PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
58 hedge funds and large institutions have $125M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
53% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 15
35% more capital invested
Capital invested by funds: $92.9M → $125M (+$32.4M)
14% more funds holding
Funds holding: 51 → 58 (+7)
0.51% more ownership
Funds ownership: 47.76% → 48.27% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Signify Wealth
Saint Louis,
Missouri
|
+$16.5M |
| 2 |
OC
Oppenheimer & Co
New York
|
+$7.71M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$6.71M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$5.29M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$4.27M |
| 2 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$2.36M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.06M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.18M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$574K |
TIPZ Hedge Fund Activity: Q3 2022 in Review
58 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q3 2022, worth a combined $125M — up 35% from $92.9M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TIPZ positions and 7 closed out — a net gain of 8 holders — while 23 added to existing stakes and 15 trimmed.
The largest buyer was Signify Wealth, opening a new position worth an estimated $16.5M. The largest seller was LPL Financial, cutting an estimated $4.27M.
- 58 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q3 2022, up from 51 in Q2 2022.
- Funds reported $125M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q3 2022, up 35% quarter-over-quarter.
- 15 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q3 2022 and 7 closed out, a net change of +8 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q3 2022 was Signify Wealth, an estimated $16.5M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q3 2022 was LPL Financial, an estimated $4.27M sold.
Based on aggregated 13F filings for Q3 2022.