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

96 hedge funds and large institutions have $900M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 1 closing their positions.

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
2.79%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
19
Increased
36
Reduced
26
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$58.7M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$43.7M
3
TCT
3
TIAA CREF Trust
Missouri
$70M
4
Bank of America
4
Bank of America
North Carolina
$28.1M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$12.2M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$211M
2
TCM
2
Twele Capital Management
Minnesota
$11.2M
3
CC
3
Curian Capital
Colorado
$23.8M
4
Wells Fargo
4
Wells Fargo
California
$35M
5
UBS AM
5
UBS AM
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KFS
51
KMS Financial Services
Washington
$605K 11,520 +2,100 +22%
US Bancorp
52
US Bancorp
Minnesota
$599K 11,400 +11,400 New
FIM
53
Freedom Investment Management
Connecticut
$568K 10,819 +405 +4%
PMG
54
ProVise Management Group
Florida
$550K 10,460 +6 +0.1%
FIG
55
Fusion Investment Group
Pennsylvania
$534K 10,172 +16 +0.2%
ALA
56
Atherton Lane Advisers
California
$521K 9,910 -3,935 -28%
OC
57
Oarsman Capital
Wisconsin
$500K 9,515 +685 +8%
CG
58
Colony Group
Massachusetts
$499K 9,500 +9,500 New
WCM
59
Windsor Capital Management
Arizona
$486K 9,241 -519 -5%
AL
60
Aspiriant LLC
California
$476K 9,061 -15,955 -64%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$468K 8,902 +8,902 New
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$462K 8,795 -1,890 -18%
PI
63
Placemark Investments
Illinois
$459K 8,712 +4,465 +105%
SGAM
64
Steinberg Global Asset Management
Florida
$445K 8,478 +12 +0.1%
ECAM
65
East Coast Asset Management
Massachusetts
$381K 7,250 -2,780 -28%
LNB
66
Ledyard National Bank
$381K 7,249 +6,800 +1,514%
TYCC
67
Texas Yale Capital Corp
Florida
$370K 7,050 – –
Jane Street
68
Jane Street
New York
$345K 6,559 +6,559 New
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$329K 6,260 – –
AT
70
Arden Trust
Delaware
$320K 6,095 – –
EAM
71
Evanson Asset Management
California
$297K 5,648 +3 +0.1%
VFS
72
VSR Financial Services
Kansas
$269K 5,127 -864 -14%
PA
73
Paracle Advisors
Washington
$242K 4,619 +4,619 New
CBU
74
CIBC Bank USA
Illinois
$236K 4,490 – –
SI
75
SII Investments
Wisconsin
$228K 4,336 +4,336 New
1 2
3
4