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

113 hedge funds and large institutions have $357M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 125113 (-12)

10.29% less ownership

Funds ownership: 78.39%68.09% (-10%)

22% less capital invested

Capital invested by funds: $459M → $357M (-$102M)

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 52

Holders
113
Holders Change
-12
Holders Change %
-9.6%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
19
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
76
Delap Wealth Advisory
Oregon
$263K -$262K -5,108 -50%
HighTower Advisors
77
HighTower Advisors
Illinois
$261K -$50.6K -987 -16%
AP
78
Atwood & Palmer
Missouri
$252K
CM
79
Columbus Macro
Pennsylvania
$248K
PGFC
80
Peapack-Gladstone Financial Corp
New Jersey
$235K -$44.6K -870 -16%
AAS
81
Avantax Advisory Services
Texas
$234K +$19.8K +387 +9%
PA
82
PFG Advisors
Arizona
$234K -$43.3K -846 -16%
SFM
83
Signet Financial Management
New Jersey
$231K -$2.71K -53 -1%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$225K -$760K -14,826 -77%
CIAS
85
CFS Investment Advisory Services
New Jersey
$219K -$5.23K -102 -2%
EM
86
Excalibur Management
Massachusetts
$204K -$12.3K -240 -6%
SG
87
StoneX Group
New York
$202K
SWM
88
Spire Wealth Management
Virginia
$169K -$44.1K -860 -21%
DWM
89
Dogwood Wealth Management
Kansas
$132K -$59.5K -1,162 -31%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$112K -$44.3K -864 -28%
Comerica Bank
91
Comerica Bank
Texas
$87.5K -$512K -10,000 -85%
FGAM
92
Financial Gravity Asset Management
Texas
$63.1K -$2.86M -55,761 -98%
PMFA
93
Plante Moran Financial Advisors
Michigan
$48.9K +$48.7K +950 New
PS
94
Principal Securities
Iowa
$47.2K -$4.87K -95 -9%
William Blair & Company
95
William Blair & Company
Illinois
$33.2K
PP
96
PrairieView Partners
Minnesota
$25K
PB
97
Pinnacle Bancorp
Nebraska
$23.4K
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.3K
CIA
99
Cape Investment Advisory
Georgia
$18.3K -$4.56K -89 -20%
PGAM
100
Princeton Global Asset Management
New Jersey
$16K