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

105 hedge funds and large institutions have $632M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 10 closing their positions.

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
18
Increased
37
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$170M
2
Bank of America
2
Bank of America
North Carolina
$20.6M
3
RWM
3
Rezny Wealth Management
Florida
$4.75M
4
SEI Investments
4
SEI Investments
Pennsylvania
$80.3M
5
CS
5
Credit Suisse
Switzerland
$4.22M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$14.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$69M
3
PA
3
Parkside Advisors
California
$3.17M
4
ZB
4
Zions Bancorporation
Utah
$15.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
26
Parkside Advisors
California
$3.17M 60,417 -66,068 -52%
BSWM
27
Boston Standard Wealth Management
Massachusetts
$2.75M 52,445 -6,146 -10%
AIA
28
Arbor Investment Advisors
North Carolina
$2.67M 50,860 -4,390 -8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.61M 49,734 +2,308 +5%
NIA
30
Northstar Investment Advisors
Colorado
$2.46M 46,947 +1,230 +3%
SPC
31
Sigma Planning Corp
Michigan
$2.27M 43,242 +3,820 +10%
MIS
32
Morningstar Investment Services
Illinois
$2.19M 41,740 +839 +2%
GA
33
Gateway Advisory
New Jersey
$2.16M 41,247 -1,483 -3%
VWM
34
Venturi Wealth Management
Texas
$1.86M 35,421 -577 -2%
MFP
35
Mosaic Financial Partners
California
$1.8M 34,385 -622 -2%
SGAM
36
Steinberg Global Asset Management
Florida
$1.57M 29,851 +29,851 New
AP
37
Atwood & Palmer
Missouri
$1.5M 28,545 -1,400 -5%
RFC
38
Regions Financial Corp
Alabama
$1.37M 26,047 +1,845 +8%
FEG
39
Financial Enhancement Group
Indiana
$1.3M 24,735 +2,676 +12%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$1.3M 24,697 +768 +3%
BOS
41
Bank of Stockton
California
$1.27M 24,175 +16,375 +210%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.23M 23,452 +258 +1%
BTIS
43
BB&T Investment Services
North Carolina
$1.22M 23,168 +23,168 New
AA
44
Alesco Advisors
New York
$1.18M 22,573 +3,918 +21%
AG
45
Advisor Group
Arizona
$1.15M 21,906 +779 +4%
TCM
46
Twele Capital Management
Minnesota
$1.11M 21,218 -220 -1%
AA
47
Advisory Alpha
Michigan
$1.11M 21,139 +18,177 +614%
ACP
48
Aveo Capital Partners
Colorado
$1.1M 20,900 +20,900 New
PFA
49
Pure Financial Advisors
California
$1.09M 20,683 +12,444 +151%
FT
50
Fiduciary Trust
Massachusetts
$907K 17,287 -536 -3%
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