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

92 hedge funds and large institutions have $733M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
2.67%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
20
Increased
24
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$21.2M
2
VA
2
Valmark Advisers
Ohio
$116M
3
SB
3
Suntrust Banks
Georgia
$208M
4
TCT
4
TIAA CREF Trust
Missouri
$17.4M
5
PA
5
Parkside Advisors
California
$10.3M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$32.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.4M
3
Bank of America
3
Bank of America
North Carolina
$26.3M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.52M
Name Market Value Shares Shares
Change 		Shares
Change %
U
26
UBS
Switzerland
$4.55M 86,005 -5,110 -6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.26M 61,685 -17,788 -22%
DOA
28
D'Orazio & Associates
Virginia
$2.63M 49,625 +49,625 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.52M 47,623 -28,643 -38%
BCI
30
Brinker Capital Investments
Pennsylvania
$2.25M 42,500 +12,500 +42%
CCM
31
Coldstream Capital Management
Washington
$2.12M 39,975 -7,924 -17%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$1.82M 34,335 +8,979 +35%
Ameriprise
33
Ameriprise
Minnesota
$1.74M 32,963 +1,289 +4%
BCM
34
Brookstone Capital Management
Illinois
$1.51M 28,580 +28,580 New
BOS
35
Bank of Stockton
California
$1.37M 25,828 +25,828 New
AA
36
Alesco Advisors
New York
$1.35M 25,502 +6,276 +33%
TAT
37
TD Ameritrade Trust
Colorado
$1.31M 24,746 -404 -2%
BCM
38
Bluefin Capital Management
New York
$1.21M 22,815 -1,621 -7%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$1.08M 20,432 -501 -2%
SG
40
Somerset Group
Minnesota
$1.06M 20,000 -10,000 -33%
FWM
41
Focused Wealth Management
New York
$989K 18,698 – –
Invesco
42
Invesco
Georgia
– – – –
PMG
43
ProVise Management Group
Florida
$815K 15,411 – –
FIM
44
Freedom Investment Management
Connecticut
$764K 14,448 -882 -6%
RPGK
45
Retirement Planning Group (Kansas)
Kansas
$699K 13,215 -15,979 -55%
OC
46
Oppenheimer & Co
New York
$693K 13,108 -552 -4%
UBS AM
47
UBS AM
Illinois
– – – –
WCM
48
Windsor Capital Management
Arizona
$632K 11,942 -1,141 -9%
FIG
49
Fusion Investment Group
Pennsylvania
$622K 11,766 +11,766 New
KFS
50
KMS Financial Services
Washington
$609K 11,512 -935 -8%
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