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

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.

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
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$58.7M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$43.7M
3
TCT
3
TIAA CREF Trust
Missouri
$70M
4
Bank of America
4
Bank of America
North Carolina
$28.1M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$12.2M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$211M
2
TCM
2
Twele Capital Management
Minnesota
$11.2M
3
CC
3
Curian Capital
Colorado
$23.8M
4
Wells Fargo
4
Wells Fargo
California
$35M
5
MFP
5
Mosaic Financial Partners
California
$8.05M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
1
Suntrust Banks
Georgia
$211M 4,013,783 -371,787 -8%
VA
2
Valmark Advisers
Ohio
$132M 2,521,691 +86,625 +4%
TCT
3
TIAA CREF Trust
Missouri
$70M 1,331,382 +463,338 +53%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$58.7M 1,117,629 +1,073,916 +2,457%
MIS
5
Morningstar Investment Services
Illinois
$45.6M 867,823 +74,180 +9%
Allianz Asset Management
6
Allianz Asset Management
Germany
$43.7M 832,028 +832,028 New
DWM
7
Destination Wealth Management
California
$39.2M 746,900 +59,664 +9%
Wells Fargo
8
Wells Fargo
California
$35M 666,307 -38,899 -6%
LPL Financial
9
LPL Financial
California
$28.9M 548,511 +32,987 +6%
Bank of America
10
Bank of America
North Carolina
$28.1M 535,150 +220,026 +70%
CC
11
Curian Capital
Colorado
$23.8M 453,535 -51,878 -10%
Morgan Stanley
12
Morgan Stanley
New York
$15.5M 294,954 +6,201 +2%
FT
13
Fiduciary Trust
Massachusetts
$12.3M 233,403 -4,823 -2%
BCI
14
Brinker Capital Investments
Pennsylvania
$12.2M 231,480 +171,950 +289%
PA
15
Parkside Advisors
California
$11.6M 221,517 -629 -0.3%
TCM
16
Twele Capital Management
Minnesota
$11.2M 213,420 -72,870 -25%
PA
17
Planning Alternatives
Michigan
$9.09M 173,018 +1,716 +1%
MFP
18
Mosaic Financial Partners
California
$8.05M 153,279 -22,308 -13%
GA
19
Gateway Advisory
New Jersey
$7.35M 139,808 +4,133 +3%
RBCM
20
Raub Brock Capital Management
California
$6.89M 131,080 +131,080 New
AIM
21
Allen Investment Management
New York
$6.88M 131,013 -10,000 -7%
LYV
22
Live Your Vision
Pennsylvania
$6.7M 127,138 +4,364 +4%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.56M 124,779 +54,308 +77%
Goldman Sachs
24
Goldman Sachs
New York
$6.09M 115,873 +10,183 +10%
AIA
25
Arbor Investment Advisors
North Carolina
$5.86M 111,524 -7,769 -7%
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