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

85 hedge funds and large institutions have $668M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
2.76%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
15
Increased
29
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
1
Suntrust Banks
Georgia
$195M
2
CC
2
Curian Capital
Colorado
$22.5M
3
MIS
3
Morningstar Investment Services
Illinois
$32.7M
4
VA
4
Valmark Advisers
Ohio
$97M
5
Wells Fargo
5
Wells Fargo
California
$53.2M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$0
2
U
2
UBS
Switzerland
$4.83M
3
MIM
3
Macroview Investment Management
Maryland
$4.99M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.22M
5
I
5
IberiaBank
Louisiana
$503K
Name Market Value Shares Shares
Change 		Shares
Change %
SB
1
Suntrust Banks
Georgia
$195M 3,676,852 +3,599,242 +4,638%
VA
2
Valmark Advisers
Ohio
$97M 1,828,491 +185,240 +11%
Wells Fargo
3
Wells Fargo
California
$53.2M 1,002,843 +169,236 +20%
DWM
4
Destination Wealth Management
California
$34.4M 648,423 +22,015 +4%
MIS
5
Morningstar Investment Services
Illinois
$32.7M 614,765 +219,252 +55%
Bank of America
6
Bank of America
North Carolina
$30.1M 568,383 +14,815 +3%
LPL Financial
7
LPL Financial
California
$25.3M 477,425 +106,427 +29%
Morgan Stanley
8
Morgan Stanley
New York
$24.3M 458,625 +37,762 +9%
CC
9
Curian Capital
Colorado
$22.5M 424,402 +330,225 +351%
MFP
10
Mosaic Financial Partners
California
$16.7M 315,581 -12,838 -4%
TCM
11
Twele Capital Management
Minnesota
$15.2M 286,645 +15,000 +6%
FT
12
Fiduciary Trust
Massachusetts
$13.2M 249,206 -15,608 -6%
AIA
13
Arbor Investment Advisors
North Carolina
$9.1M 171,602 +2,736 +2%
AIM
14
Allen Investment Management
New York
$8.43M 158,981 +10,000 +7%
LYV
15
Live Your Vision
Pennsylvania
$6.62M 124,782 -1,890 -1%
TCT
16
TIAA CREF Trust
Missouri
$6.52M 122,835 +89,521 +269%
RBCM
17
Raub Brock Capital Management
California
$6.49M 122,369 +856 +0.7%
GA
18
Gateway Advisory
New Jersey
$6.16M 116,108 +1,739 +2%
CMP
19
Courage Miller Partners
Virginia
$5.72M 107,795 -3,868 -3%
MIM
20
Macroview Investment Management
Maryland
$4.99M 94,064 -47,370 -33%
PPA
21
Parametric Portfolio Associates
Washington
$4.84M 91,275 +40,480 +80%
U
22
UBS
Switzerland
$4.83M 91,115 -93,185 -51%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.22M 79,473 -35,134 -31%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.05M 76,266 -3,992 -5%
VKH
25
Virtu KCG Holdings
New York
$2.66M 50,081 +50,081 New
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