PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
45 hedge funds and large institutions have $56.3M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 9 closing their positions.
2.41% more ownership
Funds ownership: 52.26% → 54.67% (+2.4%)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
7% less capital invested
Capital invested by funds: $60.7M → $56.3M (-$4.48M)
8% less funds holding
Funds holding: 49 → 45 (-4)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.01M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$1.72M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.35M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.23M |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.69M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.91M |
| 3 |
Morgan Stanley
New York
|
-$2.64M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.42M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$863K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCWA
51
Turtle Creek Wealth Advisors
Dallas,
Texas
| – | -$18.4K | -346 | Closed |
|
|
NMG
52
New Millennium Group
Sandy,
Utah
| – | -$7.73K | -145 | Closed |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$5.66K | -106 | Closed |
|
|
GIA
54
Goodwin Investment Advisory
Woodstock,
Georgia
| – | -$800 | -15 | Closed |
|
TIPZ Hedge Fund Activity: Q1 2024 in Review
45 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q1 2024, worth a combined $56.3M — down 7.4% from $60.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of TIPZ and 6 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 15 added.
The largest buyer was Citadel Advisors, adding an estimated $2.01M. The largest seller was Jane Street, cutting an estimated $3.69M.
- 45 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q1 2024, down from 49 in Q4 2023.
- Funds reported $56.3M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q1 2024, down 7.4% quarter-over-quarter.
- 6 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q1 2024 and 9 closed out, a net change of -3 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q1 2024 was Citadel Advisors, an estimated $2.01M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q1 2024 was Jane Street, an estimated $3.69M sold.
Based on aggregated 13F filings for Q1 2024.