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PIMCO Broad US TIPS Index Exchange-Traded Fund

45 hedge funds and large institutions have $49.7M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 4945 (-4)

11.91% less ownership

Funds ownership: 64.33%52.43% (-12%)

29% less capital invested

Capital invested by funds: $70.3M → $49.7M (-$20.7M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$320K
GS
27
GWN Securities
Florida
$302K -$768K -14,545 -72%
JP Morgan Chase
28
JP Morgan Chase
New York
$299K +$272K +5,145 +1,088%
SCA
29
Snowden Capital Advisors
New York
$288K -$10.8K -204 -4%
SG
30
StoneX Group
New York
$282K -$5.81K -110 -2%
AAS
31
Avantax Advisory Services
Texas
$249K -$89.9K -1,702 -27%
FFA
32
Farther Finance Advisors
California
$248K -$5.81K -110 -2%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$60.1K -$74.1K -1,404 -55%
GRP
34
Global Retirement Partners
California
$38.4K +$38.1K +721 New
CFD
35
Creative Financial Designs
Indiana
$31.9K +$581 +11 +2%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$20K +$19.8K +375 New
PS
37
Principal Securities
Iowa
$16.6K
ME
38
McIlrath & Eck
Washington
$12.2K
IA
39
IFP Advisors
Florida
$10.7K +$10.6K +200 New
MSG
40
Main Street Group
Virginia
$10.3K +$106 +2 +1%
NMG
41
New Millennium Group
Utah
$7.72K
Franklin Resources
42
Franklin Resources
California
$6.71K
AG
43
AmeriFlex Group
Nevada
$4.08K -$602K -11,405 -99%
AWM
44
AE Wealth Management
Kansas
$1.17K -$898 -17 -44%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$53
OIA
46
OneDigital Investment Advisors
Kansas
-$9.44M -174,963 Closed
SFS
47
Security Financial Services
Indiana
-$528K -9,788 Closed
MAM
48
Milestone Asset Management
Pennsylvania
-$400K -7,414 Closed
PFS
49
Prospera Financial Services
Texas
-$390K -7,220 Closed
SWM
50
SFG Wealth Management
Maryland
-$376K -6,980 Closed

TIPZ Hedge Fund Activity: Q2 2025 in Review

45 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q2 2025, worth a combined $49.7M — down 29% from $70.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TIPZ and 6 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 12 added.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $5.17M. The largest seller was OneDigital Investment Advisors, exiting entirely with an estimated $9.44M sold.

  • 45 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q2 2025, down from 49 in Q1 2025.
  • Funds reported $49.7M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q2 2025, down 29% quarter-over-quarter.
  • 6 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q2 2025 and 10 closed out, a net change of -4 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q2 2025 was Great Valley Advisor Group, an estimated $5.17M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q2 2025 was OneDigital Investment Advisors, an estimated $9.44M sold.

Based on aggregated 13F filings for Q2 2025.