PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
17 hedge funds and large institutions have $49M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 4 closing their positions.
19% more capital invested
Capital invested by funds: $41M → $49M (+$7.95M)
3.46% more ownership
Funds ownership: 55.09% → 58.55% (+3.5%)
15% less funds holding
Funds holding: 20 → 17 (-3)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$8.75M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$457K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$22K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$11.3K |
| 5 |
BlackRock
New York
|
+$678 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
-$1.33M |
| 2 |
LPL Financial
San Diego,
California
|
-$813K |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$497K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$230K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$224K |
TIPZ Hedge Fund Activity: Q1 2016 in Review
17 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q1 2016, worth a combined $49M — up 19% from $41M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of TIPZ and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 3 added.
The largest buyer was Allianz Asset Management, adding an estimated $8.75M. The largest seller was Colony Group, exiting entirely with an estimated $1.33M sold.
- 17 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q1 2016, down from 20 in Q4 2015.
- Funds reported $49M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q1 2016, up 19% quarter-over-quarter.
- 2 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q1 2016 and 4 closed out, a net change of -2 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q1 2016 was Allianz Asset Management, an estimated $8.75M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q1 2016 was Colony Group, an estimated $1.33M sold.
Based on aggregated 13F filings for Q1 2016.