PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
50 hedge funds and large institutions have $57.9M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 12 closing their positions.
6.26% less ownership
Funds ownership: 46.71% → 40.45% (-6.3%)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
11% less funds holding
Funds holding: 56 → 50 (-6)
16% less capital invested
Capital invested by funds: $69M → $57.9M (-$11.1M)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$1.85M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.39M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$663K |
| 4 |
WIP
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
+$548K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$483K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.98M |
| 2 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$2.91M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$2.66M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.45M |
| 5 |
EAM
Empirical Asset Management
Wellesley,
Massachusetts
|
-$1.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LGWM
51
Litman Gregory Wealth Management
Larkspur,
California
| – | -$2.91M | -53,837 | Closed |
|
|
EAM
52
Empirical Asset Management
Wellesley,
Massachusetts
| – | -$1.33M | -24,672 | Closed |
|
53
Stifel Financial
St. Louis,
Missouri
| – | -$1.1M | -20,406 | Closed |
|
|
CFP
54
Curran Financial Partners
Daniel Island,
South Carolina
| – | -$857K | -15,855 | Closed |
|
|
LTI
55
Laffer Tengler Investments
Nashville,
Tennessee
| – | -$641K | -11,858 | Closed |
|
56
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$287K | -5,306 | Closed |
|
|
IWM
57
IHT Wealth Management
Chicago,
Illinois
| – | -$261K | -4,830 | Closed |
|
|
NA
58
NewEdge Advisors
New Orleans,
Louisiana
| – | -$143K | -2,648 | Closed |
|
|
EE
59
EWG Elevate
Roseville,
California
| – | -$74.2K | -1,373 | Closed |
|
|
CFGS
60
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$69K | -1,258 | Closed |
|
|
MCC
61
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$22.1K | -409 | Closed |
|
TIPZ Hedge Fund Activity: Q1 2023 in Review
50 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q1 2023, worth a combined $57.9M — down 16% from $69M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of TIPZ and 6 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 18 added.
The largest buyer was Allianz Asset Management, adding an estimated $1.85M. The largest seller was Jane Street, cutting an estimated $2.98M.
- 50 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q1 2023, down from 56 in Q4 2022.
- Funds reported $57.9M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q1 2023, down 16% quarter-over-quarter.
- 6 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q1 2023 and 12 closed out, a net change of -6 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q1 2023 was Allianz Asset Management, an estimated $1.85M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q1 2023 was Jane Street, an estimated $2.98M sold.
Based on aggregated 13F filings for Q1 2023.