PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
54 hedge funds and large institutions have $66.9M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
22% more capital invested
Capital invested by funds: $54.8M → $66.9M (+$12.1M)
8% more funds holding
Funds holding: 50 → 54 (+4)
1.07% more ownership
Funds ownership: 58.56% → 59.63% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$7.17M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$3.15M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.83M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.45M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$581K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.55M |
| 2 |
Jane Street
New York
|
-$935K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$492K |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$470K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$402K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $4.83K | – | – | – |
|
|
CIAS
52
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.98K | +$53 | +1 | +3% |
|
53
Fidelity Investments
Boston,
Massachusetts
| $54 | – | – | – |
|
|
IAIM
54
International Assets Investment Management
Orlando,
Florida
| $52 | +$147K | +2,761 | +5,310% |
|
|
55
Jane Street
New York
| – | -$935K | -17,800 | Closed |
|
56
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$278K | -5,283 | Closed |
|
57
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$205K | -3,904 | Closed |
|
|
LG
58
LAM Group
Lake Oswego,
Oregon
| – | -$788 | -15 | Closed |
|
|
MG
59
Mather Group
Chicago,
Illinois
| – | -$53 | -1 | Closed |
|
TIPZ Hedge Fund Activity: Q3 2024 in Review
54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q3 2024, worth a combined $66.9M — up 22% from $54.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new TIPZ positions and 5 closed out — a net gain of 4 holders — while 22 added to existing stakes and 14 trimmed.
The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $7.17M. The largest seller was Royal Bank of Canada, cutting an estimated $3.55M.
- 54 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q3 2024, up from 50 in Q2 2024.
- Funds reported $66.9M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q3 2024, up 22% quarter-over-quarter.
- 9 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q3 2024 and 5 closed out, a net change of +4 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q3 2024 was OneDigital Investment Advisors, an estimated $7.17M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q3 2024 was Royal Bank of Canada, an estimated $3.55M sold.
Based on aggregated 13F filings for Q3 2024.