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

96 hedge funds and large institutions have $900M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

20% more funds holding

Funds holding: 8096 (+16)

17% more capital invested

Capital invested by funds: $767M → $900M (+$133M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

6.66% more ownership

Funds ownership: 57.37%64.03% (+6.7%)

Holders
96
Holders Change
+16
Holders Change %
+20%
% of All Funds
2.79%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
19
Increased
36
Reduced
26
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
1
Suntrust Banks
Georgia
$211M -$19.8M -371,787 -8%
VA
2
Valmark Advisers
Ohio
$132M +$4.61M +86,625 +4%
TCT
3
TIAA CREF Trust
Missouri
$70M +$24.6M +463,338 +53%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$58.7M +$57.1M +1,073,916 +2,457%
MIS
5
Morningstar Investment Services
Illinois
$45.6M +$3.94M +74,180 +9%
Allianz Asset Management
6
Allianz Asset Management
Germany
$43.7M +$44.2M +832,028 New
DWM
7
Destination Wealth Management
California
$39.2M +$3.17M +59,664 +9%
Wells Fargo
8
Wells Fargo
California
$35M -$2.07M -38,899 -6%
LPL Financial
9
LPL Financial
California
$28.9M +$1.75M +32,987 +6%
Bank of America
10
Bank of America
North Carolina
$28.1M +$11.7M +220,026 +70%
CC
11
Curian Capital
Colorado
$23.8M -$2.76M -51,878 -10%
Morgan Stanley
12
Morgan Stanley
New York
$15.5M +$330K +6,201 +2%
FT
13
Fiduciary Trust
Massachusetts
$12.3M -$256K -4,823 -2%
BCI
14
Brinker Capital Investments
Pennsylvania
$12.2M +$9.14M +171,950 +289%
PA
15
Parkside Advisors
California
$11.6M -$33.4K -629 -0.3%
TCM
16
Twele Capital Management
Minnesota
$11.2M -$3.87M -72,870 -25%
PA
17
Planning Alternatives
Michigan
$9.09M +$91.2K +1,716 +1%
MFP
18
Mosaic Financial Partners
California
$8.05M -$1.19M -22,308 -13%
GA
19
Gateway Advisory
New Jersey
$7.35M +$220K +4,133 +3%
RBCM
20
Raub Brock Capital Management
California
$6.89M +$6.97M +131,080 New
AIM
21
Allen Investment Management
New York
$6.88M -$532K -10,000 -7%
LYV
22
Live Your Vision
Pennsylvania
$6.7M +$232K +4,364 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.55M +$2.89M +54,308 +77%
Goldman Sachs
24
Goldman Sachs
New York
$6.09M +$541K +10,183 +10%
AIA
25
Arbor Investment Advisors
North Carolina
$5.86M -$413K -7,769 -7%