PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
21 hedge funds and large institutions have $15.4M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 5 closing their positions.
10% more capital invested
Capital invested by funds: $14.1M → $15.4M (+$1.36M)
3.76% more ownership
Funds ownership: 27.46% → 31.23% (+3.8%)
5% less funds holding
Funds holding: 22 → 21 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
78% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.52M |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
+$759K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$20.8K |
| 4 |
NES
New England Securities
New York
|
+$17.1K |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$14.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bluefin Capital Management
New York
|
-$2.24M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.43M |
| 3 |
WIM
Windhaven Investment Management
Boston,
Massachusetts
|
-$514K |
| 4 |
Morgan Stanley
New York
|
-$390K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$306K |
TIPZ Hedge Fund Activity: Q1 2014 in Review
21 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q1 2014, worth a combined $15.4M — up 9.6% from $14.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TIPZ and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 2 added.
The largest buyer was Royal Bank of Canada, adding an estimated $4.52M. The largest seller was Bluefin Capital Management, cutting an estimated $2.24M.
- 21 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q1 2014, down from 22 in Q4 2013.
- Funds reported $15.4M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q1 2014, up 9.6% quarter-over-quarter.
- 4 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q1 2014 and 5 closed out, a net change of -1 holder.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q1 2014 was Royal Bank of Canada, an estimated $4.52M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q1 2014 was Bluefin Capital Management, an estimated $2.24M sold.
Based on aggregated 13F filings for Q1 2014.