We are live on ! Find out more
TIPZ icon

PIMCO Broad US TIPS Index Exchange-Traded Fund

32 hedge funds and large institutions have $42.1M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 5

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $35.9M → $42.1M (+$6.14M)

3% more funds holding

Funds holding: 3132 (+1)

0.67% less ownership

Funds ownership: 34.86%34.19% (-0.67%)

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.3M +$510K +7,883 +5%
RJA
2
Raymond James & Associates
Florida
$3.62M +$469K +7,258 +15%
SCM
3
Seascape Capital Management
New Hampshire
$3.45M +$3.41M +52,679 New
UBS Group
4
UBS Group
Switzerland
$2.95M +$114K +1,761 +4%
FTUS
5
Flow Traders U.S.
New York
$2.86M -$1.59M -24,541 -36%
Jane Street
6
Jane Street
New York
$2.7M +$1.95M +30,126 +270%
LPL Financial
7
LPL Financial
California
$2.25M +$732K +11,318 +49%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.06M -$269K -4,159 -12%
Wells Fargo
9
Wells Fargo
California
$2.03M -$201K -3,101 -9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.87M +$71.5K +1,105 +4%
Morgan Stanley
11
Morgan Stanley
New York
$1.51M +$789K +12,194 +112%
LWM
12
Laidlaw Wealth Management
New York
$1.42M +$918K +14,195 +189%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$930K +$41.4K +640 +5%
Citadel Advisors
14
Citadel Advisors
Florida
$767K -$906K -14,015 -54%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$766K +$47.1K +729 +7%
Osaic Holdings
16
Osaic Holdings
Arizona
$519K -$70K -1,083 -12%
WGCA
17
Wolf Group Capital Advisors
Virginia
$346K +$50.7K +784 +17%
IA
18
IFP Advisors
Florida
$300K +$104K +1,601 +53%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$292K +$14.1K +218 +5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$279K +$275K +4,259 New
LNC
21
Lincoln National Corp
Pennsylvania
$232K +$1.55K +24 +0.7%
SS
22
Simplicity Solutions
Minnesota
$200K +$198K +3,057 New
CFA
23
Carroll Financial Associates
North Carolina
$108K
BFG
24
Baron Financial Group
New Jersey
$105K
GWM
25
Geneos Wealth Management
Colorado
$104K +$104K +1,613 New

TIPZ Hedge Fund Activity: Q4 2020 in Review

32 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2020, worth a combined $42.1M — up 17% from $35.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TIPZ positions and 3 closed out — a net gain of 2 holders — while 17 added to existing stakes and 5 trimmed.

The largest buyer was Seascape Capital Management, opening a new position worth an estimated $3.41M. The largest seller was Flow Traders U.S., cutting an estimated $1.59M.

  • 32 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2020, up from 31 in Q3 2020.
  • Funds reported $42.1M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2020, up 17% quarter-over-quarter.
  • 5 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2020 and 3 closed out, a net change of +2 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2020 was Seascape Capital Management, an estimated $3.41M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2020 was Flow Traders U.S., an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2020.