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

149 hedge funds and large institutions have $1.01B invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

3% more capital invested

Capital invested by funds: $981M → $1.01B (+$25.2M)

1% more funds holding

Funds holding: 148149 (+1)

4.15% less ownership

Funds ownership: 68.05%63.9% (-4.2%)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

Holders
149
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.51%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
19
Increased
46
Reduced
54
Closed
18
Calls
$560K
Puts
Net Calls
+$560K
Net Calls Change
+$560K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$194M +$93.2M +1,744,524 +88%
Morgan Stanley
2
Morgan Stanley
New York
$137M +$21.8M +408,661 +18%
Wells Fargo
3
Wells Fargo
California
$63M +$5.37M +100,540 +9%
AWS
4
AJ Wealth Strategies
New York
$50.6M -$231K -4,328 -0.4%
Ameriprise
5
Ameriprise
Minnesota
$41.9M +$22.3M +418,361 +109%
Jane Street
6
Jane Street
New York
$38.9M +$39.5M +739,021 +18,384%
TF
7
TIAA FSB
Florida
$29.4M -$2.25M -42,181 -7%
PFA
8
Pure Financial Advisors
California
$28.2M -$2.79M -52,286 -9%
AAS
9
Ameritas Advisory Services
Nebraska
$28.2M +$3.25M +60,790 +13%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$20.8M +$4.71M +88,138 +28%
Truist Financial
11
Truist Financial
North Carolina
$19.8M +$5.79M +108,474 +40%
Members Trust
12
Members Trust
Florida
$19.6M -$42.4M -794,243 -68%
LPL Financial
13
LPL Financial
California
$18.2M +$3.17M +59,428 +21%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$17.9M +$1.1M +20,546 +6%
OCM
15
One Capital Management
California
$16.9M +$2.64M +49,384 +18%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$16.9M -$1.92M -36,034 -10%
Bank of Nova Scotia
17
Bank of Nova Scotia
Ontario, Canada
$16.2M -$17.2M -321,531 -51%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$15.5M -$2.08M -38,893 -12%
AGA
19
Arkos Global Advisors
Texas
$12.7M +$1.66M +31,026 +15%
Osaic Holdings
20
Osaic Holdings
Arizona
$11.8M -$463K -8,660 -4%
NF
21
Nvest Financial
New Hampshire
$11.8M +$387K +7,242 +3%
UBS Group
22
UBS Group
Switzerland
$10.8M -$24.4M -456,583 -69%
RJA
23
Raymond James & Associates
Florida
$10.4M +$4.41M +82,469 +71%
BA
24
Bennicas & Associates
California
$10.3M -$2.94K -55 -0%
MAP
25
Milestone Advisory Partners
North Carolina
$8.76M +$8.67M +162,326 +3,858%