PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
49 hedge funds and large institutions have $54.9M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 7 closing their positions.
0.48% more ownership
Funds ownership: 40.45% → 40.93% (+0.48%)
2% less funds holding
Funds holding: 50 → 49 (-1)
5% less capital invested
Capital invested by funds: $57.9M → $54.9M (-$3.04M)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
43% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$6.04M |
| 2 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
+$2.89M |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
+$1.21M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$312K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$298K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.61M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$2.11M |
| 3 |
Jane Street
New York
|
-$1.33M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.11M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$966K |
TIPZ Hedge Fund Activity: Q2 2023 in Review
49 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q2 2023, worth a combined $54.9M — down 5.2% from $57.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of TIPZ and 6 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 13 added.
The largest buyer was Citadel Advisors, adding an estimated $6.04M. The largest seller was Royal Bank of Canada, cutting an estimated $3.61M.
- 49 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q2 2023, down from 50 in Q1 2023.
- Funds reported $54.9M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q2 2023, down 5.2% quarter-over-quarter.
- 6 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q2 2023 and 7 closed out, a net change of -1 holder.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q2 2023 was Citadel Advisors, an estimated $6.04M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q2 2023 was Royal Bank of Canada, an estimated $3.61M sold.
Based on aggregated 13F filings for Q2 2023.