We are live on ! Find out more
TIPZ icon

PIMCO Broad US TIPS Index Exchange-Traded Fund

44 hedge funds and large institutions have $45.1M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 4544 (-1)

9% less capital invested

Capital invested by funds: $49.7M → $45.1M (-$4.59M)

10.03% less ownership

Funds ownership: 52.43%42.39% (-10%)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
18
Closed
7
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
$10.7M -$2.29M -42,807 -18%
OCM
2
One Capital Management
California
$4.18M +$4.15M +77,739 New
Raymond James Financial
3
Raymond James Financial
Florida
$3.8M -$178K -3,326 -4%
LPL Financial
4
LPL Financial
California
$2.91M +$795K +14,886 +38%
WIP
5
WealthCare Investment Partners
Rhode Island
$2.53M +$206K +3,852 +9%
Citadel Advisors
6
Citadel Advisors
Florida
$2.38M +$1.9M +35,680 +413%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.25M -$245K -4,581 -10%
Wells Fargo
8
Wells Fargo
California
$2.01M -$13.2K -247 -0.7%
Morgan Stanley
9
Morgan Stanley
New York
$1.84M +$549K +10,274 +43%
HC
10
Hara Capital
Washington
$1.57M -$498K -9,322 -24%
FTUS
11
Flow Traders U.S.
New York
$1.41M +$1.4M +26,241 New
SPIA
12
Steward Partners Investment Advisory
New York
$1.07M -$117K -2,190 -10%
Goldman Sachs
13
Goldman Sachs
New York
$988K +$53 +1 +0%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$933K -$406K -7,604 -30%
CW
15
CreativeOne Wealth
Kansas
$759K +$16.4K +307 +2%
WI
16
WBI Investments
New Jersey
$662K -$130K -2,444 -17%
WS
17
Wedbush Securities
California
$609K +$61.2K +1,147 +11%
Osaic Holdings
18
Osaic Holdings
Arizona
$479K +$1.55K +29 +0.3%
FW
19
Fairway Wealth
Ohio
$338K -$62.7K -1,174 -16%
NA
20
NewEdge Advisors
Louisiana
$337K -$15.2K -285 -4%
SCA
21
Snowden Capital Advisors
New York
$328K +$37.2K +697 +13%
Mariner
22
Mariner
Kansas
$322K
JP Morgan Chase
23
JP Morgan Chase
New York
$296K -$5.39K -101 -2%
PMWMG
24
Parr McKnight Wealth Management Group
Minnesota
$296K -$696K -13,045 -70%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$293K -$122K -2,279 -30%

TIPZ Hedge Fund Activity: Q3 2025 in Review

44 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q3 2025, worth a combined $45.1M — down 9.2% from $49.7M a quarter earlier.

Fund positioning in TIPZ was balanced in Q3 2025: 7 funds opened new positions, 7 closed out, 13 added to existing stakes and 18 trimmed.

The largest buyer was One Capital Management, opening a new position worth an estimated $4.15M. The largest seller was Great Valley Advisor Group, exiting entirely with an estimated $5.22M sold.

  • 44 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q3 2025, down from 45 in Q2 2025.
  • Funds reported $45.1M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q3 2025, down 9.2% quarter-over-quarter.
  • 7 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q3 2025 and 7 closed out, a net change of 0 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q3 2025 was One Capital Management, an estimated $4.15M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q3 2025 was Great Valley Advisor Group, an estimated $5.22M sold.

Based on aggregated 13F filings for Q3 2025.