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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
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Overview Fund Activity

49 hedge funds and large institutions have $118M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
20
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.6M
2
HI
2
Hudock Inc
Pennsylvania
$3.82M
3
VF
3
Virtu Financial
New York
$1.51M
4
FA
4
Forefront Analytics
Pennsylvania
$5.44M
5
Wells Fargo
5
Wells Fargo
California
$9.1M

Top Sellers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$15.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$792K
3
BFA
3
Beaumont Financial Advisors
Massachusetts
$0
4
RIG
4
RiverFront Investment Group
Virginia
$41.3M
5
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$271K – – –
G
27
GenTrust
Florida
$211K – – –
Bank of America
28
Bank of America
North Carolina
$165K +$29.8K +443 +22%
VCM
29
Versant Capital Management
Arizona
$100K – – –
ASN
30
Advisory Services Network
Georgia
$90K -$10.6K -159 -11%
RCA
31
Rowland Carmichael Advisors
Arizona
$81K – – –
AG
32
Advisor Group
Arizona
$59K -$5.4K -80 -8%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$48K – – –
FGC
34
Financial Gravity Companies
Texas
$43K – – –
FGAM
35
Financial Gravity Asset Management
Texas
$43K +$43K +653 New
SEI Investments
36
SEI Investments
Pennsylvania
$37K – – –
IA
37
IFP Advisors
Florida
$29K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$20K – – –
PA
39
Parallel Advisors
California
$18K +$66 +1 +0.4%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$13K +$65 +1 +0.5%
BCWM
41
Bartlett & Co Wealth Management
Ohio
$12.1K +$12.1K +180 New
AWMS
42
Advocacy Wealth Management Services
Georgia
$12K – – –
BC
43
Bartlett & Co
Ohio
$12K +$12K +180 New
MOS
44
MGO One Seven
Ohio
$9K – – –
SWP
45
Stratos Wealth Partners
Ohio
$8K +$3.13K +45 +64%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$3K -$235K -3,919 -99%
US Bancorp
47
US Bancorp
Minnesota
$2K – – –
WDL
48
Well Done LLC
Michigan
$2K +$2K +23 New
BFA
49
Beaumont Financial Advisors
Massachusetts
– -$1.64M -23,615 Closed
HighTower Advisors
50
HighTower Advisors
Illinois
– -$923K -13,381 Closed
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2
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