PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
26 hedge funds and large institutions have $18.2M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
18% more capital invested
Capital invested by funds: $15.5M → $18.2M (+$2.73M)
13% more funds holding
Funds holding: 23 → 26 (+3)
4.09% more ownership
Funds ownership: 30.5% → 34.6% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
+$1.7M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.34M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$281K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$259K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$687K |
| 2 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$143K |
| 3 |
Jane Street
New York
|
-$120K |
| 4 |
Morgan Stanley
New York
|
-$47.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$42K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
UBS Group
Zurich,
Switzerland
| – | -$42K | -729 | Closed |
|
TIPZ Hedge Fund Activity: Q3 2018 in Review
26 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q3 2018, worth a combined $18.2M — up 18% from $15.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TIPZ positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Wolverine Trading, adding an estimated $1.7M. The largest seller was Wells Fargo, cutting an estimated $687K.
- 26 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q3 2018, up from 23 in Q2 2018.
- Funds reported $18.2M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q3 2018, up 18% quarter-over-quarter.
- 5 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q3 2018 and 2 closed out, a net change of +3 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q3 2018 was Wolverine Trading, an estimated $1.7M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q3 2018 was Wells Fargo, an estimated $687K sold.
Based on aggregated 13F filings for Q3 2018.