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

91 hedge funds and large institutions have $639M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
2.43%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
9
Increased
24
Reduced
41
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$91.7M
2
SEI Investments
2
SEI Investments
Pennsylvania
$23.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$11.6M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$15.6M
5
Bank of America
5
Bank of America
North Carolina
$26.3M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$47.2M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.72M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.73M
5
LPL Financial
5
LPL Financial
California
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
1
Valmark Advisers
Ohio
$140M 2,692,426 -31,857 -1%
TCT
2
TIAA CREF Trust
Missouri
$91.7M 1,765,960 +169,752 +11%
SB
3
Suntrust Banks
Georgia
$47.2M 909,880 -3,434,509 -79%
MIS
4
Morningstar Investment Services
Illinois
$47M 905,200 -27,851 -3%
DWM
5
Destination Wealth Management
California
$38.3M 737,915 +21,668 +3%
Wells Fargo
6
Wells Fargo
California
$33.3M 641,694 +4,460 +0.7%
Bank of America
7
Bank of America
North Carolina
$26.3M 507,052 +38,030 +8%
SEI Investments
8
SEI Investments
Pennsylvania
$23.9M 461,205 +104,065 +29%
LPL Financial
9
LPL Financial
California
$21.5M 412,691 -72,767 -15%
BCI
10
Brinker Capital Investments
Pennsylvania
$15.6M 299,931 +58,004 +24%
PA
11
Parkside Advisors
California
$11.7M 225,835 +4,465 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.6M 222,904 +92,686 +71%
TCM
13
Twele Capital Management
Minnesota
$11.1M 213,420 – –
FT
14
Fiduciary Trust
Massachusetts
$10.9M 209,698 -20,363 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.72M 168,096 -911,283 -84%
PA
16
Planning Alternatives
Michigan
$8.57M 165,076 -2,826 -2%
MFP
17
Mosaic Financial Partners
California
$7.06M 136,107 -12,099 -8%
Morgan Stanley
18
Morgan Stanley
New York
$6.73M 129,637 -116,746 -47%
F
19
FutureAdvisor
California
$6.07M 116,785 +9,699 +9%
DOA
20
D'Orazio & Associates
Virginia
$5.46M 105,199 -4,781 -4%
AIA
21
Arbor Investment Advisors
North Carolina
$4.88M 94,044 -9,057 -9%
GA
22
Gateway Advisory
New Jersey
$4.54M 87,507 -49,963 -36%
BSWM
23
Boston Standard Wealth Management
Massachusetts
$4.44M 85,153 -3,841 -4%
CMP
24
Courage Miller Partners
Virginia
$4.37M 84,171 -8,952 -10%
LYV
25
Live Your Vision
Pennsylvania
$3.92M 75,424 -33,460 -31%
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