PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
30 hedge funds and large institutions have $30M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
55% more capital invested
Capital invested by funds: $19.3M → $30M (+$10.7M)
30% more funds holding
Funds holding: 23 → 30 (+7)
7.59% more ownership
Funds ownership: 32.65% → 40.25% (+7.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.54M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.53M |
| 3 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
+$1.68M |
| 4 |
Jane Street
New York
|
+$1.45M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$759K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$651K |
| 2 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$602K |
| 3 |
LPL Financial
San Diego,
California
|
-$327K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$260K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JCM
26
Jacobi Capital Management
Pittston,
Pennsylvania
| $17K | – | – | – |
|
|
KPCM
27
Kings Point Capital Management
Great Neck,
New York
| $10K | +$10.1K | +175 | New |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $6K | – | – | – |
|
29
US Bancorp
Minneapolis,
Minnesota
| $6K | – | – | – |
|
|
30
Ameriprise
Minneapolis,
Minnesota
| – | -$260K | -4,519 | Closed |
|
|
FAAS
31
First Allied Advisory Services
San Diego,
California
| – | -$239K | -4,161 | Closed |
|
TIPZ Hedge Fund Activity: Q1 2017 in Review
30 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q1 2017, worth a combined $30M — up 55% from $19.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TIPZ positions and 2 closed out — a net gain of 8 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $3.54M. The largest seller was Wolverine Trading, cutting an estimated $651K.
- 30 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q1 2017, up from 23 in Q4 2016.
- Funds reported $30M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q1 2017, up 55% quarter-over-quarter.
- 10 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q1 2017 and 2 closed out, a net change of +8 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q1 2017 was Royal Bank of Canada, an estimated $3.54M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q1 2017 was Wolverine Trading, an estimated $651K sold.
Based on aggregated 13F filings for Q1 2017.