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PIMCO Broad US TIPS Index Exchange-Traded Fund

53 hedge funds and large institutions have $65.7M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2.8% more ownership

Funds ownership: 59.63%62.44% (+2.8%)

2% less capital invested

Capital invested by funds: $66.9M → $65.7M (-$1.24M)

2% less funds holding

Funds holding: 5453 (-1)

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$530K -$5.81K -110 -1%
MML Investors Services
27
MML Investors Services
Massachusetts
$448K -$69.4K -1,314 -13%
SFS
28
Security Financial Services
Indiana
$380K +$115K +2,180 +42%
MAM
29
Milestone Asset Management
Pennsylvania
$373K -$5.97K -113 -2%
FW
30
Fairway Wealth
Ohio
$348K +$64.1K +1,213 +22%
Mariner
31
Mariner
Kansas
$311K
DC
32
Davenport & Co
Virginia
$294K +$300K +5,674 New
PWM
33
Pines Wealth Management
North Carolina
$293K +$300K +5,672 New
SCA
34
Snowden Capital Advisors
New York
$291K +$6.61K +125 +2%
MWM
35
Maridea Wealth Management
New York
$285K +$291K +5,500 New
SG
36
StoneX Group
New York
$282K -$1.43K -27 -0.5%
AAS
37
Avantax Advisory Services
Texas
$239K -$22.2K -420 -8%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$223K +$227K +4,299 New
UBS Group
39
UBS Group
Switzerland
$156K -$24.2K -458 -13%
FFA
40
Farther Finance Advisors
California
$130K -$16K -303 -11%
WH
41
Wallace Hart
Kentucky
$123K -$12K -227 -9%
Jones Financial Companies
42
Jones Financial Companies
Missouri
$117K +$107K +2,026 +900%
CFD
43
Creative Financial Designs
Indiana
$30.3K +$264 +5 +0.9%
FFO
44
Fortitude Family Office
Arizona
$28.5K
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$22.1K
PS
46
Principal Securities
Iowa
$16.2K
ME
47
McIlrath & Eck
Washington
$11.9K
MSG
48
Main Street Group
Virginia
$9.83K +$106 +2 +1%
NMG
49
New Millennium Group
Utah
$7.51K
Franklin Resources
50
Franklin Resources
California
$6.53K +$6.66K +126 New

TIPZ Hedge Fund Activity: Q4 2024 in Review

53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2024, worth a combined $65.7M — down 1.8% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TIPZ positions and 8 closed out — a net gain of 1 holder — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.67M. The largest seller was Flow Traders U.S., cutting an estimated $3.08M.

  • 53 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2024, down from 54 in Q3 2024.
  • Funds reported $65.7M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2024, down 1.8% quarter-over-quarter.
  • 9 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2024 and 8 closed out, a net change of +1 holder.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2024 was Jane Street, an estimated $3.67M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2024 was Flow Traders U.S., an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2024.