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PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ

54 hedge funds and large institutions have $66.9M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

22% more capital invested

Capital invested by funds: $54.8M → $66.9M (+$12.1M)

8% more funds holding

Funds holding: 50 → 54 (+4)

1.07% more ownership

Funds ownership: 58.56% → 59.63% (+1.1%)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$7.17M
2
FTUS
Flow Traders U.S.
New York
+$3.15M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.83M
4
CW
CreativeOne Wealth
Kansas
+$1.45M
5
FHA
Flagship Harbor Advisors
Massachusetts
+$581K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.55M
2
Jane Street
Jane Street
New York
-$935K
3
RJA
Raymond James & Associates
Florida
-$492K
4
LGWM
Litman Gregory Wealth Management
California
-$470K
5
MML Investors Services
MML Investors Services
Massachusetts
-$402K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$407K -$3.55M -66,550 -90%
MAM
27
Milestone Asset Management
Pennsylvania
$396K +$2.24K +42 +0.6%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$362K +$93.4K +1,751 +35%
Mariner
29
Mariner
Kansas
$325K – – –
LWP
30
LMG Wealth Partners
Louisiana
$304K -$9.7K -182 -3%
FW
31
Fairway Wealth
Ohio
$297K +$35.6K +667 +14%
SCA
32
Snowden Capital Advisors
New York
$296K +$292K +5,474 New
SG
33
StoneX Group
New York
$295K -$59.2K -1,110 -17%
GWM
34
GSB Wealth Management
Connecticut
$295K – – –
SFS
35
Security Financial Services
Indiana
$279K +$275K +5,154 New
AAS
36
Avantax Advisory Services
Texas
$272K +$2.24K +42 +0.8%
HC
37
Hara Capital
Washington
$253K +$250K +4,680 New
UBS Group
38
UBS Group
Switzerland
$188K +$14K +262 +8%
FFA
39
Farther Finance Advisors
California
$152K +$146K +2,736 +3,463%
WH
40
Wallace Hart
Kentucky
$141K – – –
CFD
41
Creative Financial Designs
Indiana
$31.4K +$31K +581 New
FFO
42
Fortitude Family Office
Arizona
$29.8K +$29.3K +550 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$23.1K – – –
PS
44
Principal Securities
Iowa
$16.9K – – –
VCM
45
Versant Capital Management
Arizona
$13.3K +$13.1K +246 New
ME
46
McIlrath & Eck
Washington
$12.4K – – –
Jones Financial Companies
47
Jones Financial Companies
Missouri
$12.2K -$5.33K -100 -31%
CPA
48
Capital Performance Advisors
California
$10.9K +$10.7K +201 New
MSG
49
Main Street Group
Virginia
$10.2K +$53 +1 +0.5%
NMG
50
New Millennium Group
Utah
$7.84K – – –
1
2
3

TIPZ Hedge Fund Activity: Q3 2024 in Review

54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q3 2024, worth a combined $66.9M — up 22% from $54.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TIPZ positions and 5 closed out — a net gain of 4 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $7.17M. The largest seller was Royal Bank of Canada, cutting an estimated $3.55M.

  • 54 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q3 2024, up from 50 in Q2 2024.
  • Funds reported $66.9M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q3 2024, up 22% quarter-over-quarter.
  • 9 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q3 2024 and 5 closed out, a net change of +4 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q3 2024 was OneDigital Investment Advisors, an estimated $7.17M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q3 2024 was Royal Bank of Canada, an estimated $3.55M sold.

Based on aggregated 13F filings for Q3 2024.