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

101 hedge funds and large institutions have $322M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.8% less ownership

Funds ownership: 46.86%43.06% (-3.8%)

8% less funds holding

Funds holding: 110101 (-9)

14% less capital invested

Capital invested by funds: $374M → $322M (-$51.4M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

37% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 35

Holders
101
Holders Change
-9
Holders Change %
-8.18%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
22
Reduced
35
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$70M +$114K +2,185 +0.2%
TF
2
TIAA FSB
Florida
$37.1M -$57.4M -1,102,467 -61%
Stifel Financial
3
Stifel Financial
Missouri
$26M +$1.17M +22,411 +5%
Bank of America
4
Bank of America
North Carolina
$25.5M +$852K +16,373 +3%
BCI
5
Brinker Capital Investments
Pennsylvania
$19.5M -$1.15M -22,030 -6%
GA
6
Gateway Advisory
New Jersey
$14.1M +$368K +7,074 +3%
HighTower Advisors
7
HighTower Advisors
Illinois
$13.7M +$172K +3,302 +1%
SB
8
Suntrust Banks
Georgia
$12.4M +$1.22M +23,392 +11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.76M -$455K -8,744 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.51M +$2.71M +52,000 +40%
PA
11
Parkside Advisors
California
$9.04M +$70.9K +1,361 +0.8%
AA
12
Alesco Advisors
New York
$7.47M -$28.6K -550 -0.4%
Jane Street
13
Jane Street
New York
$6.73M +$2.93M +56,306 +79%
PAG
14
Private Advisor Group
New Jersey
$4.89M +$1.26M +24,250 +35%
LPL Financial
15
LPL Financial
California
$4.4M +$121K +2,317 +3%
SPC
16
Sigma Planning Corp
Michigan
$3.81M -$389K -7,476 -9%
AC
17
Abbrea Capital
California
$3.73M -$19.5K -375 -0.5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.59M -$162K -3,103 -4%
Wells Fargo
19
Wells Fargo
California
$3.17M -$99.3K -1,907 -3%
RJA
20
Raymond James & Associates
Florida
$2.99M +$70.3K +1,350 +2%
CAN
21
Cetera Advisor Networks
California
$2.69M +$2.67M +51,208 New
APA
22
American Portfolios Advisors
New York
$2.19M -$44.6K -857 -2%
BP
23
Ballentine Partners
Massachusetts
$2.05M -$69K -1,325 -3%
SFM
24
Signet Financial Management
New Jersey
$1.99M -$369K -7,079 -16%
AIA
25
Arbor Investment Advisors
North Carolina
$1.92M -$93.9K -1,804 -5%