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

120 hedge funds and large institutions have $453M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.66% more ownership

Funds ownership: 62.04%68.7% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less funds holding

Funds holding: 132120 (-12)

14% less capital invested

Capital invested by funds: $526M → $453M (-$73.7M)

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

48% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 52

Holders
120
Holders Change
-12
Holders Change %
-9.09%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
27
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$72.5M -$9.88M -196,572 -12%
Bank of America
2
Bank of America
North Carolina
$58.6M -$17.9M -356,109 -23%
AAS
3
Ameritas Advisory Services
Nebraska
$40.8M +$41M +815,151 New
Jane Street
4
Jane Street
New York
$24.3M +$4.82M +96,037 +25%
Ameriprise
5
Ameriprise
Minnesota
$23.4M -$13.7M -273,015 -37%
Wells Fargo
6
Wells Fargo
California
$21.3M -$7.41M -147,453 -26%
BFG
7
Bleakley Financial Group
New Jersey
$18M +$74.7K +1,487 +0.4%
SS
8
Simplicity Solutions
Minnesota
$18M +$74.7K +1,487 +0.4%
LPL Financial
9
LPL Financial
California
$16.1M -$401K -7,982 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$14.8M -$4.77M -94,928 -24%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$9.52M +$9.55M +190,124 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.05M -$2.06M -40,989 -20%
BPA
13
Beacon Pointe Advisors
California
$7.78M +$7.8M +155,225 New
Cerity Partners
14
Cerity Partners
New York
$7.08M +$7.1M +141,351 New
KLI
15
Kelman-Lazarov Inc
Tennessee
$5.86M +$877K +17,452 +18%
AWA
16
Archvest Wealth Advisors
California
$5.69M -$598K -11,897 -9%
LFS
17
Lutz Financial Services
Nebraska
$5.14M -$72.9K -1,452 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.11M -$481K -9,581 -9%
UBS Group
19
UBS Group
Switzerland
$4.64M -$256K -5,094 -5%
FTUS
20
Flow Traders U.S.
New York
$3.92M +$933K +18,562 +31%
FGAM
21
Financial Gravity Asset Management
Texas
$3.86M +$2.61M +51,913 +1,241%
SPC
22
Sigma Planning Corp
Michigan
$3.8M +$14K +278 +0.4%
GVAG
23
Great Valley Advisor Group
Delaware
$3.76M +$3.77M +75,129 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.6M -$12.6M -250,236 -78%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$3.49M -$332K -6,605 -9%