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

98 hedge funds and large institutions have $393M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 4 closing their positions.

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.74%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
12
Increased
31
Reduced
31
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$12.8M
2
TF
2
TIAA FSB
Florida
$25.3M
3
FTUS
3
Flow Traders U.S.
New York
$4.54M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.98M
5
Members Trust
5
Members Trust
Florida
$53.9M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.29M
2
Stifel Financial
2
Stifel Financial
Missouri
$4.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$93.2M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$20.4M
5
BP
5
Ballentine Partners
Massachusetts
$338K
Name Market Value Shares Shares
Change 		Shares
Change %
BOS
51
Bank of Stockton
California
$325K 6,000 +6,000 New
EAM
52
Evanson Asset Management
California
$305K 5,627 +5 +0.1%
SB
53
Strategic Blueprint
Georgia
$296K 5,457 +5,457 New
ONB
54
Old National Bancorp
Indiana
$287K 5,298 – –
KAS
55
Kestra Advisory Services
Texas
$279K 5,161 +5,161 New
LWA
56
LWS Wealth Advisors
New Jersey
$275K 5,085 -558 -10%
CM
57
Columbus Macro
Pennsylvania
$261K 4,816 – –
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$261K 4,811 +4,811 New
EM
59
Excalibur Management
Massachusetts
$258K 4,770 – –
JFS
60
JD Financial Services
Pennsylvania
$245K 4,523 +4,523 New
BWA
61
Beam Wealth Advisors
Louisiana
$244K 4,512 -89 -2%
MCG
62
McCollum Christoferson Group
New York
$234K 4,315 -130 -3%
LRPA
63
L. Roy Papp & Associates
Arizona
$226K 4,172 -200 -5%
MIS
64
Morningstar Investment Services
Illinois
$217K 4,008 – –
BFO
65
Boston Family Office
Massachusetts
$212K 3,915 +3,915 New
SPC
66
Sigma Planning Corp
Michigan
$201K 3,701 -101 -3%
PP
67
PrairieView Partners
Minnesota
$182K 3,358 – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$143K 2,630 – –
DI
69
Disciplined Investments
Oklahoma
$135K 2,485 – –
SFS
70
Sowell Financial Services
Arkansas
$105K 1,945 – –
FEG
71
Financial Enhancement Group
Indiana
$101K 1,869 – –
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$100K 1,837 +1,537 +512%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$95K 1,761 -297 -14%
NCM
74
New Capital Management
Texas
$89K 1,651 +15 +0.9%
US Bancorp
75
US Bancorp
Minnesota
$85K 1,578 +178 +13%
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3
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