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PIMCO Broad US TIPS Index Exchange-Traded Fund

28 hedge funds and large institutions have $18.8M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

8% more funds holding

Funds holding: 2628 (+2)

3% more capital invested

Capital invested by funds: $18.2M → $18.8M (+$571K)

0.37% less ownership

Funds ownership: 34.6%34.22% (-0.37%)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$2K +$1.96K +35 New
CA
27
Corrado Advisors
New Jersey
-$1.81M -32,040 Closed
MCM
28
Mainstay Capital Management
Michigan
-$34K -592 Closed
NFG
29
Next Financial Group
Texas
-$6K -105 Closed
BRC
30
Bell Rock Capital
Delaware
+$112 +2 New

TIPZ Hedge Fund Activity: Q4 2018 in Review

28 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2018, worth a combined $18.8M — up 3.1% from $18.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TIPZ positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Bank of America, adding an estimated $3.46M. The largest seller was Corrado Advisors, exiting entirely with an estimated $1.81M sold.

  • 28 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2018, up from 26 in Q3 2018.
  • Funds reported $18.8M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2018, up 3.1% quarter-over-quarter.
  • 5 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2018 and 3 closed out, a net change of +2 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2018 was Bank of America, an estimated $3.46M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2018 was Corrado Advisors, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2018.