PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
49 hedge funds and large institutions have $58.4M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
12% more capital invested
Capital invested by funds: $52.3M → $58.4M (+$6.02M)
3.83% more ownership
Funds ownership: 46.38% → 50.21% (+3.8%)
2% more funds holding
Funds holding: 48 → 49 (+1)
58% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$9.68M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$2.61M |
| 3 |
Goldman Sachs
New York
|
+$1.84M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$842K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$407K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWP
LMG Wealth Partners
Shreveport,
Louisiana
|
-$4.85M |
| 2 |
Jane Street
New York
|
-$1.08M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.05M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$892K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$820K |
TIPZ Hedge Fund Activity: Q4 2023 in Review
49 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2023, worth a combined $58.4M — up 12% from $52.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TIPZ positions and 7 closed out — a net gain of 1 holder — while 10 added to existing stakes and 24 trimmed.
The largest buyer was Bank of America, adding an estimated $9.68M. The largest seller was LMG Wealth Partners, cutting an estimated $4.85M.
- 49 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2023, up from 48 in Q3 2023.
- Funds reported $58.4M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2023, up 12% quarter-over-quarter.
- 8 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2023 and 7 closed out, a net change of +1 holder.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2023 was Bank of America, an estimated $9.68M added.
- The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2023 was LMG Wealth Partners, an estimated $4.85M sold.
Based on aggregated 13F filings for Q4 2023.