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

148 hedge funds and large institutions have $981M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

12% more capital invested

Capital invested by funds: $876M → $981M (+$106M)

11% more funds holding

Funds holding: 133148 (+15)

2.94% more ownership

Funds ownership: 65.11%68.05% (+2.9%)

Holders
148
Holders Change
+15
Holders Change %
+11.28%
% of All Funds
2.33%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
28
Increased
48
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
101
Wipfli Financial Advisors
Wisconsin
$259K +$261K +4,759 New
IHL
102
Investment House LLC
California
$259K -$31.4K -574 -11%
EWM
103
Evermay Wealth Management
Virginia
$257K +$245K +4,474 +1,904%
GAM
104
Gould Asset Management
California
$241K -$7.94K -145 -3%
BWM
105
Birchcreek Wealth Management
Ohio
$238K -$158K -2,878 -40%
MAP
106
Milestone Advisory Partners
North Carolina
$229K +$230K +4,207 New
Jane Street
107
Jane Street
New York
$219K -$2.47M -45,088 -92%
BFO
108
Boston Family Office
Massachusetts
$213K
DAS
109
Dynamic Advisor Solutions
Arizona
$212K +$213K +3,883 New
MCG
110
McCollum Christoferson Group
New York
$201K
SWM
111
Spire Wealth Management
Virginia
$177K
NFSG
112
Newbridge Financial Services Group
Florida
$174K +$22.1K +403 +14%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$144K
DI
114
Disciplined Investments
Oklahoma
$135K
PP
115
PrairieView Partners
Minnesota
$108K
FHA
116
First Horizon Advisors
Tennessee
$65K +$65.5K +1,196 New
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$61K -$337K -6,157 -85%
PB
118
Pinnacle Bancorp
Nebraska
$57K
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$56K -$84.9K -1,550 -60%
GRP
120
Global Retirement Partners
California
$56K +$57.2K +1,044 New
PO
121
Private Ocean
California
$54K
MCC
122
Money Concepts Capital
Florida
$53K +$11.4K +209 +27%
PA
123
Parallel Advisors
California
$50K
IA
124
IFP Advisors
Florida
$50K +$52.4K +958 New
William Blair & Company
125
William Blair & Company
Illinois
$35K