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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 %
AssetMark Inc
1
AssetMark Inc
California
$59.4M 670,285 +669,855 +155,780%
AIP
2
Almanack Investment Partners
Pennsylvania
$34.1M 384,828 +19,270 +5%
WU
3
Wealthsimple US
New York
$18.3M 206,000 +28,505 +16%
EF
4
Empowered Funds
Pennsylvania
$16.1M 181,173 +181,173 New
UBS Group
5
UBS Group
Switzerland
$15.6M 176,201 -335,678 -66%
PCP
6
Proficio Capital Partners
Massachusetts
$11.9M 134,441 +21,291 +19%
FA
7
Forefront Analytics
Pennsylvania
$11.8M 133,091 -2,677 -2%
TCCM
8
Timber Creek Capital Management
Massachusetts
$10.4M 117,087 +93,433 +395%
LPL Financial
9
LPL Financial
California
$10.2M 114,662 +2,057 +2%
Wells Fargo
10
Wells Fargo
California
$8.79M 99,153 +88,710 +849%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.07M 79,797 +21,853 +38%
Bank of America
12
Bank of America
North Carolina
$7.02M 79,234 +72,146 +1,018%
Osaic Holdings
13
Osaic Holdings
Arizona
$6.54M 73,784 +60,162 +442%
Jane Street
14
Jane Street
New York
$6.44M 72,683 -181,449 -71%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.49M 50,665 +1,474 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.13M 46,594 +27,015 +138%
SCA
17
Spearhead Capital Advisors
Florida
$3.84M 43,339 +4,559 +12%
Morgan Stanley
18
Morgan Stanley
New York
$3.65M 41,128 -9,249 -18%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.79M 31,480 +299 +1%
SPIA
20
Steward Partners Investment Advisory
New York
$2.48M 28,015 +601 +2%
MSFS
21
Main Street Financial Solutions
Pennsylvania
$2.31M 26,030 +26,030 New
Stifel Financial
22
Stifel Financial
Missouri
$1.97M 22,225 +12,512 +129%
FEM
23
Fulcrum Equity Management
Texas
$1.75M 19,712 +16,426 +500%
Citadel Advisors
24
Citadel Advisors
Florida
$1.73M 19,464 -10,818 -36%
KAS
25
Kestra Advisory Services
Texas
$1.4M 15,838 +2,236 +16%
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