PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
20 hedge funds and large institutions have $52.2M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
18% more funds holding
Funds holding: 17 → 20 (+3)
7% more capital invested
Capital invested by funds: $49M → $52.2M (+$3.19M)
1.11% less ownership
Funds ownership: 58.55% → 57.44% (-1.1%)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$2.22M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$812K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$13.7K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$896K |
| 2 |
LPL Financial
San Diego,
California
|
-$543K |
| 3 |
Morgan Stanley
New York
|
-$149K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$15.8K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$12K |
TIPZ Hedge Fund Activity: Q2 2016 in Review
20 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q2 2016, worth a combined $52.2M — up 6.5% from $49M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TIPZ positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $2.22M. The largest seller was Royal Bank of Canada, cutting an estimated $896K.
- 20 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q2 2016, up from 17 in Q1 2016.
- Funds reported $52.2M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q2 2016, up 6.5% quarter-over-quarter.
- 4 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q2 2016 and 1 closed out, a net change of +3 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q2 2016 was Allianz Asset Management, an estimated $2.22M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q2 2016 was Royal Bank of Canada, an estimated $896K sold.
Based on aggregated 13F filings for Q2 2016.