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

100 hedge funds and large institutions have $369M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

26% more capital invested

Capital invested by funds: $294M → $369M (+$75.1M)

15.34% more ownership

Funds ownership: 41.67%57.01% (+15%)

6% more funds holding

Funds holding: 94100 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

25% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 32

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
2.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
24
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$117M +$60.6M +1,160,164 +104%
HighTower Advisors
2
HighTower Advisors
Illinois
$35.8M +$18M +344,251 +99%
TF
3
TIAA FSB
Florida
$23.5M -$972K -18,597 -4%
Stifel Financial
4
Stifel Financial
Missouri
$20.2M -$2.57M -49,181 -11%
BCI
5
Brinker Capital Investments
Pennsylvania
$15.2M -$3.19M -61,103 -17%
Bank of America
6
Bank of America
North Carolina
$15M -$6.58M -125,919 -30%
GA
7
Gateway Advisory
New Jersey
$14M +$27.4K +524 +0.2%
Truist Financial
8
Truist Financial
North Carolina
$12M +$1.37M +26,269 +13%
Jane Street
9
Jane Street
New York
$10.9M +$7.39M +141,319 +202%
PAG
10
Private Advisor Group
New Jersey
$10.9M -$379K -7,249 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.6M +$2.31M +44,117 +27%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.3M +$305K +5,844 +3%
PA
13
Parkside Advisors
California
$8.72M -$1.03M -19,731 -10%
LPL Financial
14
LPL Financial
California
$4.57M +$197K +3,771 +4%
APA
15
American Portfolios Advisors
New York
$4.52M +$2.57M +49,255 +129%
AA
16
Alesco Advisors
New York
$4.23M -$2.92M -55,875 -41%
SPC
17
Sigma Planning Corp
Michigan
$4M +$176K +3,374 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.64M -$29K -554 -0.8%
Wells Fargo
19
Wells Fargo
California
$3.62M -$322K -6,155 -8%
AC
20
Abbrea Capital
California
$3.53M
Citadel Advisors
21
Citadel Advisors
Florida
$3.53M +$2.15M +41,106 +151%
RJA
22
Raymond James & Associates
Florida
$2.88M +$220K +4,200 +8%
AA
23
Ancora Advisors
Ohio
$1.95M +$523K +10,000 +36%
BP
24
Ballentine Partners
Massachusetts
$1.46M -$336K -6,437 -19%
AIA
25
Arbor Investment Advisors
North Carolina
$1.44M -$333K -6,368 -19%