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PIMCO Broad US TIPS Index Exchange-Traded Fund

39 hedge funds and large institutions have $41M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.56% more ownership

Funds ownership: 42.39%43.95% (+1.6%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

9% less capital invested

Capital invested by funds: $45.1M → $41M (-$4.09M)

11% less funds holding

Funds holding: 4439 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$256K -$21.6K -404 -8%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$249K +$97.6K +1,825 +62%
FFA
28
Farther Finance Advisors
California
$225K -$23.5K -439 -9%
SG
29
StoneX Group
New York
$219K -$46.4K -867 -17%
IA
30
IFP Advisors
Florida
$136K +$6.74K +126 +5%
FHA
31
Flagship Harbor Advisors
Massachusetts
$50.3K +$51.4K +960 New
CFD
32
Creative Financial Designs
Indiana
$34.6K +$2.89K +54 +9%
GRP
33
Global Retirement Partners
California
$30.9K -$6.9K -129 -18%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$18.7K +$19.2K +358 New
ME
35
McIlrath & Eck
Washington
$10K
UBS Group
36
UBS Group
Switzerland
$6.86K +$7.01K +131 New
Franklin Resources
37
Franklin Resources
California
$6.6K
AWM
38
AE Wealth Management
Kansas
$1.15K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$52
FTUS
40
Flow Traders U.S.
New York
-$1.41M -26,241 Closed
PMWMG
41
Parr McKnight Wealth Management Group
Minnesota
-$296K -5,514 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$293K -5,446 Closed
PFS
43
Prospera Financial Services
Texas
-$216K -4,007 Closed
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
-$113K -2,100 Closed
SWP
45
Strategic Wealth Partners
Ohio
-$21.8K -406 Closed
PS
46
Principal Securities
Iowa
-$16.8K -312 Closed
FFA
47
Founders Financial Alliance
North Carolina
-$11.3K -210 Closed
MSG
48
Main Street Group
Virginia
-$10.4K -193 Closed
BTI
49
Blue Trust Inc
Georgia
-$1.88K -35 Closed

TIPZ Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2025, worth a combined $41M — down 9.1% from $45.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TIPZ and 5 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was LPL Financial, adding an estimated $4.44M. The largest seller was Bank of America, cutting an estimated $6.91M.

  • 39 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2025, down from 44 in Q3 2025.
  • Funds reported $41M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2025, down 9.1% quarter-over-quarter.
  • 5 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2025 and 10 closed out, a net change of -5 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2025 was LPL Financial, an estimated $4.44M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2025 was Bank of America, an estimated $6.91M sold.

Based on aggregated 13F filings for Q4 2025.