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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
BP
101
Ballentine Partners
Massachusetts
$263K
MHS
102
M Holdings Securities
Oregon
$263K
AP
103
Atwood & Palmer
Missouri
$262K
SG
104
StoneX Group
New York
$255K +$267K +5,170 New
LWA
105
LWS Wealth Advisors
New Jersey
$252K +$3.15K +61 +1%
BOS
106
Bank of Stockton
California
$247K
EM
107
Excalibur Management
Massachusetts
$246K
CM
108
Columbus Macro
Pennsylvania
$238K
LNC
109
Lincoln National Corp
Pennsylvania
$233K +$52 +1 +0%
SW
110
Signify Wealth
Missouri
$232K
OPS
111
Orion Portfolio Solutions
Nebraska
$231K +$18.6K +360 +8%
IHL
112
Investment House LLC
California
$216K
First Trust Advisors
113
First Trust Advisors
Illinois
$213K +$223K +4,316 New
SWM
114
Spire Wealth Management
Virginia
$172K -$13.7K -265 -7%
SMA
115
Sage Mountain Advisors
Georgia
$132K +$138K +2,677 New
DI
116
Disciplined Investments
Oklahoma
$123K
GM
117
GeoWealth Management
Illinois
$101K +$105K +2,026 New
PP
118
PrairieView Partners
Minnesota
$98K
TCM
119
TD Capital Management
Tennessee
$97K +$101K +1,961 New
PA
120
Parallel Advisors
California
$93K +$49.2K +952 +103%
GRP
121
Global Retirement Partners
California
$52K
IA
122
IFP Advisors
Florida
$52K +$1.24K +24 +3%
SOS
123
Silver Oak Securities
Tennessee
$32.3K +$33.3K +644 New
William Blair & Company
124
William Blair & Company
Illinois
$32K
PGAM
125
Princeton Global Asset Management
New Jersey
$30K +$775 +15 +3%