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

151 hedge funds and large institutions have $851M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

2.37% more ownership

Funds ownership: 63.9%66.27% (+2.4%)

1% more funds holding

Funds holding: 149151 (+2)

15% less capital invested

Capital invested by funds: $1.01B → $851M (-$155M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
26
Increased
48
Reduced
41
Closed
23
Calls
$5.62M
Puts
Net Calls
+$5.62M
Net Calls Change
+$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
76
F.L. Putnam Investment Management
Massachusetts
$692K +$11.9K +231 +2%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$679K
MC
78
Moors & Cabot
Massachusetts
$632K +$69K +1,335 +12%
DWM
79
Destination Wealth Management
California
$616K +$50.1K +969 +8%
CIAS
80
CFS Investment Advisory Services
New Jersey
$595K +$30.2M +584,859 +5,861%
CMP
81
Courage Miller Partners
Virginia
$580K
CCT
82
Capital City Trust
Florida
$538K
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$535K +$414 +8 +0.1%
SF
84
Synovus Financial
Georgia
$489K +$87.9K +1,700 +21%
AWM
85
AE Wealth Management
Kansas
$488K +$510K +9,875 New
Members Trust
86
Members Trust
Florida
$486K -$18.9M -364,841 -97%
DCM
87
Dimension Capital Management
Florida
$465K
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$461K +$53.7K +1,039 +13%
KAS
89
Kestra Advisory Services
Texas
$454K -$150K -2,901 -24%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$431K +$450K +8,714 New
MFA
91
Mayflower Financial Advisors
Massachusetts
$386K +$113K +2,185 +39%
TSS
92
Two Sigma Securities
New York
$384K +$189K +3,662 +89%
WFA
93
Wipfli Financial Advisors
Wisconsin
$382K +$400K +7,730 New
EAM
94
Evanson Asset Management
California
$358K +$1.19K +23 +0.3%
OWM
95
OneAscent Wealth Management
Alabama
$344K -$89.5K -1,731 -20%
SI
96
Saxon Interests
Texas
$314K
Bank of New York Mellon
97
Bank of New York Mellon
New York
$304K +$319K +6,164 New
DT
98
Diversified Trust
Tennessee
$296K
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$286K -$128K -2,470 -30%
OWA
100
One Wealth Advisors
California
$278K +$23.3K +451 +9%