PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
32 hedge funds and large institutions have $42.1M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 3 closing their positions.
240% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 5
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
17% more capital invested
Capital invested by funds: $35.9M → $42.1M (+$6.14M)
3% more funds holding
Funds holding: 31 → 32 (+1)
0.67% less ownership
Funds ownership: 34.86% → 34.19% (-0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Seascape Capital Management
Portsmouth,
New Hampshire
|
+$3.41M |
| 2 |
Jane Street
New York
|
+$1.95M |
| 3 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
+$918K |
| 4 |
Morgan Stanley
New York
|
+$789K |
| 5 |
LPL Financial
San Diego,
California
|
+$732K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.59M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$906K |
| 3 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$426K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$345K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$269K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $28K | – | – | – |
|
|
TF
27
TimeScale Financial
Danvers,
Massachusetts
| $23K | +$129 | +2 | +0.6% |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $15K | +$65 | +1 | +0.5% |
|
|
GLLW
29
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $13K | +$12.9K | +200 | New |
|
|
JCM
30
Jacobi Capital Management
Pittston,
Pennsylvania
| $7K | – | – | – |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| $4K | – | – | – |
|
|
FCH
32
Freestone Capital Holdings
Seattle,
Washington
| $2.03K | +$65 | +1 | +3% |
|
|
AAS
33
Avantax Advisory Services
Dallas,
Texas
| – | -$345K | -5,304 | Closed |
|
|
WA
34
Waddell & Associates
Memphis,
Tennessee
| – | -$426K | -3,365 | Closed |
|
|
PFS
35
Prospera Financial Services
Dallas,
Texas
| – | -$5K | -71 | Closed |
|
TIPZ Hedge Fund Activity: Q4 2020 in Review
32 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2020, worth a combined $42.1M — up 17% from $35.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TIPZ positions and 3 closed out — a net gain of 2 holders — while 17 added to existing stakes and 5 trimmed.
The largest buyer was Seascape Capital Management, opening a new position worth an estimated $3.41M. The largest seller was Flow Traders U.S., cutting an estimated $1.59M.
- 32 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2020, up from 31 in Q3 2020.
- Funds reported $42.1M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2020, up 17% quarter-over-quarter.
- 5 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2020 and 3 closed out, a net change of +2 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2020 was Seascape Capital Management, an estimated $3.41M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2020 was Flow Traders U.S., an estimated $1.59M sold.
Based on aggregated 13F filings for Q4 2020.