PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
56 hedge funds and large institutions have $119M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
56% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 16
15% more capital invested
Capital invested by funds: $104M → $119M (+$15.6M)
10% more funds holding
Funds holding: 51 → 56 (+5)
4.07% more ownership
Funds ownership: 42.7% → 46.77% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7.01M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.69M |
| 4 |
FFS
Founders Financial Securities
Towson,
Maryland
|
+$2.67M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$8.25M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$4.08M |
| 3 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$2.68M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.45M |
| 5 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$1.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
51
American Portfolios Advisors
Holbrook,
New York
| $15.8K | – | – | – |
|
|
FAG
52
Fortitude Advisory Group
Gig Harbor,
Washington
| $15K | +$14.8K | +231 | New |
|
|
GLLW
53
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| $13K | – | – | – |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $12K | +$128 | +2 | +1% |
|
|
GRP
55
Global Retirement Partners
San Rafael,
California
| $6K | +$6.73K | +105 | New |
|
56
Rockefeller Capital Management
New York
| $5K | +$5.25K | +82 | New |
|
|
LWAC
57
Laurel Wealth Advisors (California)
Solana Beach,
California
| – | -$401K | -6,067 | Closed |
|
|
BRWA
58
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$208K | -3,144 | Closed |
|
59
JP Morgan Chase
New York
| – | -$6K | -95 | Closed |
|
|
KFS
60
Kelly Financial Services
Braintree,
Massachusetts
| – | -$5.14K | -78 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | -$4.29K | -67 | -99% |
|
TIPZ Hedge Fund Activity: Q1 2022 in Review
56 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q1 2022, worth a combined $119M — up 15% from $104M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TIPZ positions and 4 closed out — a net gain of 6 holders — while 25 added to existing stakes and 16 trimmed.
The largest buyer was Jane Street, adding an estimated $7.01M. The largest seller was Bank of America, cutting an estimated $8.25M.
- 56 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q1 2022, up from 51 in Q4 2021.
- Funds reported $119M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q1 2022, up 15% quarter-over-quarter.
- 10 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q1 2022 and 4 closed out, a net change of +6 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q1 2022 was Jane Street, an estimated $7.01M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q1 2022 was Bank of America, an estimated $8.25M sold.
Based on aggregated 13F filings for Q1 2022.