PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
53 hedge funds and large institutions have $65.7M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 8 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2.8% more ownership
Funds ownership: 59.63% → 62.44% (+2.8%)
2% less capital invested
Capital invested by funds: $66.9M → $65.7M (-$1.24M)
2% less funds holding
Funds holding: 54 → 53 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.67M |
| 2 |
HC
Hara Capital
Bellevue,
Washington
|
+$1.96M |
| 3 |
Goldman Sachs
New York
|
+$1.09M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.05M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$693K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$3.08M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$2.94M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.67M |
| 4 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$1.28M |
| 5 |
NAS
NWF Advisory Services
Los Angeles,
California
|
-$627K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $4.62K | – | – | – |
|
|
AWM
52
AE Wealth Management
Topeka,
Kansas
| $2.02K | +$2.06K | +39 | New |
|
53
Fidelity Investments
Boston,
Massachusetts
| $52 | – | – | – |
|
|
LGWM
54
Litman Gregory Wealth Management
Larkspur,
California
| – | -$1.28M | -23,598 | Closed |
|
|
NAS
55
NWF Advisory Services
Los Angeles,
California
| – | -$627K | -11,592 | Closed |
|
|
LWP
56
LMG Wealth Partners
Shreveport,
Louisiana
| – | -$304K | -5,612 | Closed |
|
|
GWM
57
GSB Wealth Management
Guilford,
Connecticut
| – | -$295K | -5,450 | Closed |
|
|
IAIM
58
International Assets Investment Management
Orlando,
Florida
| – | -$52 | -2,813 | Closed |
|
|
VCM
59
Versant Capital Management
Phoenix,
Arizona
| – | -$13.3K | -246 | Closed |
|
|
CPA
60
Capital Performance Advisors
Walnut Creek,
California
| – | -$10.9K | -201 | Closed |
|
|
CIAS
61
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$1.98K | -37 | Closed |
|
TIPZ Hedge Fund Activity: Q4 2024 in Review
53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2024, worth a combined $65.7M — down 1.8% from $66.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new TIPZ positions and 8 closed out — a net gain of 1 holder — while 21 added to existing stakes and 15 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $3.67M. The largest seller was Flow Traders U.S., cutting an estimated $3.08M.
- 53 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2024, down from 54 in Q3 2024.
- Funds reported $65.7M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2024, down 1.8% quarter-over-quarter.
- 9 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2024 and 8 closed out, a net change of +1 holder.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2024 was Jane Street, an estimated $3.67M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2024 was Flow Traders U.S., an estimated $3.08M sold.
Based on aggregated 13F filings for Q4 2024.