We are live on ! Find out more
STPZ icon

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

147 hedge funds and large institutions have $601M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

1.31% more ownership

Funds ownership: 63.12%64.43% (+1.3%)

1% more funds holding

Funds holding: 146147 (+1)

11% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 53

15% less capital invested

Capital invested by funds: $710M → $601M (-$110M)

67% less funds holding in top 10

Funds holding in top 10: 93 (-6)

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
22
Increased
47
Reduced
53
Closed
18
Calls
$5.35M
Puts
Net Calls
+$5.35M
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$91.8M +$266K +5,292 +0.3%
Bank of America
2
Bank of America
North Carolina
$89.2M -$49.2M -979,603 -36%
AAS
3
Ameritas Advisory Services
Nebraska
$38.9M +$5.38M +107,032 +16%
Ameriprise
4
Ameriprise
Minnesota
$38.2M +$4.7M +93,561 +14%
Wells Fargo
5
Wells Fargo
California
$29.5M -$16.3M -325,145 -36%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$27.4M -$2.18M -43,341 -7%
LPL Financial
7
LPL Financial
California
$19.8M -$3.08M -61,363 -14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$17.9M +$947K +18,838 +6%
BFG
9
Bleakley Financial Group
New Jersey
$17.7M +$420K +8,366 +2%
SS
10
Simplicity Solutions
Minnesota
$17.7M +$17.5M +347,330 New
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$12.2M +$12.1M +239,860 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$11.5M +$542K +10,777 +5%
SFS
13
Sowell Financial Services
Arkansas
$11.5M +$283K +5,626 +3%
TF
14
TIAA FSB
Florida
$10.8M -$14.9M -295,490 -58%
AGA
15
Arkos Global Advisors
Texas
$8.47M -$1.12M -22,343 -12%
BPA
16
Beacon Pointe Advisors
California
$8.04M +$7.92M +157,610 New
AWS
17
AJ Wealth Strategies
New York
$7.63M +$109K +2,169 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.94M -$982K -19,537 -13%
Stifel Financial
19
Stifel Financial
Missouri
$6.37M -$355K -7,059 -5%
AWA
20
Archvest Wealth Advisors
California
$6.27M -$106K -2,102 -2%
UBS Group
21
UBS Group
Switzerland
$5.41M +$626K +12,459 +13%
ES
22
Eagle Strategies
New York
$5.4M +$424K +8,437 +9%
LFS
23
Lutz Financial Services
Nebraska
$5.17M +$550K +10,945 +12%
SPIA
24
Steward Partners Investment Advisory
New York
$5M -$700K -13,931 -12%
KLI
25
Kelman-Lazarov Inc
Tennessee
$4.6M +$554K +11,021 +14%