PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
50 hedge funds and large institutions have $54.8M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
11% more funds holding
Funds holding: 45 → 50 (+5)
3.89% more ownership
Funds ownership: 54.67% → 58.56% (+3.9%)
3% less capital invested
Capital invested by funds: $56.3M → $54.8M (-$1.49M)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$5.14M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$1.33M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$695K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$659K |
| 5 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
+$381K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.26M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.42M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$901K |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$813K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$764K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$2.42M | -45,309 | Closed |
|
|
OIA
52
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$368K | -6,906 | Closed |
|
|
LNC
53
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$231K | -4,340 | Closed |
|
|
PMFA
54
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$48K | -900 | Closed |
|
55
JP Morgan Chase
New York
| – | -$747 | -14 | Closed |
|
TIPZ Hedge Fund Activity: Q2 2024 in Review
50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q2 2024, worth a combined $54.8M — down 2.7% from $56.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TIPZ positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $5.14M. The largest seller was Jane Street, cutting an estimated $3.26M.
- 50 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q2 2024, up from 45 in Q1 2024.
- Funds reported $54.8M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q2 2024, down 2.7% quarter-over-quarter.
- 10 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q2 2024 and 5 closed out, a net change of +5 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q2 2024 was Allianz Asset Management, an estimated $5.14M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q2 2024 was Jane Street, an estimated $3.26M sold.
Based on aggregated 13F filings for Q2 2024.