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

112 hedge funds and large institutions have $716M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
–
Holders Change %
0%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
11
Increased
46
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$195M
2
IA
2
IndexIQ Advisors
New York
$11.4M
3
Bank of America
3
Bank of America
North Carolina
$32.9M
4
Stifel Financial
4
Stifel Financial
Missouri
$8.26M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$20.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$8.24M
2
DRS
2
Deane Retirement Strategies
Louisiana
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$78.5M
4
SB
4
Suntrust Banks
Georgia
$9.41M
5
ZB
5
Zions Bancorporation
Utah
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$195M 3,728,345 +3,728,345 New
Morgan Stanley
2
Morgan Stanley
New York
$78.5M 1,504,074 -49,761 -3%
VA
3
Valmark Advisers
Ohio
$76M 1,456,030 +19,832 +1%
Members Trust
4
Members Trust
Florida
$56.4M 1,080,505 +5,119 +0.5%
BCI
5
Brinker Capital Investments
Pennsylvania
$50.6M 969,209 +17,643 +2%
Bank of America
6
Bank of America
North Carolina
$32.9M 630,634 +124,187 +25%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20.8M 398,473 +32,925 +9%
ZB
8
Zions Bancorporation
Utah
$12.1M 231,192 -27,877 -11%
AC
9
Abbrea Capital
California
$11.5M 221,321 -1,319 -0.6%
IA
10
IndexIQ Advisors
New York
$11.4M 218,517 +210,776 +2,723%
GA
11
Gateway Advisory
New Jersey
$10.4M 199,885 +10,328 +5%
HighTower Advisors
12
HighTower Advisors
Illinois
$10.4M 199,886 +14,849 +8%
SB
13
Suntrust Banks
Georgia
$9.41M 180,279 -29,469 -14%
UBS Group
14
UBS Group
Switzerland
$9.3M 178,254 +6,666 +4%
BlackRock
15
BlackRock
New York
$8.94M 171,284 +9,142 +6%
Stifel Financial
16
Stifel Financial
Missouri
$8.26M 158,295 +35,577 +29%
Wells Fargo
17
Wells Fargo
California
$8.24M 158,027 -88,551 -36%
HCM
18
Horan Capital Management
Maryland
$6.92M 132,622 +20,985 +19%
PA
19
Planning Alternatives
Michigan
$6.8M 130,411 -4,127 -3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.81M 111,273 -3,974 -3%
Jane Street
21
Jane Street
New York
$5.79M 111,053 -13,409 -11%
RWM
22
Rezny Wealth Management
Florida
$4.91M 94,079 +528 +0.6%
LPL Financial
23
LPL Financial
California
$4.84M 92,850 +1,161 +1%
SFM
24
Signet Financial Management
New Jersey
$4.41M 84,522 +4,662 +6%
LYV
25
Live Your Vision
Pennsylvania
$4.4M 84,191 +853 +1%
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