PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
45 hedge funds and large institutions have $49.7M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 10 closing their positions.
8% less funds holding
Funds holding: 49 → 45 (-4)
11.91% less ownership
Funds ownership: 64.33% → 52.43% (-12%)
29% less capital invested
Capital invested by funds: $70.3M → $49.7M (-$20.7M)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
40% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$5.17M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.32M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$408K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$284K |
| 5 |
JP Morgan Chase
New York
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$9.44M |
| 2 |
Jane Street
New York
|
-$3.79M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.53M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.18M |
| 5 |
Goldman Sachs
New York
|
-$1.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
51
Maridea Wealth Management
Brooklyn,
New York
| – | -$296K | -5,488 | Closed |
|
52
Envestnet Asset Management
Chicago,
Illinois
| – | -$274K | -5,078 | Closed |
|
|
PWM
53
Pines Wealth Management
Southern Pines,
North Carolina
| – | -$241K | -4,558 | Closed |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$23K | -427 | Closed |
|
|
AF
55
Allworth Financial
Folsom,
California
| – | -$212 | -4 | Closed |
|
TIPZ Hedge Fund Activity: Q2 2025 in Review
45 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q2 2025, worth a combined $49.7M — down 29% from $70.3M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of TIPZ and 6 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 12 added.
The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $5.17M. The largest seller was OneDigital Investment Advisors, exiting entirely with an estimated $9.44M sold.
- 45 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q2 2025, down from 49 in Q1 2025.
- Funds reported $49.7M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q2 2025, down 29% quarter-over-quarter.
- 6 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q2 2025 and 10 closed out, a net change of -4 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q2 2025 was Great Valley Advisor Group, an estimated $5.17M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q2 2025 was OneDigital Investment Advisors, an estimated $9.44M sold.
Based on aggregated 13F filings for Q2 2025.