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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
T
101
Tidemark
California
$13.3K
IGWM
102
ICA Group Wealth Management
Colorado
$12.1K
BTI
103
Blue Trust Inc
Georgia
$9.89K +$9.84K +192 New
ME
104
McIlrath & Eck
Washington
$9.15K
SIM
105
Studio Investment Management
Illinois
$8.96K
First Manhattan
106
First Manhattan
New York
$5.82K
HCM
107
Hollencrest Capital Management
California
$4.63K
EFP
108
EnRich Financial Partners
Wisconsin
$4.57K +$4.56K +89 New
EW
109
Element Wealth
Mississippi
$4.22K
MHR
110
Matthew Hamilton Rosenberg
$3.23K
DJSG
111
D.J. St. Germain
Massachusetts
$2.01K +$2K +39 New
TRCT
112
Tower Research Capital (TRC)
New York
$464 -$51 -1 -10%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$52 +$51 +1 New
Bank of Nova Scotia
114
Bank of Nova Scotia
Ontario, Canada
-$11M -214,700 Closed
FPAS
115
Focus Partners Advisor Solutions
Missouri
-$3.66M -71,578 Closed
FTUS
116
Flow Traders U.S.
New York
-$3.08M -60,159 Closed
Renaissance Technologies
117
Renaissance Technologies
New York
-$491K -9,600 Closed
WI
118
WBI Investments
New Jersey
-$435K -8,496 Closed
OMC
119
Old Mission Capital
Illinois
-$385K -7,524 Closed
DAS
120
Dynamic Advisor Solutions
Arizona
-$370K -7,243 Closed
FFS
121
Founders Financial Securities
Maryland
-$334K -6,536 Closed
DC
122
Davenport & Co
Virginia
-$270K -5,274 Closed
HF
123
HRT Financial
New York
-$201K -3,949 Closed
NFSG
124
Newbridge Financial Services Group
Florida
-$138K -2,691 Closed
TCM
125
TD Capital Management
Tennessee
-$102K -1,999 Closed