We are live on ! Find out more
STPZ icon

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

125 hedge funds and large institutions have $459M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

9.69% more ownership

Funds ownership: 68.7%78.39% (+9.7%)

4% more funds holding

Funds holding: 120125 (+5)

1% more capital invested

Capital invested by funds: $453M → $459M (+$6.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

35% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 52

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
34
Reduced
52
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$127M +$52.2M +1,033,608 +71%
Bank of America
2
Bank of America
North Carolina
$47.7M -$12M -238,257 -20%
AAS
3
Ameritas Advisory Services
Nebraska
$27.4M -$14.1M -278,985 -34%
BFG
4
Bleakley Financial Group
New Jersey
$21.9M +$3.46M +68,617 +19%
SS
5
Simplicity Solutions
Minnesota
$21.9M +$3.46M +68,617 +19%
LPL Financial
6
LPL Financial
California
$16.4M -$56.8K -1,126 -0.4%
Wells Fargo
7
Wells Fargo
California
$14.9M -$6.71M -132,974 -31%
Ameriprise
8
Ameriprise
Minnesota
$14.7M -$8.99M -178,042 -38%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$13.1M +$3.3M +65,327 +34%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.6M -$3.46M -68,535 -23%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$11M +$10.8M +214,700 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.35M -$859K -17,012 -11%
BPA
13
Beacon Pointe Advisors
California
$7.14M -$786K -15,575 -10%
KLI
14
Kelman-Lazarov Inc
Tennessee
$7M +$1.01M +19,919 +17%
AWA
15
Archvest Wealth Advisors
California
$5.47M -$333K -6,588 -6%
LFS
16
Lutz Financial Services
Nebraska
$4.97M -$281K -5,563 -5%
UBS Group
17
UBS Group
Switzerland
$4.75M +$3.03K +60 +0.1%
GVAG
18
Great Valley Advisor Group
Delaware
$4.29M +$440K +8,711 +12%
Jane Street
19
Jane Street
New York
$3.93M -$20.6M -407,483 -84%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.92M +$1.19M +23,573 +44%
FGAM
21
Financial Gravity Asset Management
Texas
$3.9M +$45.2K +896 +2%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$3.66M +$97.1K +1,924 +3%
KAS
23
Kestra Advisory Services
Texas
$3.46M +$3.42M +67,672 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$3.36M -$318K -6,307 -9%
FTUS
25
Flow Traders U.S.
New York
$3.08M -$910K -18,027 -23%