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PIMCO Broad US TIPS Index Exchange-Traded Fund

53 hedge funds and large institutions have $65.7M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 15

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2.8% more ownership

Funds ownership: 59.63%62.44% (+2.8%)

2% less capital invested

Capital invested by funds: $66.9M → $65.7M (-$1.24M)

2% less funds holding

Funds holding: 5453 (-1)

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
15
Closed
8
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
$11.9M -$1.67M -31,672 -12%
OIA
2
OneDigital Investment Advisors
Kansas
$8M +$1.05M +19,844 +15%
Raymond James Financial
3
Raymond James Financial
Florida
$3.81M +$3.88M +73,507 New
Jane Street
4
Jane Street
New York
$3.59M +$3.67M +69,374 New
CW
5
CreativeOne Wealth
Kansas
$3.11M +$357K +6,762 +13%
Goldman Sachs
6
Goldman Sachs
New York
$2.73M +$1.09M +20,671 +65%
Allianz Asset Management
7
Allianz Asset Management
Germany
$2.64M -$2.94M -55,666 -52%
Citadel Advisors
8
Citadel Advisors
Florida
$2.46M +$693K +13,115 +38%
FHA
9
Flagship Harbor Advisors
Massachusetts
$2.29M +$416K +7,876 +22%
HC
10
Hara Capital
Washington
$2.17M +$1.96M +37,159 +794%
Wells Fargo
11
Wells Fargo
California
$2.11M +$61.5K +1,164 +3%
LPL Financial
12
LPL Financial
California
$1.98M +$87.4K +1,654 +5%
WIP
13
WealthCare Investment Partners
Rhode Island
$1.78M +$44.9K +849 +3%
WI
14
WBI Investments
New Jersey
$1.74M +$58.2K +1,102 +3%
FTUS
15
Flow Traders U.S.
New York
$1.35M -$3.08M -58,270 -69%
Morgan Stanley
16
Morgan Stanley
New York
$1.28M -$154K -2,917 -11%
PFG
17
PAX Financial Group
Texas
$1.21M +$26.6K +504 +2%
SPIA
18
Steward Partners Investment Advisory
New York
$1.19M -$256K -4,842 -17%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.08M +$389K +7,360 +55%
GM
20
GeoWealth Management
Illinois
$1.05M -$77.3K -1,463 -7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$743K +$21.9K +415 +3%
NA
22
NewEdge Advisors
Louisiana
$730K +$195K +3,687 +35%
WS
23
Wedbush Securities
California
$613K -$62.1K -1,176 -9%
AG
24
AmeriFlex Group
Nevada
$602K +$605K +11,457 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$562K +$175K +3,320 +44%

TIPZ Hedge Fund Activity: Q4 2024 in Review

53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2024, worth a combined $65.7M — down 1.8% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TIPZ positions and 8 closed out — a net gain of 1 holder — while 21 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.67M. The largest seller was Flow Traders U.S., cutting an estimated $3.08M.

  • 53 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2024, down from 54 in Q3 2024.
  • Funds reported $65.7M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2024, down 1.8% quarter-over-quarter.
  • 9 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2024 and 8 closed out, a net change of +1 holder.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2024 was Jane Street, an estimated $3.67M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2024 was Flow Traders U.S., an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2024.