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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 %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$577K 10,908 +915 +9%
VFS
52
VSR Financial Services
Kansas
$574K 10,844 -149 -1%
SGAM
53
Steinberg Global Asset Management
Florida
$553K 10,461 – –
ECAM
54
East Coast Asset Management
Massachusetts
$545K 10,310 +400 +4%
LWI
55
Long Wharf Investors
Massachusetts
$503K 9,500 – –
PAS
56
Partnervest Advisory Services
California
$463K 8,756 +4,566 +109%
OC
57
Oarsman Capital
Wisconsin
$427K 8,076 +304 +4%
Goldman Sachs
58
Goldman Sachs
New York
$420K 7,938 -24,910 -76%
MFS
59
MSI Financial Services
Massachusetts
$405K 7,649 +1,941 +34%
TYCC
60
Texas Yale Capital Corp
Florida
$373K 7,050 – –
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$370K 6,988 +2,833 +68%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$331K 6,260 +1,760 +39%
BWAM
63
Boyd Watterson Asset Management
Ohio
$325K 6,135 – –
AT
64
Arden Trust
Delaware
$322K 6,095 -368 -6%
EAM
65
Evanson Asset Management
California
$299K 5,644 +5,644 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$278K 5,258 +1,908 +57%
MHS
67
M Holdings Securities
Oregon
$275K 5,203 +5,203 New
FAAS
68
First Allied Advisory Services
California
$270K 5,082 -110 -2%
B
69
Baird
Wisconsin
$264K 4,986 -2,200 -31%
CBU
70
CIBC Bank USA
Illinois
$238K 4,490 – –
Bank of New York Mellon
71
Bank of New York Mellon
New York
$236K 4,456 +4,456 New
FA
72
FDx Advisors
Illinois
$228K 4,311 +4,311 New
Citigroup
73
Citigroup
New York
$224K 4,233 +1,743 +70%
WS
74
Wedbush Securities
California
$217K 4,105 – –
EGA
75
Eagle Global Advisors
Texas
$204K 3,850 -6,849 -64%
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3
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