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

106 hedge funds and large institutions have $606M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 104106 (+2)

1.3% more ownership

Funds ownership: 58.58%59.88% (+1.3%)

1% less capital invested

Capital invested by funds: $612M → $606M (-$6.52M)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
2.4%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
19
Increased
27
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$221M +$15.6M +300,016 +8%
Morgan Stanley
2
Morgan Stanley
New York
$66.6M +$758K +14,544 +1%
Members Trust
3
Members Trust
Florida
$55.5M -$103K -1,974 -0.2%
BCI
4
Brinker Capital Investments
Pennsylvania
$46.4M +$1.81M +34,696 +4%
Bank of America
5
Bank of America
North Carolina
$32.9M +$2.88M +55,295 +10%
Stifel Financial
6
Stifel Financial
Missouri
$13.1M +$4.05M +77,689 +45%
HighTower Advisors
7
HighTower Advisors
Illinois
$12.1M +$230K +4,409 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.4M +$5.79M +111,141 +103%
GA
9
Gateway Advisory
New Jersey
$11.1M +$149K +2,859 +1%
SB
10
Suntrust Banks
Georgia
$10.4M -$200K -3,829 -2%
BlackRock
11
BlackRock
New York
$8.74M -$223K -4,271 -2%
Jane Street
12
Jane Street
New York
$8.27M +$7.11M +136,496 +603%
AC
13
Abbrea Capital
California
$8.07M -$2.98M -57,089 -27%
Wells Fargo
14
Wells Fargo
California
$7.18M -$1.39M -26,629 -16%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.46M -$15.6M -300,206 -71%
PA
16
Planning Alternatives
Michigan
$6.01M -$366K -7,017 -6%
ZB
17
Zions Bancorporation
Utah
$5.89M -$2.17M -41,654 -27%
LYV
18
Live Your Vision
Pennsylvania
$4.74M +$194K +3,729 +4%
LPL Financial
19
LPL Financial
California
$4.68M -$103K -1,982 -2%
SFM
20
Signet Financial Management
New Jersey
$4.13M -$426K -8,164 -9%
CMP
21
Courage Miller Partners
Virginia
$3.68M -$2.87K -55 -0.1%
RWM
22
Rezny Wealth Management
Florida
$3.66M -$412K -7,908 -10%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.41M +$86K +1,650 +3%
PA
24
Parkside Advisors
California
$2.94M +$57.7K +1,107 +2%
SPC
25
Sigma Planning Corp
Michigan
$2.89M +$197K +3,785 +7%