
LWS Wealth Advisors
New Jersey
$264K +$3.95K +74 +1%
BOS
98
Bank of Stockton
California
$261K
EM
99
Excalibur Management
Massachusetts
$260K
DAS
100
Dynamic Advisor Solutions
Arizona
$260K +$57.7K +1,080 +28%