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

90 hedge funds and large institutions have $387M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.05% more ownership

Funds ownership: 57.01%61.05% (+4%)

5% more capital invested

Capital invested by funds: $369M → $387M (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 10090 (-10)

17% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 30

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
90
Holders Change
-10
Holders Change %
-10%
% 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
6
Increased
25
Reduced
30
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$94.9M -$25.7M -487,477 -21%
Members Trust
2
Members Trust
Florida
$49.8M +$49.3M +936,060 New
HighTower Advisors
3
HighTower Advisors
Illinois
$34.4M -$2.4M -45,524 -7%
Stifel Financial
4
Stifel Financial
Missouri
$20.5M -$290K -5,512 -1%
TF
5
TIAA FSB
Florida
$19.2M -$4.88M -92,723 -20%
BCI
6
Brinker Capital Investments
Pennsylvania
$17.7M +$2.1M +39,873 +14%
GA
7
Gateway Advisory
New Jersey
$15M +$545K +10,357 +4%
Truist Financial
8
Truist Financial
North Carolina
$14.2M +$1.85M +35,081 +15%
Bank of America
9
Bank of America
North Carolina
$13.6M -$1.83M -34,742 -12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.8M +$2.19M +41,587 +21%
PAG
11
Private Advisor Group
New Jersey
$11.1M -$106K -2,022 -1%
PA
12
Parkside Advisors
California
$8.96M -$7.69K -146 -0.1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$8.63M -$2.24M -42,599 -21%
Jane Street
14
Jane Street
New York
$8.13M -$3.08M -58,489 -28%
LPL Financial
15
LPL Financial
California
$4.85M +$146K +2,772 +3%
APA
16
American Portfolios Advisors
New York
$4.66M +$14K +266 +0.3%
Wells Fargo
17
Wells Fargo
California
$4.2M +$466K +8,850 +13%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.66M -$83.3K -1,582 -2%
AA
19
Alesco Advisors
New York
$3.6M -$740K -14,061 -17%
AC
20
Abbrea Capital
California
$3.42M -$214K -4,058 -6%
Citadel Advisors
21
Citadel Advisors
Florida
$3.37M -$261K -4,954 -7%
RJA
22
Raymond James & Associates
Florida
$2.96M -$6.84K -130 -0.2%
FTUS
23
Flow Traders U.S.
New York
$2.67M +$1.88M +35,729 +248%
BP
24
Ballentine Partners
Massachusetts
$1.5M
RFC
25
Regions Financial Corp
Alabama
$1.49M +$26.4K +501 +2%