PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
22 hedge funds and large institutions have $16.7M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.
6.74% more ownership
Funds ownership: 22.07% → 28.81% (+6.7%)
6% less capital invested
Capital invested by funds: $17.8M → $16.7M (-$1.06M)
15% less funds holding
Funds holding: 26 → 22 (-4)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
+$433K |
| 2 |
LPL Financial
San Diego,
California
|
+$316K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$161K |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$65K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$32.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$1.85M |
| 2 |
Jane Street
New York
|
-$1.07M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$345K |
| 4 |
Morgan Stanley
New York
|
-$326K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$308K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| – | -$3K | -50 | Closed |
|
TIPZ Hedge Fund Activity: Q3 2013 in Review
22 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q3 2013, worth a combined $16.7M — down 5.9% from $17.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of TIPZ and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 5 added.
The largest buyer was Bluefin Capital Management, adding an estimated $433K. The largest seller was Gateway Advisory, exiting entirely with an estimated $1.85M sold.
- 22 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q3 2013, down from 26 in Q2 2013.
- Funds reported $16.7M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q3 2013, down 5.9% quarter-over-quarter.
- 2 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q3 2013 and 4 closed out, a net change of -2 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q3 2013 was Bluefin Capital Management, an estimated $433K added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q3 2013 was Gateway Advisory, an estimated $1.85M sold.
Based on aggregated 13F filings for Q3 2013.