PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
56 hedge funds and large institutions have $69M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 27 reducing their positions, and 11 closing their positions.
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
1.56% less ownership
Funds ownership: 48.27% → 46.71% (-1.6%)
3% less funds holding
Funds holding: 58 → 56 (-2)
45% less capital invested
Capital invested by funds: $125M → $69M (-$56.3M)
52% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 27
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$2.92M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.01M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$593K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$476K |
| 5 |
LPL Financial
San Diego,
California
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Signify Wealth
Saint Louis,
Missouri
|
-$15.2M |
| 2 |
Jane Street
New York
|
-$12.1M |
| 3 |
OC
Oppenheimer & Co
New York
|
-$7.13M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$6.17M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.81M |
TIPZ Hedge Fund Activity: Q4 2022 in Review
56 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2022, worth a combined $69M — down 45% from $125M a quarter earlier.
Fund positioning in TIPZ was balanced in Q4 2022: 11 funds opened new positions, 11 closed out, 13 added to existing stakes and 27 trimmed.
The largest buyer was Litman Gregory Wealth Management, opening a new position worth an estimated $2.92M. The largest seller was Signify Wealth, exiting entirely with an estimated $15.2M sold.
- 56 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2022, down from 58 in Q3 2022.
- Funds reported $69M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2022, down 45% quarter-over-quarter.
- 11 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2022 and 11 closed out, a net change of 0 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2022 was Litman Gregory Wealth Management, an estimated $2.92M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2022 was Signify Wealth, an estimated $15.2M sold.
Based on aggregated 13F filings for Q4 2022.