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

58 hedge funds and large institutions have $202M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 7 reducing their positions, and 9 closing their positions.

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
18
Increased
27
Reduced
7
Closed
9
Calls
$831K
Puts
$473K
Net Calls
+$358K
Net Calls Change
-$217K

Top Buyers

1
Jane Street
1
Jane Street
New York
$22.2M
2
LPL Financial
2
LPL Financial
California
$9.85M
3
VIA
3
Vident Investment Advisory
Georgia
$10.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.07M
5
AIP
5
Almanack Investment Partners
Pennsylvania
$30.9M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$38K
2
FS
2
Ferguson Shapiro
Georgia
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.19M
4
PCP
4
Proficio Capital Partners
Massachusetts
$9.92M
5
FIM
5
Freedom Investment Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$893K 10,201 +149 +1%
Stifel Financial
27
Stifel Financial
Missouri
$850K 9,713 +1,147 +13%
Bank of America
28
Bank of America
North Carolina
$620K 7,088 +1,039 +17%
HI
29
Hudock Inc
Pennsylvania
$585K 6,693 +714 +12%
FAAS
30
First Allied Advisory Services
California
$553K 6,321 +695 +12%
AAM
31
Advisors Asset Management
Colorado
$385K 4,399 -180 -4%
BFA
32
Beaumont Financial Advisors
Massachusetts
$350K 4,007 +4,007 New
Goldman Sachs
33
Goldman Sachs
New York
$325K 3,714 +933 +34%
AC
34
Addison Capital
Pennsylvania
$321K 3,673 +3,673 New
DC
35
Davenport & Co
Virginia
$292K 3,342 +3,342 New
FEM
36
Fulcrum Equity Management
Texas
$288K 3,286 +3,286 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$275K 3,147 +720 +30%
MTC
38
Matrix Trust Company
Colorado
$229K 2,618 +2,618 New
ASN
39
Advisory Services Network
Georgia
$223K 2,542 +2,542 New
Bessemer Group
40
Bessemer Group
New Jersey
$131K 1,500 – –
FEG
41
Financial Enhancement Group
Indiana
$93K 1,061 +1,061 New
SBL
42
Sargent Bickham Lagudis
Colorado
$88K 1,003 +1,003 New
EP
43
Eudaimonia Partners
Tennessee
$87K 990 +990 New
AssetMark Inc
44
AssetMark Inc
California
$38K 430 -1,491,055 -100%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$19K 217 +155 +250%
NFG
46
Next Financial Group
Texas
$18K 204 +204 New
Franklin Resources
47
Franklin Resources
California
$10K 110 +110 New
AA
48
AlphaMark Advisors
Kentucky
$9K 100 – –
GWM
49
Geneos Wealth Management
Colorado
$8K 100 – –
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$7K 76 +76 New
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2
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