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

113 hedge funds and large institutions have $357M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 125113 (-12)

10.29% less ownership

Funds ownership: 78.39%68.09% (-10%)

22% less capital invested

Capital invested by funds: $459M → $357M (-$102M)

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 52

Holders
113
Holders Change
-12
Holders Change %
-9.6%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
19
Reduced
52
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$57.5M -$69.9M -1,364,621 -55%
Bank of America
2
Bank of America
North Carolina
$40.1M -$7.9M -154,210 -17%
AAS
3
Ameritas Advisory Services
Nebraska
$31.6M +$3.97M +77,462 +14%
BFG
4
Bleakley Financial Group
New Jersey
$19.2M -$2.8M -54,743 -13%
SW
5
Simplicity Wealth
New Jersey
$19.2M +$19.1M +372,943 New
LPL Financial
6
LPL Financial
California
$15.3M -$1.12M -21,840 -7%
Wells Fargo
7
Wells Fargo
California
$14.4M -$583K -11,378 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$13.6M +$1.96M +38,214 +17%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$13.3M +$179K +3,490 +1%
PPW
10
Pasadena Private Wealth
California
$8.72M +$8.68M +169,338 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$7.44M +$3.47M +67,763 +88%
KLI
12
Kelman-Lazarov Inc
Tennessee
$7.3M +$250K +4,889 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.11M -$292K -5,705 -4%
BPA
14
Beacon Pointe Advisors
California
$7.01M -$179K -3,490 -2%
Jane Street
15
Jane Street
New York
$6.22M +$2.24M +43,812 +57%
AWA
16
Archvest Wealth Advisors
California
$5.25M -$232K -4,527 -4%
LFS
17
Lutz Financial Services
Nebraska
$4.94M -$60.2K -1,174 -1%
Ameriprise
18
Ameriprise
Minnesota
$4.86M -$9.93M -193,757 -67%
UBS Group
19
UBS Group
Switzerland
$4.74M -$41.8K -815 -0.9%
SPC
20
Sigma Planning Corp
Michigan
$4.09M +$2.38M +46,449 +141%
Citadel Advisors
21
Citadel Advisors
Florida
$3.07M +$1.63M +31,771 +114%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.06M -$324K -6,327 -10%
AIA
23
Arbor Investment Advisors
North Carolina
$2.87M +$1.03M +20,185 +57%
Stifel Financial
24
Stifel Financial
Missouri
$2.84M -$209K -4,078 -7%
Truist Financial
25
Truist Financial
North Carolina
$2.81M -$162K -3,153 -5%