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PIMCO Broad US TIPS Index Exchange-Traded Fund

48 hedge funds and large institutions have $75.4M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

12% more funds holding

Funds holding: 4348 (+5)

2% more capital invested

Capital invested by funds: $74M → $75.4M (+$1.37M)

2.82% less ownership

Funds ownership: 42.04%39.22% (-2.8%)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
24
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$466K +$2.78K +42 +0.6%
WCF
27
West Coast Financial
California
$437K +$3.51K +53 +0.8%
BRWA
28
B. Riley Wealth Advisors
Florida
$315K +$317K +4,784 New
OMC
29
Old Mission Capital
Illinois
$304K
BAM
30
Belpointe Asset Management
Nevada
$282K +$285K +4,292 New
LWAC
31
Laurel Wealth Advisors (California)
California
$245K -$2.65K -40 -1%
LNC
32
Lincoln National Corp
Pennsylvania
$240K +$4.44K +67 +2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$207K -$46.4K -700 -18%
GWM
34
Geneos Wealth Management
Colorado
$146K +$41K +618 +38%
CIAS
35
Capital Investment Advisory Services
North Carolina
$125K
LTI
36
Laffer Tengler Investments
Tennessee
$112K +$42.2K +637 +59%
CFA
37
Carroll Financial Associates
North Carolina
$108K
BFG
38
Baron Financial Group
New Jersey
$105K
FPS
39
Fieldpoint Private Securities
Connecticut
$41K +$41.1K +620 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$28K
TF
41
TimeScale Financial
Massachusetts
$23K +$398 +6 +2%
GRP
42
Global Retirement Partners
California
$18K +$18.4K +277 New
APA
43
American Portfolios Advisors
New York
$16.4K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$15K +$199 +3 +1%
GLLW
45
Graves Light Lenhart Wealth
Virginia
$13K
DI
46
Disciplined Investments
Oklahoma
$11K
JCM
47
Jacobi Capital Management
Pennsylvania
$7K
JP Morgan Chase
48
JP Morgan Chase
New York
$6K
CIBC World Market
49
CIBC World Market
Ontario, Canada
-$546K -8,307 Closed

TIPZ Hedge Fund Activity: Q3 2021 in Review

48 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q3 2021, worth a combined $75.4M — up 1.9% from $74M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TIPZ positions and 1 closed out — a net gain of 5 holders — while 24 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.62M. The largest seller was Jane Street, cutting an estimated $12M.

  • 48 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q3 2021, up from 43 in Q2 2021.
  • Funds reported $75.4M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q3 2021, up 1.9% quarter-over-quarter.
  • 6 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q3 2021 and 1 closed out, a net change of +5 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q3 2021 was Citadel Advisors, an estimated $3.62M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q3 2021 was Jane Street, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2021.