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PIMCO Broad US TIPS Index Exchange-Traded Fund

39 hedge funds and large institutions have $41M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.56% more ownership

Funds ownership: 42.39%43.95% (+1.6%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

9% less capital invested

Capital invested by funds: $45.1M → $41M (-$4.09M)

11% less funds holding

Funds holding: 4439 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.18M +$4.44M +82,977 +153%
Raymond James Financial
2
Raymond James Financial
Florida
$3.7M +$3.16K +59 +0.1%
Bank of America
3
Bank of America
North Carolina
$3.62M -$6.91M -129,137 -65%
WIP
4
WealthCare Investment Partners
Rhode Island
$2.78M +$294K +5,495 +12%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.54M +$347K +6,483 +15%
Citadel Advisors
6
Citadel Advisors
Florida
$2.27M -$55.1K -1,029 -2%
GS
7
GTS Securities
New York
$2.13M +$2.18M +40,675 New
Wells Fargo
8
Wells Fargo
California
$2.11M +$154K +2,887 +8%
OCM
9
One Capital Management
California
$2.08M -$2.04M -38,071 -49%
Morgan Stanley
10
Morgan Stanley
New York
$1.83M +$37.2K +696 +2%
HC
11
Hara Capital
Washington
$1.3M -$241K -4,500 -15%
Goldman Sachs
12
Goldman Sachs
New York
$963K -$54 -1 -0%
SPIA
13
Steward Partners Investment Advisory
New York
$962K -$85.7K -1,602 -8%
Jane Street
14
Jane Street
New York
$948K +$685K +12,808 +242%
CW
15
CreativeOne Wealth
Kansas
$782K +$43.2K +807 +6%
WI
16
WBI Investments
New Jersey
$776K +$134K +2,506 +20%
FT
17
Fiduciary Trust
Massachusetts
$733K +$749K +14,000 New
WS
18
Wedbush Securities
California
$508K -$87.1K -1,628 -14%
Osaic Holdings
19
Osaic Holdings
Arizona
$466K -$1.02K -19 -0.2%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$450K -$469K -8,774 -51%
FW
21
Fairway Wealth
Ohio
$358K +$28.9K +540 +9%
JP Morgan Chase
22
JP Morgan Chase
New York
$347K +$59.8K +1,118 +20%
SCA
23
Snowden Capital Advisors
New York
$342K +$21.1K +395 +6%
Mariner
24
Mariner
Kansas
$314K
NA
25
NewEdge Advisors
Louisiana
$280K -$48.7K -911 -15%

TIPZ Hedge Fund Activity: Q4 2025 in Review

39 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q4 2025, worth a combined $41M — down 9.1% from $45.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TIPZ and 5 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 15 added.

The largest buyer was LPL Financial, adding an estimated $4.44M. The largest seller was Bank of America, cutting an estimated $6.91M.

  • 39 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q4 2025, down from 44 in Q3 2025.
  • Funds reported $41M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q4 2025, down 9.1% quarter-over-quarter.
  • 5 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q4 2025 and 10 closed out, a net change of -5 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q4 2025 was LPL Financial, an estimated $4.44M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q4 2025 was Bank of America, an estimated $6.91M sold.

Based on aggregated 13F filings for Q4 2025.