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PIMCO Broad US TIPS Index Exchange-Traded Fund
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Overview Fund Activity

25 hedge funds and large institutions have $56.6M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.67M
2
CG
2
Colony Group
Massachusetts
$228K
3
LPL Financial
3
LPL Financial
California
$2.32M
4
UBS Group
4
UBS Group
Switzerland
$43K
5
CFA
5
Carroll Financial Associates
North Carolina
$24K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.35M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$445K
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$43.7M
4
AIM
4
Allen Investment Management
New York
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Allianz Asset Management
1
Allianz Asset Management
Germany
$43.7M -$736K -12,939 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.35M -$5.22M -91,755 -45%
LPL Financial
3
LPL Financial
California
$2.32M +$67.8K +1,189 +3%
Morgan Stanley
4
Morgan Stanley
New York
$1.67M +$561K +9,859 +50%
BHB
5
Bank Hapoalim BM
Israel
$570K – – –
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$445K -$1.01M -17,705 -69%
EWM
7
Empirical Wealth Management
Washington
$306K -$70.2K -1,234 -19%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$246K – – –
CG
9
Colony Group
Massachusetts
$228K +$228K +4,000 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$220K +$11.8K +208 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$209K -$9.26K -163 -4%
Bank of America
12
Bank of America
North Carolina
$102K -$45.3K -798 -31%
UBS Group
13
UBS Group
Switzerland
$43K +$38.7K +675 +900%
Wells Fargo
14
Wells Fargo
California
$42K -$35.5K -624 -46%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$34K -$38.9K -676 -53%
MFS
16
MSI Financial Services
Massachusetts
$31K -$8.96K -156 -22%
ASN
17
Advisory Services Network
Georgia
$27K – – –
CFA
18
Carroll Financial Associates
North Carolina
$24K +$24K +425 New
LFR
19
Lehman Financial Resources
Pennsylvania
$22K – – –
Citigroup
20
Citigroup
New York
$18K – – –
TAIM
21
TD Ameritrade Investment Management
Nebraska
$10K +$3.5K +64 +54%
US Bancorp
22
US Bancorp
Minnesota
$6K – – –
NFG
23
Next Financial Group
Texas
$5K – – –
AIG
24
American International Group
New York
$2.68K – – –
AIM
25
Allen Investment Management
New York
– -$578K -10,023 Closed
1
2