PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
23 hedge funds and large institutions have $19.3M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
10% more funds holding
Funds holding: 21 → 23 (+2)
15.66% less ownership
Funds ownership: 48.31% → 32.65% (-16%)
58% less capital invested
Capital invested by funds: $45.6M → $19.3M (-$26.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
+$1.45M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.07M |
| 3 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
+$930K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$349K |
| 5 |
Morgan Stanley
New York
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$24.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.66M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.8M |
| 4 |
Jane Street
New York
|
-$355K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1K |
TIPZ Hedge Fund Activity: Q4 2016 in Review
23 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2016, worth a combined $19.3M — down 58% from $45.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TIPZ positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Wolverine Trading, opening a new position worth an estimated $1.45M. The largest seller was Allianz Asset Management, cutting an estimated $24.9M.
- 23 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2016, up from 21 in Q3 2016.
- Funds reported $19.3M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2016, down 58% quarter-over-quarter.
- 5 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2016 and 2 closed out, a net change of +3 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2016 was Wolverine Trading, an estimated $1.45M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2016 was Allianz Asset Management, an estimated $24.9M sold.
Based on aggregated 13F filings for Q4 2016.