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

90 hedge funds and large institutions have $387M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
90
Holders Change
-10
Holders Change %
-10%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
25
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.8M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$17.7M
3
FTUS
3
Flow Traders U.S.
New York
$2.67M
4
Truist Financial
4
Truist Financial
North Carolina
$14.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.25M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.9M
2
TF
2
TIAA FSB
Florida
$19.2M
3
SPC
3
Sigma Planning Corp
Michigan
$256K
4
Jane Street
4
Jane Street
New York
$8.13M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$34.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$256K 4,811 -72,567 -94%
CM
52
Columbus Macro
Pennsylvania
$256K 4,816 – –
EM
53
Excalibur Management
Massachusetts
$254K 4,770 – –
MCG
54
McCollum Christoferson Group
New York
$242K 4,545 -1,160 -20%
LRPA
55
L. Roy Papp & Associates
Arizona
$233K 4,372 – –
MIS
56
Morningstar Investment Services
Illinois
$231K 4,342 – –
BWA
57
Beam Wealth Advisors
Louisiana
$213K 3,987 +3,987 New
PP
58
PrairieView Partners
Minnesota
$179K 3,358 – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$140K 2,630 – –
DI
60
Disciplined Investments
Oklahoma
$132K 2,485 – –
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$120K 2,250 -200 -8%
SFS
62
Sowell Financial Services
Arkansas
$104K 1,960 +1,960 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$101K 1,907 +2 +0.1%
FEG
64
Financial Enhancement Group
Indiana
$99K 1,869 – –
NCM
65
New Capital Management
Texas
$87K 1,619 – –
TL
66
TrueWealth LLC
Georgia
$80K 1,509 – –
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$76K 1,425 +1,425 New
US Bancorp
68
US Bancorp
Minnesota
$74K 1,400 – –
William Blair & Company
69
William Blair & Company
Illinois
$58K 1,085 -945 -47%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$57K 1,066 -3,503 -77%
GRP
71
Global Retirement Partners
California
$56K 1,044 +319 +44%
CB
72
Community Bank
New York
$55K 1,042 – –
PA
73
Parallel Advisors
California
$48K 921 – –
AA
74
Ancora Advisors
Ohio
$39K 724 -37,000 -98%
SIM
75
Sonora Investment Management
Arizona
$37K 700 – –
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3
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