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PIMCO Broad US TIPS Index Exchange-Traded Fund

45 hedge funds and large institutions have $49.7M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 4945 (-4)

11.91% less ownership

Funds ownership: 64.33%52.43% (-12%)

29% less capital invested

Capital invested by funds: $70.3M → $49.7M (-$20.7M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

Holders
45
Holders Change
-4
Holders Change %
-8.16%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
20
Closed
10
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
$12.8M +$52.6K +997 +0.4%
GVAG
2
Great Valley Advisor Group
Delaware
$5.22M +$5.17M +98,001 New
Raymond James Financial
3
Raymond James Financial
Florida
$3.94M +$24.6K +466 +0.6%
FHA
4
Flagship Harbor Advisors
Massachusetts
$2.74M +$182K +3,455 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.48M +$284K +5,387 +13%
WIP
6
WealthCare Investment Partners
Rhode Island
$2.29M +$141K +2,676 +7%
LPL Financial
7
LPL Financial
California
$2.09M -$2.18M -41,335 -51%
HC
8
Hara Capital
Washington
$2.05M
Wells Fargo
9
Wells Fargo
California
$2.01M -$247K -4,669 -11%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.33M +$1.32M +24,971 New
Morgan Stanley
11
Morgan Stanley
New York
$1.27M -$9.4K -178 -0.7%
SPIA
12
Steward Partners Investment Advisory
New York
$1.18M -$20K -379 -2%
Jane Street
13
Jane Street
New York
$1.11M -$3.79M -71,870 -77%
PMWMG
14
Parr McKnight Wealth Management Group
Minnesota
$988K +$145K +2,743 +17%
Goldman Sachs
15
Goldman Sachs
New York
$979K -$1.75M -33,085 -64%
WI
16
WBI Investments
New Jersey
$786K -$193K -3,658 -20%
CW
17
CreativeOne Wealth
Kansas
$736K +$120K +2,277 +20%
WS
18
Wedbush Securities
California
$543K -$154K -2,922 -22%
Osaic Holdings
19
Osaic Holdings
Arizona
$473K -$1.25M -23,652 -73%
Citadel Advisors
20
Citadel Advisors
Florida
$460K -$3.53M -66,862 -89%
MML Investors Services
21
MML Investors Services
Massachusetts
$420K +$4.33K +82 +1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$411K +$408K +7,725 New
FW
23
Fairway Wealth
Ohio
$398K -$7.5K -142 -2%
DC
24
Davenport & Co
Virginia
$385K +$50.1K +948 +15%
NA
25
NewEdge Advisors
Louisiana
$349K -$1.52M -28,796 -81%

TIPZ Hedge Fund Activity: Q2 2025 in Review

45 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q2 2025, worth a combined $49.7M — down 29% from $70.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TIPZ and 6 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 12 added.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $5.17M. The largest seller was OneDigital Investment Advisors, exiting entirely with an estimated $9.44M sold.

  • 45 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q2 2025, down from 49 in Q1 2025.
  • Funds reported $49.7M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q2 2025, down 29% quarter-over-quarter.
  • 6 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q2 2025 and 10 closed out, a net change of -4 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q2 2025 was Great Valley Advisor Group, an estimated $5.17M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q2 2025 was OneDigital Investment Advisors, an estimated $9.44M sold.

Based on aggregated 13F filings for Q2 2025.