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

100 hedge funds and large institutions have $369M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
24
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$35.8M
3
Jane Street
3
Jane Street
New York
$10.9M
4
APA
4
American Portfolios Advisors
New York
$4.52M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$15M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$15.2M
3
AA
3
Alesco Advisors
New York
$4.23M
4
Stifel Financial
4
Stifel Financial
Missouri
$20.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
51
LWS Wealth Advisors
New Jersey
$300K -$3.99K -77 -1%
MCG
52
McCollum Christoferson Group
New York
$295K +$20.4K +395 +7%
EAM
53
Evanson Asset Management
California
$290K +$103 +2 +0%
ONB
54
Old National Bancorp
Indiana
$274K – – –
OFS
55
OneAscent Financial Services
Alabama
$253K +$253K +4,898 New
PA
56
Planning Alternatives
Michigan
$252K -$11.1K -215 -4%
CM
57
Columbus Macro
Pennsylvania
$249K – – –
EM
58
Excalibur Management
Massachusetts
$247K -$5.7K -110 -2%
VA
59
Valmark Advisers
Ohio
$238K +$2.74K +53 +1%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$236K +$236K +4,569 New
LRPA
61
L. Roy Papp & Associates
Arizona
$226K – – –
MIS
62
Morningstar Investment Services
Illinois
$225K +$225K +4,342 New
OPS
63
Orion Portfolio Solutions
Nebraska
$190K +$190K +3,682 New
PP
64
PrairieView Partners
Minnesota
$174K +$174K +3,358 New
DWM
65
Darwin Wealth Management
Florida
$152K +$152K +2,971 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$137K – – –
DI
67
Disciplined Investments
Oklahoma
$128K -$23.3K -452 -15%
CCM
68
Covington Capital Management
California
$127K – – –
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$127K +$127K +2,450 New
William Blair & Company
70
William Blair & Company
Illinois
$105K – – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$99K +$22.7K +436 +30%
FEG
72
Financial Enhancement Group
Indiana
$97K – – –
NCM
73
New Capital Management
Texas
$84K +$311 +6 +0.4%
TL
74
TrueWealth LLC
Georgia
$78K – – –
US Bancorp
75
US Bancorp
Minnesota
$72K -$1.08K -21 -1%
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3
4 5