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

69 hedge funds and large institutions have $270M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
69
Holders Change
+11
Holders Change %
+18.97%
% of All Funds
1.22%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
22
Increased
30
Reduced
12
Closed
10
Calls
$948K
Puts
$603K
Net Calls
+$345K
Net Calls Change
-$13K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$59.4M
2
EF
2
Empowered Funds
Pennsylvania
$16.1M
3
TCCM
3
Timber Creek Capital Management
Massachusetts
$10.4M
4
Wells Fargo
4
Wells Fargo
California
$8.79M
5
Bank of America
5
Bank of America
North Carolina
$7.02M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$15.6M
2
Jane Street
2
Jane Street
New York
$6.44M
3
VIA
3
Vident Investment Advisory
Georgia
$0
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.73M
Name Market Value Shares Shares
Change 		Shares
Change %
FEG
51
Financial Enhancement Group
Indiana
$94K 1,061 – –
SBL
52
Sargent Bickham Lagudis
Colorado
$89K 1,009 +6 +0.6%
EP
53
Eudaimonia Partners
Tennessee
$88K 990 – –
ICP
54
Interchange Capital Partners
Pennsylvania
$39K 441 +441 New
PWM
55
Perigon Wealth Management
California
$38K 432 +432 New
US Bancorp
56
US Bancorp
Minnesota
$25K 286 +251 +717%
NFG
57
Next Financial Group
Texas
$18K 204 – –
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$17K 189 -28 -13%
Franklin Resources
59
Franklin Resources
California
$16K 175 +65 +59%
WWM
60
Wolff Wiese Magana
California
$15K 170 +170 New
FGAM
61
Financial Gravity Asset Management
Texas
$15K 173 +173 New
CFGS
62
Concourse Financial Group Securities
Alabama
$12K 133 +133 New
SFS
63
Sowell Financial Services
Arkansas
$10K 118 +118 New
AA
64
AlphaMark Advisors
Kentucky
$9K 100 – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$4K 47 +7 +18%
SIAG
66
Safeguard Investment Advisory Group
California
$3K 36 +36 New
CFD
67
Creative Financial Designs
Indiana
$3K 38 +38 New
APA
68
American Portfolios Advisors
New York
$2.39K 27 – –
VIA
69
Vident Investment Advisory
Georgia
– – -121,379 Closed
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
– – -15,336 Closed
DC
71
Davenport & Co
Virginia
– – -3,342 Closed
MTC
72
Matrix Trust Company
Colorado
– – -2,618 Closed
GWM
73
Geneos Wealth Management
Colorado
– – -100 Closed
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
– – -76 Closed
FHA
75
Flagship Harbor Advisors
Massachusetts
– – -18 Closed
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3
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