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

93 hedge funds and large institutions have $768M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.69%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.38%
New
10
Increased
26
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$31.6M
2
SB
2
Suntrust Banks
Georgia
$220M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15M
4
Wells Fargo
4
Wells Fargo
California
$41.2M
5
Jane Street
5
Jane Street
New York
$6.85M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$6.91M
2
Bank of America
2
Bank of America
North Carolina
$15.9M
3
MFP
3
Mosaic Financial Partners
California
$11.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$16M
5
CC
5
Curian Capital
Colorado
$18.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$6.26M 118,290 +110,352 +1,390%
CMP
27
Courage Miller Partners
Virginia
$5.05M 95,368 -3,268 -3%
U
28
UBS
Switzerland
$4.25M 80,188 -5,817 -7%
DOA
29
D'Orazio & Associates
Virginia
$4.16M 78,503 +28,878 +58%
BCI
30
Brinker Capital Investments
Pennsylvania
$3.13M 59,064 +16,564 +39%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.66M 50,158 +2,535 +5%
MIM
32
Macroview Investment Management
Maryland
$2.57M 48,456 -49,609 -51%
BCM
33
Bluefin Capital Management
New York
$2.1M 39,386 +16,571 +73%
CCM
34
Coldstream Capital Management
Washington
$1.95M 36,906 -3,069 -8%
BOS
35
Bank of Stockton
California
$1.79M 33,780 +7,952 +31%
AL
36
Aspiriant LLC
California
$1.68M 31,788 +31,788 New
Ameriprise
37
Ameriprise
Minnesota
$1.64M 30,915 -2,048 -6%
BCM
38
Brookstone Capital Management
Illinois
$1.61M 30,369 +1,789 +6%
AA
39
Alesco Advisors
New York
$1.37M 25,828 +326 +1%
TAT
40
TD Ameritrade Trust
Colorado
$1.27M 24,046 -700 -3%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.12M 21,238 +806 +4%
SG
42
Somerset Group
Minnesota
$953K 18,010 -1,990 -10%
OC
43
Oppenheimer & Co
New York
$840K 15,861 +2,753 +21%
FWM
44
Focused Wealth Management
New York
$828K 15,633 -3,065 -16%
UBS AM
45
UBS AM
Illinois
– – – –
Invesco
46
Invesco
Georgia
– – – –
PMG
47
ProVise Management Group
Florida
$816K 15,411 – –
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$644K 12,166 -1,049 -8%
WCM
49
Windsor Capital Management
Arizona
$617K 11,646 -296 -2%
MFS
50
MSI Financial Services
Massachusetts
$615K 11,613 +3,964 +52%
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