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PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ

58 hedge funds and large institutions have $125M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

35% more capital invested

Capital invested by funds: $92.9M → $125M (+$32.4M)

14% more funds holding

Funds holding: 51 → 58 (+7)

0.51% more ownership

Funds ownership: 47.76% → 48.27% (+0.51%)

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
23
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SW
Signify Wealth
Missouri
+$16.5M
2
OC
Oppenheimer & Co
New York
+$7.71M
3
EF
Empowered Funds
Pennsylvania
+$6.71M
4
FTUS
Flow Traders U.S.
New York
+$5.29M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.63M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$4.27M
2
FFS
Founders Financial Securities
Maryland
-$2.36M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.06M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.18M
5
ASN
Advisory Services Network
Georgia
-$574K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
26
Curran Financial Partners
South Carolina
$928K -$56.8K -988 -5%
KAS
27
Kestra Advisory Services
Texas
$673K +$7.88K +137 +1%
IA
28
IFP Advisors
Florida
$619K +$6.33K +110 +1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$612K -$26.5K -461 -4%
HighTower Advisors
30
HighTower Advisors
Illinois
$595K +$642K +11,161 New
BWA
31
Burt Wealth Advisors
Maryland
$457K +$495K +8,596 New
RIA
32
Regal Investment Advisors
Michigan
$444K +$480K +8,337 New
WCF
33
West Coast Financial
California
$380K -$33.5K -582 -8%
SG
34
StoneX Group
New York
$361K +$30.8K +535 +9%
CW
35
CreativeOne Wealth
Kansas
$354K +$383K +6,659 New
ASN
36
Advisory Services Network
Georgia
$348K -$574K -9,976 -60%
AAS
37
Avantax Advisory Services
Texas
$317K +$343K +5,963 New
TAIM
38
TD Ameritrade Investment Management
Nebraska
$291K -$16.6K -289 -5%
Allianz Asset Management
39
Allianz Asset Management
Germany
$259K +$280K +4,868 New
LTI
40
Laffer Tengler Investments
Tennessee
$255K +$60.2K +1,047 +28%
AWS
41
Atria Wealth Solutions
New York
$239K +$6.04K +105 +2%
GM
42
GeoWealth Management
Illinois
$225K +$243K +4,231 New
LNC
43
Lincoln National Corp
Pennsylvania
$210K +$5.64K +98 +3%
CIAS
44
Capital Investment Advisory Services
North Carolina
$152K -$6.44K -112 -4%
CFGS
45
Concourse Financial Group Securities
Alabama
$67K -$22.7K -395 -24%
GWM
46
Geneos Wealth Management
Colorado
$62K – – –
WFA
47
Wipfli Financial Advisors
Wisconsin
$45K +$45.5K +790 New
SL
48
Savior LLC
Massachusetts
$39K -$15.5K -270 -27%
EIP
49
Ellis Investment Partners
Pennsylvania
$25K +$690 +12 +3%
TF
50
TimeScale Financial
Massachusetts
$21K +$518 +9 +2%
1
2
3

TIPZ Hedge Fund Activity: Q3 2022 in Review

58 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q3 2022, worth a combined $125M — up 35% from $92.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TIPZ positions and 7 closed out — a net gain of 8 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Signify Wealth, opening a new position worth an estimated $16.5M. The largest seller was LPL Financial, cutting an estimated $4.27M.

  • 58 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q3 2022, up from 51 in Q2 2022.
  • Funds reported $125M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q3 2022, up 35% quarter-over-quarter.
  • 15 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q3 2022 and 7 closed out, a net change of +8 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q3 2022 was Signify Wealth, an estimated $16.5M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q3 2022 was LPL Financial, an estimated $4.27M sold.

Based on aggregated 13F filings for Q3 2022.