We are live on ! Find out more
TIPZ icon

PIMCO Broad US TIPS Index Exchange-Traded Fund

51 hedge funds and large institutions have $92.9M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0.99% more ownership

Funds ownership: 46.77%47.76% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 5651 (-5)

22% less capital invested

Capital invested by funds: $119M → $92.9M (-$26.5M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
51
Holders Change
-5
Holders Change %
-8.93%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
19
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$15.4M +$1.79M +29,802 +13%
LPL Financial
2
LPL Financial
California
$9.24M +$3.58M +59,526 +59%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.23M +$234K +3,895 +3%
Bank of America
4
Bank of America
North Carolina
$6.5M -$1.75M -29,066 -20%
RJA
5
Raymond James & Associates
Florida
$5.51M -$58.1K -966 -1%
Morgan Stanley
6
Morgan Stanley
New York
$4.76M +$1.48M +24,551 +42%
Wells Fargo
7
Wells Fargo
California
$4.18M +$994K +16,522 +29%
SPIA
8
Steward Partners Investment Advisory
New York
$3.99M -$22.1K -367 -0.5%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.8M -$1.4M -23,282 -26%
Goldman Sachs
10
Goldman Sachs
New York
$2.93M +$3.06M +50,845 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.74M +$565K +9,402 +25%
MML Investors Services
12
MML Investors Services
Massachusetts
$2.67M -$209K -3,468 -7%
UBS Group
13
UBS Group
Switzerland
$2.52M -$71.8K -1,193 -3%
FFS
14
Founders Financial Securities
Maryland
$2.36M -$45.6K -758 -2%
Citadel Advisors
15
Citadel Advisors
Florida
$2.29M -$425K -7,061 -15%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.78M -$276K -4,596 -13%
PFS
17
Prospera Financial Services
Texas
$1.74M -$823K -13,680 -31%
EAM
18
Empirical Asset Management
Massachusetts
$1.68M -$25.4K -422 -1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.14M +$250K +4,160 +27%
Stifel Financial
20
Stifel Financial
Missouri
$1.14M +$355K +5,905 +43%
CFP
21
Curran Financial Partners
South Carolina
$1.06M -$292K -4,850 -21%
ASN
22
Advisory Services Network
Georgia
$951K -$92.3K -1,535 -9%
WIP
23
WealthCare Investment Partners
Rhode Island
$934K +$453K +7,539 +87%
KAS
24
Kestra Advisory Services
Texas
$720K -$13.2K -219 -2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$688K -$1.5M -24,893 -68%

TIPZ Hedge Fund Activity: Q2 2022 in Review

51 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q2 2022, worth a combined $92.9M — down 22% from $119M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TIPZ and 6 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 19 added.

The largest buyer was LPL Financial, adding an estimated $3.58M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $2.77M sold.

  • 51 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q2 2022, down from 56 in Q1 2022.
  • Funds reported $92.9M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q2 2022, down 22% quarter-over-quarter.
  • 6 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q2 2022 and 10 closed out, a net change of -4 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q2 2022 was LPL Financial, an estimated $3.58M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q2 2022 was Cetera Advisor Networks, an estimated $2.77M sold.

Based on aggregated 13F filings for Q2 2022.