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

85 hedge funds and large institutions have $668M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
2.76%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
15
Increased
29
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
1
Suntrust Banks
Georgia
$195M
2
CC
2
Curian Capital
Colorado
$22.5M
3
MIS
3
Morningstar Investment Services
Illinois
$32.7M
4
VA
4
Valmark Advisers
Ohio
$97M
5
Wells Fargo
5
Wells Fargo
California
$53.2M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
U
2
UBS
Switzerland
$4.83M
3
MIM
3
Macroview Investment Management
Maryland
$4.99M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.22M
5
Invesco
5
Invesco
Georgia
$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Coldstream Capital Management
Washington
$2.54M -$175K -3,291 -6%
Goldman Sachs
27
Goldman Sachs
New York
$1.74M -$222K -4,178 -11%
Ameriprise
28
Ameriprise
Minnesota
$1.68M -$81K -1,527 -5%
SG
29
Somerset Group
Minnesota
$1.59M – – –
BCI
30
Brinker Capital Investments
Pennsylvania
$1.59M +$1.59M +30,000 New
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$1.55M +$32.6K +614 +2%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.35M +$175K +3,296 +15%
TAT
33
TD Ameritrade Trust
Colorado
$1.33M +$1.33M +25,150 New
BCM
34
Bluefin Capital Management
New York
$1.3M +$358K +6,738 +38%
Invesco
35
Invesco
Georgia
$1.28M -$1.39M – –
BIT
36
BlackRock Institutional Trust
California
$1.14M +$1.14M +21,514 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.11M +$122K +2,309 +12%
AA
38
Alesco Advisors
New York
$1.02M -$46.4K -874 -4%
FWM
39
Focused Wealth Management
New York
$992K +$992K +18,698 New
PMG
40
ProVise Management Group
Florida
$817K -$17.2K -325 -2%
FIM
41
Freedom Investment Management
Connecticut
$813K -$67.5K -1,273 -8%
OC
42
Oppenheimer & Co
New York
$725K +$47.6K +896 +7%
WCM
43
Windsor Capital Management
Arizona
$694K -$151K -2,853 -18%
KFS
44
KMS Financial Services
Washington
$660K +$12.7K +240 +2%
SMM
45
Stadion Money Management
Georgia
$589K +$589K +11,110 New
VFS
46
VSR Financial Services
Kansas
$583K +$2.44K +46 +0.4%
EGA
47
Eagle Global Advisors
Texas
$567K – – –
SGAM
48
Steinberg Global Asset Management
Florida
$555K -$5.25K -99 -0.9%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$530K -$2.65K -50 -0.5%
ECAM
50
East Coast Asset Management
Massachusetts
$526K -$21.2K -400 -4%
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