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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 $392M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
8
Increased
31
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BA
1
Bennicas & Associates
California
$10.5M
2
Bank of America
2
Bank of America
North Carolina
$23.4M
3
Jane Street
3
Jane Street
New York
$13.3M
4
HHRDM
4
H&H Retirement Design & Management
Nevada
$5.57M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.7M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$1.12M
2
Stifel Financial
2
Stifel Financial
Missouri
$15.3M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.47M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
PA
5
Parkside Advisors
California
$7.52M
Name Market Value Shares Shares
Change 		Shares
Change %
ONB
51
Old National Bancorp
Indiana
$286K 5,298 – –
CM
52
Columbus Macro
Pennsylvania
$260K 4,816 – –
EM
53
Excalibur Management
Massachusetts
$257K 4,770 – –
BWA
54
Beam Wealth Advisors
Louisiana
$248K 4,601 +614 +15%
MCG
55
McCollum Christoferson Group
New York
$240K 4,445 -100 -2%
LRPA
56
L. Roy Papp & Associates
Arizona
$236K 4,372 – –
AAS
57
Avantax Advisory Services
Texas
$235K 4,363 +4,363 New
MIS
58
Morningstar Investment Services
Illinois
$216K 4,008 -334 -8%
SPC
59
Sigma Planning Corp
Michigan
$205K 3,802 -1,009 -21%
PP
60
PrairieView Partners
Minnesota
$181K 3,358 – –
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$141K 2,630 – –
DI
62
Disciplined Investments
Oklahoma
$134K 2,485 – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$111K 2,058 +151 +8%
SFS
64
Sowell Financial Services
Arkansas
$105K 1,945 -15 -0.8%
William Blair & Company
65
William Blair & Company
Illinois
$102K 1,884 +799 +74%
FEG
66
Financial Enhancement Group
Indiana
$101K 1,869 – –
NCM
67
New Capital Management
Texas
$88K 1,636 +17 +1%
US Bancorp
68
US Bancorp
Minnesota
$75K 1,400 – –
GRP
69
Global Retirement Partners
California
$56K 1,044 – –
PA
70
Parallel Advisors
California
$50K 921 – –
MFAM
71
M Financial Asset Management
Oregon
$41K 764 -14,681 -95%
AA
72
Ancora Advisors
Ohio
$39K 724 – –
SIM
73
Sonora Investment Management
Arizona
$38K 700 – –
BlackRock
74
BlackRock
New York
$33K 619 -43 -6%
PGAM
75
Princeton Global Asset Management
New Jersey
$32K 588 – –
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3
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