PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
31 hedge funds and large institutions have $35.9M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
77% more capital invested
Capital invested by funds: $20.3M → $35.9M (+$15.6M)
24% more funds holding
Funds holding: 25 → 31 (+6)
2.12% more ownership
Funds ownership: 32.74% → 34.86% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.21M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$4.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.94M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.1M |
| 5 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
+$484K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.15M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$676K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$25K |
| 4 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$19.4K |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$13.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TF
26
TimeScale Financial
Danvers,
Massachusetts
| $22K | +$65 | +1 | +0.3% |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $14K | -$5.75K | -89 | -29% |
|
|
JCM
28
Jacobi Capital Management
Pittston,
Pennsylvania
| $6K | -$19.4K | -300 | -75% |
|
|
PFS
29
Prospera Financial Services
Dallas,
Texas
| $5K | +$4.58K | +71 | New |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $4K | +$3.87K | +60 | New |
|
|
FCH
31
Freestone Capital Holdings
Seattle,
Washington
| $1.95K | +$1.94K | +30 | New |
|
|
PAG
32
Private Advisor Group
Morristown,
New Jersey
| – | -$25K | -400 | Closed |
|
TIPZ Hedge Fund Activity: Q3 2020 in Review
31 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q3 2020, worth a combined $35.9M — up 77% from $20.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TIPZ positions and 1 closed out — a net gain of 6 holders — while 16 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $7.21M. The largest seller was Jane Street, cutting an estimated $1.15M.
- 31 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q3 2020, up from 25 in Q2 2020.
- Funds reported $35.9M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q3 2020, up 77% quarter-over-quarter.
- 7 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q3 2020 and 1 closed out, a net change of +6 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q3 2020 was Bank of America, an estimated $7.21M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q3 2020 was Jane Street, an estimated $1.15M sold.
Based on aggregated 13F filings for Q3 2020.