PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
40 hedge funds and large institutions have $59.4M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 4 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
41% more capital invested
Capital invested by funds: $42.1M → $59.4M (+$17.4M)
25% more funds holding
Funds holding: 32 → 40 (+8)
4.7% more ownership
Funds ownership: 34.19% → 38.89% (+4.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$6.14M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.19M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.59M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.34M |
| 5 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$2.86M |
| 2 |
Morgan Stanley
New York
|
-$889K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$279K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$253K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$200K |
TIPZ Hedge Fund Activity: Q1 2021 in Review
40 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q1 2021, worth a combined $59.4M — up 41% from $42.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TIPZ positions and 4 closed out — a net gain of 8 holders — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Stephens Inc, opening a new position worth an estimated $6.14M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.86M sold.
- 40 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q1 2021, up from 32 in Q4 2020.
- Funds reported $59.4M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q1 2021, up 41% quarter-over-quarter.
- 12 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q1 2021 and 4 closed out, a net change of +8 holders.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q1 2021 was Stephens Inc, an estimated $6.14M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q1 2021 was Flow Traders U.S., an estimated $2.86M sold.
Based on aggregated 13F filings for Q1 2021.