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

110 hedge funds and large institutions have $374M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

5% more funds holding

Funds holding: 105110 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.12% less ownership

Funds ownership: 46.97%46.86% (-0.12%)

1% less capital invested

Capital invested by funds: $375M → $374M (-$1.88M)

43% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 44

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
2.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
25
Reduced
44
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$93.5M -$2.06M -40,210 -2%
Morgan Stanley
2
Morgan Stanley
New York
$68.7M +$4.88M +95,162 +8%
Stifel Financial
3
Stifel Financial
Missouri
$24.4M -$1.07M -20,780 -4%
Bank of America
4
Bank of America
North Carolina
$24.2M -$1.35M -26,329 -5%
BCI
5
Brinker Capital Investments
Pennsylvania
$20.3M
GA
6
Gateway Advisory
New Jersey
$13.5M -$143K -2,794 -1%
HighTower Advisors
7
HighTower Advisors
Illinois
$13.3M -$34.1K -665 -0.3%
SB
8
Suntrust Banks
Georgia
$11M -$2.18M -42,434 -17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$10M -$108K -2,109 -1%
PA
10
Parkside Advisors
California
$8.81M -$259K -5,051 -3%
AA
11
Alesco Advisors
New York
$7.37M -$108K -2,100 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.65M -$414K -8,071 -6%
LPL Financial
13
LPL Financial
California
$4.21M +$135K +2,624 +3%
SPC
14
Sigma Planning Corp
Michigan
$4.13M +$129K +2,509 +3%
Jane Street
15
Jane Street
New York
$3.7M +$3.67M +71,515 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.69M -$113K -2,207 -3%
AC
17
Abbrea Capital
California
$3.68M -$18K -352 -0.5%
PAG
18
Private Advisor Group
New Jersey
$3.56M +$390K +7,601 +12%
CMP
19
Courage Miller Partners
Virginia
$3.35M -$71.8K -1,401 -2%
Wells Fargo
20
Wells Fargo
California
$3.21M -$836K -16,300 -21%
RJA
21
Raymond James & Associates
Florida
$2.87M +$16.8K +327 +0.6%
IA
22
IndexIQ Advisors
New York
$2.76M -$1.85M -36,114 -40%
SFM
23
Signet Financial Management
New Jersey
$2.33M -$570K -11,112 -20%
APA
24
American Portfolios Advisors
New York
$2.2M +$430K +8,377 +25%
Wolverine Trading
25
Wolverine Trading
Illinois
$2.1M +$1.49M +29,142 +255%