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

103 hedge funds and large institutions have $570M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.13% less ownership

Funds ownership: 59.88%58.75% (-1.1%)

3% less funds holding

Funds holding: 106103 (-3)

6% less capital invested

Capital invested by funds: $606M → $570M (-$35.5M)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

Holders
103
Holders Change
-3
Holders Change %
-2.83%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
27
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$201M -$20.5M -394,945 -9%
Morgan Stanley
2
Morgan Stanley
New York
$73.1M +$6.46M +124,566 +10%
Members Trust
3
Members Trust
Florida
$61M +$5.49M +105,900 +10%
Bank of America
4
Bank of America
North Carolina
$32.9M -$28K -540 -0.1%
BCI
5
Brinker Capital Investments
Pennsylvania
$32.3M -$14.1M -271,452 -30%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$19.3M +$7.86M +151,682 +69%
Stifel Financial
7
Stifel Financial
Missouri
$17.3M +$4.23M +81,533 +32%
HighTower Advisors
8
HighTower Advisors
Illinois
$13.1M +$951K +18,352 +8%
SB
9
Suntrust Banks
Georgia
$11.7M +$1.34M +25,831 +13%
GA
10
Gateway Advisory
New Jersey
$11.2M +$130K +2,517 +1%
BlackRock
11
BlackRock
New York
$7.87M -$876K -16,895 -10%
AC
12
Abbrea Capital
California
$7.45M -$624K -12,041 -8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.06M +$636K +12,275 +10%
Wells Fargo
14
Wells Fargo
California
$6.71M -$475K -9,163 -7%
LYV
15
Live Your Vision
Pennsylvania
$4.79M +$59.5K +1,148 +1%
ZB
16
Zions Bancorporation
Utah
$4.67M -$1.22M -23,602 -21%
LPL Financial
17
LPL Financial
California
$4.55M -$134K -2,594 -3%
SFM
18
Signet Financial Management
New Jersey
$3.76M -$378K -7,290 -9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.71M +$298K +5,755 +9%
PA
20
Planning Alternatives
Michigan
$3.67M -$2.34M -45,075 -39%
CMP
21
Courage Miller Partners
Virginia
$3.61M -$69.8K -1,347 -2%
SPC
22
Sigma Planning Corp
Michigan
$3.06M +$173K +3,336 +6%
PA
23
Parkside Advisors
California
$2.95M +$13.8K +266 +0.5%
RJA
24
Raymond James & Associates
Florida
$2.73M +$61.9K +1,194 +2%
AIA
25
Arbor Investment Advisors
North Carolina
$2.19M +$49.8K +960 +2%