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

94 hedge funds and large institutions have $294M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 9194 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.3% less ownership

Funds ownership: 42.97%41.67% (-1.3%)

6% less capital invested

Capital invested by funds: $312M → $294M (-$17.8M)

39% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 33

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
20
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$58.2M -$6.43M -122,833 -10%
TF
2
TIAA FSB
Florida
$24.7M -$8.14M -155,524 -25%
Stifel Financial
3
Stifel Financial
Missouri
$23.1M -$3.05M -58,324 -12%
Bank of America
4
Bank of America
North Carolina
$21.8M -$1.82M -34,822 -8%
BCI
5
Brinker Capital Investments
Pennsylvania
$18.6M -$502K -9,580 -3%
HighTower Advisors
6
HighTower Advisors
Illinois
$18.2M +$1.92M +36,683 +12%
GA
7
Gateway Advisory
New Jersey
$14.2M +$46.5K +889 +0.3%
PAG
8
Private Advisor Group
New Jersey
$11.4M -$135K -2,587 -1%
Truist Financial
9
Truist Financial
North Carolina
$10.8M +$10.8M +206,484 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.2M +$282K +5,386 +3%
PA
11
Parkside Advisors
California
$9.9M +$700K +13,370 +8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.42M +$735K +14,038 +10%
AA
13
Alesco Advisors
New York
$7.21M -$10.2K -195 -0.1%
LPL Financial
14
LPL Financial
California
$4.43M +$189K +3,607 +4%
Wells Fargo
15
Wells Fargo
California
$3.99M +$620K +11,837 +18%
SPC
16
Sigma Planning Corp
Michigan
$3.88M -$30.9K -590 -0.8%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.72M +$57.7K +1,102 +2%
Jane Street
18
Jane Street
New York
$3.67M -$498K -9,506 -12%
AC
19
Abbrea Capital
California
$3.59M
RJA
20
Raymond James & Associates
Florida
$2.7M -$330K -6,293 -11%
APA
21
American Portfolios Advisors
New York
$2M -$216K -4,121 -10%
BP
22
Ballentine Partners
Massachusetts
$1.82M -$109K -2,086 -6%
AIA
23
Arbor Investment Advisors
North Carolina
$1.79M -$84.2K -1,608 -4%
SFM
24
Signet Financial Management
New Jersey
$1.74M -$47.2K -901 -3%
AA
25
Ancora Advisors
Ohio
$1.45M -$367K -7,000 -20%