We are live on ! Find out more
STPZ icon

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

96 hedge funds and large institutions have $711M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

10% more funds holding

Funds holding: 8796 (+9)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.81% less ownership

Funds ownership: 62.1%61.29% (-0.81%)

4% less capital invested

Capital invested by funds: $738M → $711M (-$26.6M)

51% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 41

Holders
96
Holders Change
+9
Holders Change %
+10.34%
% of All Funds
2.68%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
15
Increased
20
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1
Valmark Advisers
Ohio
$131M -$7.71M -149,033 -6%
TCT
2
TIAA CREF Trust
Missouri
$114M +$9.76M +188,571 +9%
Morgan Stanley
3
Morgan Stanley
New York
$113M -$2.02M -39,045 -2%
DWM
4
Destination Wealth Management
California
$38.9M -$6.14M -118,606 -14%
MIS
5
Morningstar Investment Services
Illinois
$37.9M -$8.44M -163,111 -18%
SEI Investments
6
SEI Investments
Pennsylvania
$34.2M +$5.33M +102,868 +18%
Wells Fargo
7
Wells Fargo
California
$33.6M -$277K -5,358 -0.8%
Bank of America
8
Bank of America
North Carolina
$29.9M +$468K +9,042 +2%
BCI
9
Brinker Capital Investments
Pennsylvania
$23.1M +$5.54M +107,091 +31%
LPL Financial
10
LPL Financial
California
$13.2M -$5.86M -113,133 -31%
PA
11
Parkside Advisors
California
$11.7M -$211K -4,072 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11M +$7.33M +141,664 +199%
TCM
13
Twele Capital Management
Minnesota
$10.6M -$403K -7,792 -4%
SB
14
Suntrust Banks
Georgia
$8.62M -$10.7M -207,068 -55%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.44M -$454K -8,769 -5%
PA
16
Planning Alternatives
Michigan
$8.34M -$105K -2,021 -1%
F
17
FutureAdvisor
California
$6.6M -$495K -9,555 -7%
Jane Street
18
Jane Street
New York
$5.96M +$4.17M +80,568 +230%
MFP
19
Mosaic Financial Partners
California
$5.55M -$1.03M -19,844 -16%
UBS Group
20
UBS Group
Switzerland
$5.32M +$3.37M +65,142 +172%
GA
21
Gateway Advisory
New Jersey
$4.3M -$1.71K -33 -0%
AIA
22
Arbor Investment Advisors
North Carolina
$4.18M -$586K -11,311 -12%
LYV
23
Live Your Vision
Pennsylvania
$3.99M +$113K +2,176 +3%
CMP
24
Courage Miller Partners
Virginia
$3.92M -$169K -3,262 -4%
BSWM
25
Boston Standard Wealth Management
Massachusetts
$3.83M -$111K -2,151 -3%