PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
51 hedge funds and large institutions have $92.9M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 10 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
0.99% more ownership
Funds ownership: 46.77% → 47.76% (+0.99%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 56 → 51 (-5)
22% less capital invested
Capital invested by funds: $119M → $92.9M (-$26.5M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.58M |
| 2 |
Goldman Sachs
New York
|
+$3.06M |
| 3 |
Jane Street
New York
|
+$1.79M |
| 4 |
Morgan Stanley
New York
|
+$1.48M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$994K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.77M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.35M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$2.24M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.75M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| $26 | – | – | – |
|
|
CAN
52
Cetera Advisor Networks
El Segundo,
California
| – | -$2.77M | -43,766 | Closed |
|
|
FTUS
53
Flow Traders U.S.
New York
| – | -$2.35M | -37,083 | Closed |
|
|
SI
54
Stephens Inc
Little Rock,
Arkansas
| – | -$2.24M | -35,385 | Closed |
|
|
WS
55
Wedbush Securities
Los Angeles,
California
| – | -$681K | -10,755 | Closed |
|
|
WGCA
56
Wolf Group Capital Advisors
Fairfax,
Virginia
| – | -$622K | -9,824 | Closed |
|
|
DAS
57
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$229K | -3,612 | Closed |
|
|
PPW
58
Pinnacle Private Wealth
Andover,
Massachusetts
| – | -$213K | -3,362 | Closed |
|
|
MCC
59
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$16K | -256 | Closed |
|
|
FAG
60
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$15K | -231 | Closed |
|
61
Rockefeller Capital Management
New York
| – | -$5K | -82 | Closed |
|
TIPZ Hedge Fund Activity: Q2 2022 in Review
51 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q2 2022, worth a combined $92.9M — down 22% from $119M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of TIPZ and 6 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 19 added.
The largest buyer was LPL Financial, adding an estimated $3.58M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $2.77M sold.
- 51 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q2 2022, down from 56 in Q1 2022.
- Funds reported $92.9M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q2 2022, down 22% quarter-over-quarter.
- 6 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q2 2022 and 10 closed out, a net change of -4 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q2 2022 was LPL Financial, an estimated $3.58M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q2 2022 was Cetera Advisor Networks, an estimated $2.77M sold.
Based on aggregated 13F filings for Q2 2022.