We are live on ! Find out more
STPZ icon

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

148 hedge funds and large institutions have $981M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

12% more capital invested

Capital invested by funds: $876M → $981M (+$106M)

11% more funds holding

Funds holding: 133148 (+15)

2.94% more ownership

Funds ownership: 65.11%68.05% (+2.9%)

Holders
148
Holders Change
+15
Holders Change %
+11.28%
% of All Funds
2.33%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
28
Increased
48
Reduced
41
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$121M -$42.2M -770,109 -26%
Bank of America
2
Bank of America
North Carolina
$107M +$38.2M +697,703 +55%
Members Trust
3
Members Trust
Florida
$63.7M +$1.11M +20,303 +2%
Wells Fargo
4
Wells Fargo
California
$60.1M +$20.2M +369,164 +50%
AWS
5
AJ Wealth Strategies
New York
$53M +$10.4M +190,678 +24%
UBS Group
6
UBS Group
Switzerland
$36.2M -$7.53M -137,534 -17%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$34.4M -$6.2M -113,235 -15%
TF
8
TIAA FSB
Florida
$32.4M -$2.89M -52,802 -8%
PFA
9
Pure Financial Advisors
California
$32.3M +$32.4M +592,324 New
AAS
10
Ameritas Advisory Services
Nebraska
$26.1M +$6.16M +112,476 +31%
Ameriprise
11
Ameriprise
Minnesota
$20.9M +$1.36M +24,766 +7%
SW
12
Signify Wealth
Missouri
$20.1M +$20.8M +379,981 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$19.5M +$3.41M +62,214 +21%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$18.3M -$3.68M -67,131 -17%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$17.5M +$12.3M +225,433 +235%
BCI
16
Brinker Capital Investments
Pennsylvania
$17.4M -$6.95M -126,945 -28%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$16.9M +$1.54M +28,094 +10%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$16.4M +$2.16M +39,466 +15%
LPL Financial
19
LPL Financial
California
$15.7M +$2.29M +41,767 +17%
OCM
20
One Capital Management
California
$14.9M +$14.7M +269,043 +5,333%
Truist Financial
21
Truist Financial
North Carolina
$14.7M -$7.18M -131,090 -33%
CPFP
22
Clear Perspectives Financial Planning
Ohio
$14M -$2.82M -51,537 -17%
Osaic Holdings
23
Osaic Holdings
Arizona
$12.9M +$521K +9,516 +4%
NF
24
Nvest Financial
New Hampshire
$11.9M +$12M +218,317 New
AGA
25
Arkos Global Advisors
Texas
$11.5M +$10.8M +197,518 +1,477%