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PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ

49 hedge funds and large institutions have $60.7M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $52.3M → $60.7M (+$8.41M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

5.88% more ownership

Funds ownership: 46.38% → 52.26% (+5.9%)

2% more funds holding

Funds holding: 48 → 49 (+1)

58% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 24

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$9.68M
2
FTUS
Flow Traders U.S.
New York
+$2.61M
3
Morgan Stanley
Morgan Stanley
New York
+$2.37M
4
Goldman Sachs
Goldman Sachs
New York
+$1.84M
5
KAS
Kestra Advisory Services
Texas
+$842K

Top Sellers

Rank Fund Capital Flow
1
LWP
LMG Wealth Partners
Louisiana
-$4.85M
2
Jane Street
Jane Street
New York
-$1.08M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.05M
4
UBS Group
UBS Group
Switzerland
-$892K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$820K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$356K +$2.71K +52 +0.8%
SG
27
StoneX Group
New York
$350K -$1.56K -30 -0.5%
GSEP
28
Golden State Equity Partners
California
$308K -$8.06K -155 -3%
GS
29
GTS Securities
New York
$305K – – –
GWM
30
GSB Wealth Management
Connecticut
$291K – – –
WCF
31
West Coast Financial
California
$274K -$32.6K -627 -11%
LNC
32
Lincoln National Corp
Pennsylvania
$231K +$2.91K +56 +1%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$226K -$259K -4,985 -54%
UBS Group
34
UBS Group
Switzerland
$169K -$892K -17,148 -84%
FW
35
Fairway Wealth
Ohio
$140K +$136K +2,620 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$22.9K -$16K -308 -42%
TCWA
37
Turtle Creek Wealth Advisors
Texas
$18.4K +$18K +346 New
PS
38
Principal Securities
Iowa
$16.6K +$16.2K +312 New
ME
39
McIlrath & Eck
Washington
$12.2K – – –
MSG
40
Main Street Group
Virginia
$9.7K +$9.42K +181 New
NMG
41
New Millennium Group
Utah
$7.73K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$5.66K +$52 +1 +1%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$5.33K +$5.2K +100 New
GRP
44
Global Retirement Partners
California
$4.75K – – –
LG
45
LAM Group
Oregon
$3.2K +$3.12K +60 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$1.88K – – –
Allianz Asset Management
47
Allianz Asset Management
Germany
$1.23K -$208 -4 -15%
GIA
48
Goodwin Investment Advisory
Georgia
$800 -$291K -5,599 -100%
JP Morgan Chase
49
JP Morgan Chase
New York
$800 -$286K -5,490 -100%
AFO
50
Arrowroot Family Office
California
– -$274K -5,286 Closed
1
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TIPZ Hedge Fund Activity: Q4 2023 in Review

49 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2023, worth a combined $60.7M — up 16% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TIPZ positions and 7 closed out — a net gain of 1 holder — while 10 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $9.68M. The largest seller was LMG Wealth Partners, cutting an estimated $4.85M.

  • 49 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2023, up from 48 in Q3 2023.
  • Funds reported $60.7M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2023, up 16% quarter-over-quarter.
  • 8 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2023 and 7 closed out, a net change of +1 holder.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2023 was Bank of America, an estimated $9.68M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2023 was LMG Wealth Partners, an estimated $4.85M sold.

Based on aggregated 13F filings for Q4 2023.