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

105 hedge funds and large institutions have $375M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 103105 (+2)

1.08% more ownership

Funds ownership: 45.89%46.97% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

1% less capital invested

Capital invested by funds: $380M → $375M (-$4.12M)

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
31
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$94M -$1.32M -25,866 -1%
Morgan Stanley
2
Morgan Stanley
New York
$62.7M -$1.6M -31,456 -2%
Bank of America
3
Bank of America
North Carolina
$25.1M -$7.63M -149,549 -23%
Stifel Financial
4
Stifel Financial
Missouri
$25M +$4.2M +82,303 +20%
BCI
5
Brinker Capital Investments
Pennsylvania
$19.9M -$255K -5,001 -1%
GA
6
Gateway Advisory
New Jersey
$13.4M +$1.36M +26,650 +11%
HighTower Advisors
7
HighTower Advisors
Illinois
$13.1M -$194K -3,798 -1%
SB
8
Suntrust Banks
Georgia
$13M +$2.05M +40,276 +19%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.98M +$3.58M +70,286 +56%
PA
10
Parkside Advisors
California
$8.93M +$6.11M +119,828 +215%
AA
11
Alesco Advisors
New York
$7.36M +$7.01M +137,569 +1,929%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.95M +$58.2K +1,141 +0.8%
BlackRock
13
BlackRock
New York
$5.68M -$627K -12,302 -10%
IA
14
IndexIQ Advisors
New York
$4.55M +$1.69M +33,139 +59%
LPL Financial
15
LPL Financial
California
$4M -$98.6K -1,933 -2%
Wells Fargo
16
Wells Fargo
California
$3.98M -$1.68M -32,907 -30%
SPC
17
Sigma Planning Corp
Michigan
$3.93M +$539K +10,572 +16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.74M +$10.7K +209 +0.3%
AC
19
Abbrea Capital
California
$3.64M +$1.23M +24,076 +51%
CMP
20
Courage Miller Partners
Virginia
$3.37M -$13.6K -267 -0.4%
PAG
21
Private Advisor Group
New Jersey
$3.11M +$163K +3,204 +6%
SFM
22
Signet Financial Management
New Jersey
$2.86M -$336K -6,596 -11%
RJA
23
Raymond James & Associates
Florida
$2.8M +$70.3K +1,378 +3%
BP
24
Ballentine Partners
Massachusetts
$2.63M +$2.63M +51,662 New
AIA
25
Arbor Investment Advisors
North Carolina
$2M +$133K +2,600 +7%