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

89 hedge funds and large institutions have $669M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 12 closing their positions.

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
24
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Members Trust
1
Members Trust
Florida
$51.3M
2
SEI Investments
2
SEI Investments
Pennsylvania
$58.2M
3
TCT
3
TIAA CREF Trust
Missouri
$143M
4
UBS Group
4
UBS Group
Switzerland
$13.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.97M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$74.5M
2
DWM
2
Destination Wealth Management
California
$541K
3
MIS
3
Morningstar Investment Services
Illinois
$14.7M
4
LPL Financial
4
LPL Financial
California
$3.79M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCT
1
TIAA CREF Trust
Missouri
$143M 2,701,494 +147,992 +6%
Morgan Stanley
2
Morgan Stanley
New York
$102M 1,929,210 +28,400 +1%
VA
3
Valmark Advisers
Ohio
$74.5M 1,409,400 -511,642 -27%
SEI Investments
4
SEI Investments
Pennsylvania
$58.2M 1,101,260 +199,283 +22%
Members Trust
5
Members Trust
Florida
$51.3M 970,420 +970,420 New
Wells Fargo
6
Wells Fargo
California
$41.8M 791,499 +26,893 +4%
BCI
7
Brinker Capital Investments
Pennsylvania
$29M 549,660 +36,028 +7%
ZB
8
Zions Bancorporation
Utah
$17.8M 336,620 +8,657 +3%
Bank of America
9
Bank of America
North Carolina
$15M 284,247 +45,508 +19%
MIS
10
Morningstar Investment Services
Illinois
$14.7M 278,255 -408,977 -60%
UBS Group
11
UBS Group
Switzerland
$13.6M 257,616 +109,239 +74%
PA
12
Parkside Advisors
California
$11.9M 226,091 -3,333 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.56M 180,928 -14,955 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.97M 169,834 +52,446 +45%
PA
15
Planning Alternatives
Michigan
$7.57M 143,171 -4,009 -3%
BlackRock
16
BlackRock
New York
$7.25M 137,240 +4,396 +3%
SB
17
Suntrust Banks
Georgia
$5.64M 106,827 -4,192 -4%
LYV
18
Live Your Vision
Pennsylvania
$4.01M 75,798 +1,147 +2%
CMP
19
Courage Miller Partners
Virginia
$3.91M 73,909 -3,928 -5%
LPL Financial
20
LPL Financial
California
$3.79M 71,464 -327,190 -82%
BSWM
21
Boston Standard Wealth Management
Massachusetts
$3.09M 58,557 -3,025 -5%
SFM
22
Signet Financial Management
New Jersey
$3.03M 57,271 +13,951 +32%
AIA
23
Arbor Investment Advisors
North Carolina
$3.02M 57,217 +4,554 +9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.34M 44,236 +4,138 +10%
SPC
25
Sigma Planning Corp
Michigan
$2.29M 43,273 -13,340 -24%
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