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

98 hedge funds and large institutions have $393M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

7% more funds holding

Funds holding: 9298 (+6)

0% more capital invested

Capital invested by funds: $392M → $393M (+$299K)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

1.77% less ownership

Funds ownership: 60.83%59.06% (-1.8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.73%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
12
Increased
31
Reduced
31
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$93.2M -$5.58M -103,948 -6%
Members Trust
2
Members Trust
Florida
$53.9M +$2.62M +48,818 +5%
TF
3
TIAA FSB
Florida
$25.3M +$6.04M +112,428 +32%
Bank of America
4
Bank of America
North Carolina
$23.5M -$73.2K -1,363 -0.3%
BCI
5
Brinker Capital Investments
Pennsylvania
$20.4M -$732K -13,616 -3%
Truist Financial
6
Truist Financial
North Carolina
$16.2M +$862K +16,048 +6%
GA
7
Gateway Advisory
New Jersey
$15.8M +$312K +5,809 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$14.6M +$1.83M +33,983 +14%
Wells Fargo
9
Wells Fargo
California
$12.8M +$7.67M +142,800 +154%
PAG
10
Private Advisor Group
New Jersey
$11.6M +$323K +6,012 +3%
BA
11
Bennicas & Associates
California
$10.6M -$22.8K -425 -0.2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.89M +$369K +6,877 +4%
PA
13
Parkside Advisors
California
$7.35M -$204K -3,795 -3%
LPL Financial
14
LPL Financial
California
$6.19M +$446K +8,304 +8%
Citadel Advisors
15
Citadel Advisors
Florida
$5.97M +$3.18M +59,250 +116%
APA
16
American Portfolios Advisors
New York
$4.98M +$44.5K +828 +0.9%
FTUS
17
Flow Traders U.S.
New York
$4.54M +$4.5M +83,730 New
Stifel Financial
18
Stifel Financial
Missouri
$4.44M -$10.8M -201,880 -71%
KF
19
Krilogy Financial
Missouri
$4.02M +$555K +10,326 +16%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.98M +$240K +4,464 +6%
AC
21
Abbrea Capital
California
$3.5M +$30.5K +568 +0.9%
UBS Group
22
UBS Group
Switzerland
$3.44M +$2.1M +39,114 +161%
AA
23
Alesco Advisors
New York
$3.43M -$86K -1,600 -2%
RJA
24
Raymond James & Associates
Florida
$3.05M +$8.06K +150 +0.3%
Allianz Asset Management
25
Allianz Asset Management
Germany
$2.49M