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

151 hedge funds and large institutions have $851M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

2.37% more ownership

Funds ownership: 63.9%66.27% (+2.4%)

1% more funds holding

Funds holding: 149151 (+2)

15% less capital invested

Capital invested by funds: $1.01B → $851M (-$155M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
151
Holders Change
+2
Holders Change %
+1.34%
% of All Funds
2.6%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
26
Increased
48
Reduced
41
Closed
23
Calls
$5.62M
Puts
Net Calls
+$5.62M
Net Calls Change
+$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$179M -$4.53M -87,549 -2%
Morgan Stanley
2
Morgan Stanley
New York
$107M -$23.6M -456,528 -17%
Wells Fargo
3
Wells Fargo
California
$54.5M -$5.27M -102,020 -8%
KOC
4
Koss-Olinger Consulting
Florida
$39.6M +$41.4M +801,463 New
Ameriprise
5
Ameriprise
Minnesota
$32.2M -$7.75M -149,912 -19%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$31.6M +$32.1M +620,924 +3,421%
AAS
7
Ameritas Advisory Services
Nebraska
$28.4M +$1.86M +35,922 +7%
TF
8
TIAA FSB
Florida
$26M -$1.86M -35,911 -6%
PFA
9
Pure Financial Advisors
California
$25.3M -$1.42M -27,442 -5%
LPL Financial
10
LPL Financial
California
$21.1M +$4.06M +78,537 +23%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$20.1M +$419K +8,098 +2%
MAP
12
Milestone Advisory Partners
North Carolina
$17.8M +$9.97M +192,930 +116%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$16.5M -$403K -7,802 -2%
OCM
14
One Capital Management
California
$15.5M -$485K -9,376 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$15.4M +$788K +15,249 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$12M -$4.16M -80,535 -25%
Truist Financial
17
Truist Financial
North Carolina
$11.9M -$7.05M -136,356 -36%
AGA
18
Arkos Global Advisors
Texas
$11.3M -$704K -13,622 -6%
BA
19
Bennicas & Associates
California
$9.59M -$168K -3,250 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$9.03M -$2.26M -43,712 -19%
AFG
21
Allegheny Financial Group
Pennsylvania
$7.83M +$136K +2,632 +2%
Goldman Sachs
22
Goldman Sachs
New York
$6.49M +$1.13M +21,826 +20%
RJA
23
Raymond James & Associates
Florida
$6.38M -$3.58M -69,292 -35%
AWA
24
Archvest Wealth Advisors
California
$6.1M -$167K -3,224 -3%
Stifel Financial
25
Stifel Financial
Missouri
$5.84M -$1.27M -24,562 -17%