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PIMCO Broad US TIPS Index Exchange-Traded Fund

43 hedge funds and large institutions have $74M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 4

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

25% more capital invested

Capital invested by funds: $59.4M → $74M (+$14.6M)

8% more funds holding

Funds holding: 4043 (+3)

3.15% more ownership

Funds ownership: 38.89%42.04% (+3.1%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
24
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCF
26
West Coast Financial
California
$434K +$23.6K +362 +6%
OMC
27
Old Mission Capital
Illinois
$304K +$301K +4,629 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$253K +$251K +3,856 New
LWAC
29
Laurel Wealth Advisors (California)
California
$248K +$246K +3,779 New
LNC
30
Lincoln National Corp
Pennsylvania
$236K +$2.6K +40 +1%
CIAS
31
Capital Investment Advisory Services
North Carolina
$125K +$124K +1,909 New
CFA
32
Carroll Financial Associates
North Carolina
$108K
BFG
33
Baron Financial Group
New Jersey
$105K
GWM
34
Geneos Wealth Management
Colorado
$105K
LTI
35
Laffer Tengler Investments
Tennessee
$70.5K +$6.84K +105 +11%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$28K
TF
37
TimeScale Financial
Massachusetts
$23K +$260 +4 +1%
APA
38
American Portfolios Advisors
New York
$16.4K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$15K +$130 +2 +0.9%
GLLW
40
Graves Light Lenhart Wealth
Virginia
$13K
DI
41
Disciplined Investments
Oklahoma
$11K +$11.2K +172 New
JCM
42
Jacobi Capital Management
Pennsylvania
$7K
JP Morgan Chase
43
JP Morgan Chase
New York
$6K
SCM
44
Seascape Capital Management
New Hampshire
-$4.57M -71,142 Closed
Citadel Advisors
45
Citadel Advisors
Florida
-$3.06M -47,730 Closed
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
-$32K -501 Closed
PMFA
47
Plante Moran Financial Advisors
Michigan
-$4K -56 Closed

TIPZ Hedge Fund Activity: Q2 2021 in Review

43 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q2 2021, worth a combined $74M — up 25% from $59.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TIPZ positions and 4 closed out — a net gain of 3 holders — while 24 added to existing stakes and 4 trimmed.

The largest buyer was Jane Street, adding an estimated $12.4M. The largest seller was Seascape Capital Management, exiting entirely with an estimated $4.57M sold.

  • 43 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q2 2021, up from 40 in Q1 2021.
  • Funds reported $74M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q2 2021, up 25% quarter-over-quarter.
  • 7 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q2 2021 and 4 closed out, a net change of +3 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q2 2021 was Jane Street, an estimated $12.4M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q2 2021 was Seascape Capital Management, an estimated $4.57M sold.

Based on aggregated 13F filings for Q2 2021.