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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
CM
101
Columbus Macro
Pennsylvania
$252K
LNC
102
Lincoln National Corp
Pennsylvania
$247K +$252K +4,722 New
SW
103
Signify Wealth
Missouri
$246K -$20M -375,285 -99%
NFSG
104
Newbridge Financial Services Group
Florida
$234K +$69K +1,291 +40%
IHL
105
Investment House LLC
California
$229K -$20.2K -378 -8%
CW
106
CreativeOne Wealth
Kansas
$227K -$577K -10,809 -71%
OPS
107
Orion Portfolio Solutions
Nebraska
$226K -$187K -3,500 -45%
HighTower Advisors
108
HighTower Advisors
Illinois
$223K -$77K -1,441 -25%
TCA
109
Transcend Capital Advisors
New Jersey
$220K +$225K +4,216 New
TSS
110
Two Sigma Securities
New York
$215K +$219K +4,106 New
Renaissance Technologies
111
Renaissance Technologies
New York
$209K -$4.96M -92,900 -96%
BFO
112
Boston Family Office
Massachusetts
$205K
SWM
113
Spire Wealth Management
Virginia
$196K +$26.7K +500 +15%
TCWM
114
Total Clarity Wealth Management
Illinois
$186K -$72.1K -1,350 -28%
DI
115
Disciplined Investments
Oklahoma
$130K
PP
116
PrairieView Partners
Minnesota
$104K
GRP
117
Global Retirement Partners
California
$55K
SWM
118
SeaCrest Wealth Management
New York
$51K +$52.5K +982 New
IA
119
IFP Advisors
Florida
$50K
PA
120
Parallel Advisors
California
$48K
William Blair & Company
121
William Blair & Company
Illinois
$34K
PGAM
122
Princeton Global Asset Management
New Jersey
$31K +$320 +6 +1%
ST
123
Smithfield Trust
Pennsylvania
$29K
EWM
124
Evermay Wealth Management
Virginia
$28K -$222K -4,164 -88%
HI
125
Harbour Investments
Wisconsin
$28K +$28.1K +526 New