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PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ

45 hedge funds and large institutions have $56.3M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.41% more ownership

Funds ownership: 52.26% → 54.67% (+2.4%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

7% less capital invested

Capital invested by funds: $60.7M → $56.3M (-$4.48M)

8% less funds holding

Funds holding: 49 → 45 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
15
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$2.01M
2
WI
WBI Investments
New Jersey
+$1.72M
3
Bank of America
Bank of America
North Carolina
+$1.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.23M
5
CW
CreativeOne Wealth
Kansas
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.69M
2
FTUS
Flow Traders U.S.
New York
-$2.91M
3
Morgan Stanley
Morgan Stanley
New York
-$2.64M
4
OIA
OneDigital Investment Advisors
Kansas
-$1.42M
5
KAS
Kestra Advisory Services
Texas
-$863K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$368K -$1.42M -26,713 -79%
SG
27
StoneX Group
New York
$350K – – –
GWM
28
GSB Wealth Management
Connecticut
$291K – – –
AAS
29
Avantax Advisory Services
Texas
$267K -$88.5K -1,669 -25%
UBS Group
30
UBS Group
Switzerland
$237K +$68K +1,281 +41%
LNC
31
Lincoln National Corp
Pennsylvania
$231K +$212 +4 +0.1%
FW
32
Fairway Wealth
Ohio
$173K +$33.3K +628 +24%
WH
33
Wallace Hart
Kentucky
$139K +$138K +2,607 New
PMFA
34
Plante Moran Financial Advisors
Michigan
$48K +$47.7K +900 New
NA
35
NewEdge Advisors
Louisiana
$44.9K +$44.7K +842 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$22.8K – – –
PS
37
Principal Securities
Iowa
$16.6K – – –
ME
38
McIlrath & Eck
Washington
$12.2K – – –
MSG
39
Main Street Group
Virginia
$9.59K +$53 +1 +0.6%
GRP
40
Global Retirement Partners
California
$4.76K – – –
LG
41
LAM Group
Oregon
$2.4K -$796 -15 -25%
CIAS
42
Capital Investment Advisory Services
North Carolina
$1.88K – – –
JP Morgan Chase
43
JP Morgan Chase
New York
$747 -$53 -1 -7%
Allianz Asset Management
44
Allianz Asset Management
Germany
$640 -$584 -11 -48%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$53 -$5.25K -99 -99%
FTUS
46
Flow Traders U.S.
New York
– -$2.91M -54,556 Closed
KAS
47
Kestra Advisory Services
Texas
– -$863K -16,192 Closed
GS
48
GTS Securities
New York
– -$305K -5,720 Closed
WCF
49
West Coast Financial
California
– -$274K -5,145 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$226K -4,247 Closed
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TIPZ Hedge Fund Activity: Q1 2024 in Review

45 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q1 2024, worth a combined $56.3M — down 7.4% from $60.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TIPZ and 6 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 15 added.

The largest buyer was Citadel Advisors, adding an estimated $2.01M. The largest seller was Jane Street, cutting an estimated $3.69M.

  • 45 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q1 2024, down from 49 in Q4 2023.
  • Funds reported $56.3M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q1 2024, down 7.4% quarter-over-quarter.
  • 6 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q1 2024 and 9 closed out, a net change of -3 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q1 2024 was Citadel Advisors, an estimated $2.01M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q1 2024 was Jane Street, an estimated $3.69M sold.

Based on aggregated 13F filings for Q1 2024.