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

114 hedge funds and large institutions have $398M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

29% more capital invested

Capital invested by funds: $310M → $398M (+$88.6M)

18.35% more ownership

Funds ownership: 64.66%83% (+18%)

7% more funds holding

Funds holding: 107114 (+7)

36% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 42

Holders
114
Holders Change
+7
Holders Change %
+6.54%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
27
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
76
Consolidated Portfolio Review Corp
New York
$261K +$262K +5,000 New
AP
77
Atwood & Palmer
Missouri
$256K
CM
78
Columbus Macro
Pennsylvania
$256K
AGA
79
Arkos Global Advisors
Texas
$252K -$176K -3,347 -41%
HighTower Advisors
80
HighTower Advisors
Illinois
$243K +$52 +1 +0%
AC
81
Apella Capital
Connecticut
$232K -$13.1K -250 -5%
AAS
82
Avantax Advisory Services
Texas
$230K +$11.3K +215 +5%
CNBT
83
Canandaigua National Bank & Trust
New York
$217K
GIA
84
Gladstone Institutional Advisory
Florida
$206K -$10.6K -202 -5%
AG
85
AmeriFlex Group
Nevada
$193K +$191K +3,646 New
JP Morgan Chase
86
JP Morgan Chase
New York
$177K -$78K -1,487 -30%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$154K +$123K +2,346 +397%
GM
88
GeoWealth Management
Illinois
$104K +$46.6K +888 +81%
MCM
89
MAI Capital Management
Ohio
$102K +$103K +1,956 New
Comerica Bank
90
Comerica Bank
Texas
$88.5K
DWM
91
Dogwood Wealth Management
Kansas
$59.9K -$75.2K -1,432 -56%
GRP
92
Global Retirement Partners
California
$53.8K +$54K +1,029 New
William Blair & Company
93
William Blair & Company
Illinois
$33.7K
AWM
94
AE Wealth Management
Kansas
$29.5K +$29.5K +563 New
PP
95
PrairieView Partners
Minnesota
$24K
PB
96
Pinnacle Bancorp
Nebraska
$23.8K
S
97
SignatureFD
Georgia
$23.5K +$23.6K +450 New
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.6K
RI
99
Ridgewood Investments
New Jersey
$18.3K -$6.61K -126 -26%
PGAM
100
Princeton Global Asset Management
New Jersey
$16.3K