PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
20 hedge funds and large institutions have $74.7M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 3 closing their positions.
384% more capital invested
Capital invested by funds: $15.4M → $74.7M (+$59.2M)
38.98% more ownership
Funds ownership: 31.23% → 70.21% (+39%)
5% less funds holding
Funds holding: 21 → 20 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSIM
F-Squared Investment Management
Wellesley,
Massachusetts
|
+$62.1M |
| 2 |
PI
Placemark Investments
Chicago,
Illinois
|
+$1.44M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.32M |
| 4 |
Morgan Stanley
New York
|
+$60.8K |
| 5 |
NES
New England Securities
New York
|
+$13.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.97M |
| 2 |
BCM
Bluefin Capital Management
New York
|
-$900K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$857K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$714K |
| 5 |
LPL Financial
San Diego,
California
|
-$153K |
TIPZ Hedge Fund Activity: Q2 2014 in Review
20 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q2 2014, worth a combined $74.7M — up 384% from $15.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of TIPZ and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 4 added.
The largest buyer was F-Squared Investment Management, opening a new position worth an estimated $62.1M. The largest seller was Royal Bank of Canada, cutting an estimated $3.97M.
- 20 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q2 2014, down from 21 in Q1 2014.
- Funds reported $74.7M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q2 2014, up 384% quarter-over-quarter.
- 2 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q2 2014 and 3 closed out, a net change of -1 holder.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q2 2014 was F-Squared Investment Management, an estimated $62.1M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q2 2014 was Royal Bank of Canada, an estimated $3.97M sold.
Based on aggregated 13F filings for Q2 2014.