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

100 hedge funds and large institutions have $672M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 3 closing their positions.

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
14
Increased
31
Reduced
29
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$76.3M
2
TCT
2
TIAA CREF Trust
Missouri
$159M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$8.16M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.71M
5
DRS
5
Deane Retirement Strategies
Louisiana
$3.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.1M
2
MIS
2
Morningstar Investment Services
Illinois
$2.16M
3
UBS Group
3
UBS Group
Switzerland
$8.31M
4
PA
4
Parkside Advisors
California
$6.66M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.68M
Name Market Value Shares Shares
Change 		Shares
Change %
TCT
1
TIAA CREF Trust
Missouri
$159M 3,026,110 +324,616 +12%
SEI Investments
2
SEI Investments
Pennsylvania
$76.3M 1,448,943 +347,683 +32%
VA
3
Valmark Advisers
Ohio
$76.3M 1,447,208 +37,808 +3%
Morgan Stanley
4
Morgan Stanley
New York
$74.1M 1,405,888 -523,322 -27%
Members Trust
5
Members Trust
Florida
$50.5M 957,827 -12,593 -1%
Wells Fargo
6
Wells Fargo
California
$39.4M 747,306 -44,193 -6%
BCI
7
Brinker Capital Investments
Pennsylvania
$29.7M 564,100 +14,440 +3%
ZB
8
Zions Bancorporation
Utah
$17.9M 339,870 +3,250 +1%
Bank of America
9
Bank of America
North Carolina
$15.3M 289,447 +5,200 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$9.79M 185,783 +4,855 +3%
UBS Group
11
UBS Group
Switzerland
$8.31M 157,793 -99,823 -39%
HighTower Advisors
12
HighTower Advisors
Illinois
$8.16M 154,749 +154,749 New
BlackRock
13
BlackRock
New York
$7.74M 146,912 +9,672 +7%
PA
14
Planning Alternatives
Michigan
$7.45M 141,365 -1,806 -1%
PA
15
Parkside Advisors
California
$6.66M 126,485 -99,606 -44%
SB
16
Suntrust Banks
Georgia
$6.35M 120,482 +13,655 +13%
Stifel Financial
17
Stifel Financial
Missouri
$4.71M 89,405 +89,405 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.68M 88,792 -81,042 -48%
LYV
19
Live Your Vision
Pennsylvania
$4.03M 76,489 +691 +0.9%
DRS
20
Deane Retirement Strategies
Louisiana
$3.9M 73,934 +73,934 New
CMP
21
Courage Miller Partners
Virginia
$3.89M 73,909 – –
LPL Financial
22
LPL Financial
California
$3.84M 73,092 +1,628 +2%
SFM
23
Signet Financial Management
New Jersey
$3.2M 60,799 +3,528 +6%
BSWM
24
Boston Standard Wealth Management
Massachusetts
$3.09M 58,591 +34 +0.1%
AIA
25
Arbor Investment Advisors
North Carolina
$2.91M 55,250 -1,967 -3%
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