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

94 hedge funds and large institutions have $294M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
20
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$10.8M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$18.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.42M
4
PA
4
Parkside Advisors
California
$9.9M
5
Wells Fargo
5
Wells Fargo
California
$3.99M

Top Sellers

1
TF
1
TIAA FSB
Florida
$24.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.2M
3
Stifel Financial
3
Stifel Financial
Missouri
$23.1M
4
Bank of America
4
Bank of America
North Carolina
$21.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
51
EP Wealth Advisors
California
$259K 4,940 -1,750 -26%
EM
52
Excalibur Management
Massachusetts
$256K 4,880 +4,880 New
CM
53
Columbus Macro
Pennsylvania
$252K 4,816 +4,816 New
BWA
54
Beam Wealth Advisors
Louisiana
$242K 4,621 +4,621 New
VA
55
Valmark Advisers
Ohio
$238K 4,547 +167 +4%
Renaissance Technologies
56
Renaissance Technologies
New York
$236K 4,500 +4,500 New
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$233K 4,591 -232 -5%
LRPA
58
L. Roy Papp & Associates
Arizona
$229K 4,372 – –
AG
59
Advisor Group
Arizona
$207K 3,946 – –
DI
60
Disciplined Investments
Oklahoma
$154K 2,937 +2,937 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$138K 2,630 – –
CCM
62
Covington Capital Management
California
$128K 2,452 – –
William Blair & Company
63
William Blair & Company
Illinois
$106K 2,030 – –
FEG
64
Financial Enhancement Group
Indiana
$98K 1,869 – –
BlackRock
65
BlackRock
New York
$93K 1,782 -238 -12%
ZB
66
Zions Bancorporation
Utah
$89K 1,697 -1,748 -51%
NCM
67
New Capital Management
Texas
$84K 1,613 +11 +0.7%
VCM
68
Versant Capital Management
Arizona
$82K 1,575 – –
TL
69
TrueWealth LLC
Georgia
$79K 1,509 -1,016 -40%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$77K 1,469 -1,398 -49%
US Bancorp
71
US Bancorp
Minnesota
$74K 1,421 – –
PWP
72
Personal Wealth Partners
Minnesota
$61K 1,163 – –
CB
73
Community Bank
New York
$55K 1,042 – –
PA
74
Parallel Advisors
California
$48K 921 – –
GRP
75
Global Retirement Partners
California
$38K 725 – –
1 2
3
4 5