PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
48 hedge funds and large institutions have $52.3M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 3 closing their positions.
5.45% more ownership
Funds ownership: 40.93% → 46.38% (+5.5%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
5% less capital invested
Capital invested by funds: $54.9M → $52.3M (-$2.55M)
2% less funds holding
Funds holding: 49 → 48 (-1)
35% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$9.02M |
| 2 |
LWP
LMG Wealth Partners
Shreveport,
Louisiana
|
+$640K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$323K |
| 4 |
GIA
Goodwin Investment Advisory
Woodstock,
Georgia
|
+$265K |
| 5 |
JP Morgan Chase
New York
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.99M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.31M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$893K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$615K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
-$593K |
TIPZ Hedge Fund Activity: Q3 2023 in Review
48 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q3 2023, worth a combined $52.3M — down 4.6% from $54.9M a quarter earlier.
Fund positioning in TIPZ was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 23 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $9.02M. The largest seller was Citadel Advisors, cutting an estimated $4.99M.
- 48 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q3 2023, down from 49 in Q2 2023.
- Funds reported $52.3M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q3 2023, down 4.6% quarter-over-quarter.
- 3 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q3 2023 was Jane Street, an estimated $9.02M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q3 2023 was Citadel Advisors, an estimated $4.99M sold.
Based on aggregated 13F filings for Q3 2023.