PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
51 hedge funds and large institutions have $104M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 7 reducing their positions, and 5 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 7
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
38% more capital invested
Capital invested by funds: $75.4M → $104M (+$28.4M)
6% more funds holding
Funds holding: 48 → 51 (+3)
3.48% more ownership
Funds ownership: 39.22% → 42.7% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.19M |
| 2 |
Jane Street
New York
|
+$5.18M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.49M |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$2.68M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.3M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.96M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$304K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$282K |
| 5 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$243K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFS
51
Kelly Financial Services
Braintree,
Massachusetts
| $5.14K | +$5.17K | +78 | New |
|
52
Fidelity Investments
Boston,
Massachusetts
| $4K | +$4.5K | +68 | New |
|
|
OMC
53
Old Mission Capital
Chicago,
Illinois
| – | -$304K | -4,629 | Closed |
|
|
BAM
54
Belpointe Asset Management
Reno,
Nevada
| – | -$282K | -4,292 | Closed |
|
|
GRP
55
Global Retirement Partners
San Rafael,
California
| – | -$18K | -277 | Closed |
|
|
DI
56
Disciplined Investments
Tulsa,
Oklahoma
| – | -$11K | -172 | Closed |
|
|
JCM
57
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$7K | -100 | Closed |
|
TIPZ Hedge Fund Activity: Q4 2021 in Review
51 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2021, worth a combined $104M — up 38% from $75.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TIPZ positions and 5 closed out — a net gain of 3 holders — while 28 added to existing stakes and 7 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $6.19M. The largest seller was Citadel Advisors, cutting an estimated $3.3M.
- 51 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2021, up from 48 in Q3 2021.
- Funds reported $104M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2021, up 38% quarter-over-quarter.
- 8 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2021 and 5 closed out, a net change of +3 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2021 was Osaic Holdings, an estimated $6.19M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2021 was Citadel Advisors, an estimated $3.3M sold.
Based on aggregated 13F filings for Q4 2021.