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PIMCO Broad US TIPS Index Exchange-Traded Fund

38 hedge funds and large institutions have $39.2M invested in PIMCO Broad US TIPS Index Exchange-Traded Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 43.95%45.22% (+1.3%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

5% less capital invested

Capital invested by funds: $41M → $39.2M (-$1.85M)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

3% less funds holding

Funds holding: 3938 (-1)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$7.72M +$438K +8,214 +6%
Bank of America
2
Bank of America
North Carolina
$3.8M +$127K +2,389 +3%
Raymond James Financial
3
Raymond James Financial
Florida
$3.72M -$34.4K -646 -0.9%
WIP
4
WealthCare Investment Partners
Rhode Island
$2.9M +$116K +2,180 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.39M -$186K -3,481 -7%
OCM
6
One Capital Management
California
$2.37M +$261K +4,900 +12%
AWM
7
Apex Wealth Management
New Hampshire
$2.05M +$2.06M +38,671 New
Wells Fargo
8
Wells Fargo
California
$2.05M -$91.8K -1,723 -4%
Morgan Stanley
9
Morgan Stanley
New York
$1.61M -$240K -4,498 -13%
HC
10
Hara Capital
Washington
$1.24M -$69.1K -1,296 -5%
FT
11
Fiduciary Trust
Massachusetts
$1.06M +$320K +6,000 +43%
Goldman Sachs
12
Goldman Sachs
New York
$977K
SPIA
13
Steward Partners Investment Advisory
New York
$937K -$39.2K -735 -4%
TRCT
14
Tower Research Capital (TRC)
New York
$926K +$929K +17,434 New
Citadel Advisors
15
Citadel Advisors
Florida
$718K -$1.59M -29,764 -69%
WS
16
Wedbush Securities
California
$607K +$91.4K +1,714 +18%
Jane Street
17
Jane Street
New York
$551K -$413K -7,744 -43%
FW
18
Fairway Wealth
Ohio
$385K +$21.4K +401 +6%
SCA
19
Snowden Capital Advisors
New York
$373K +$27.1K +509 +8%
JP Morgan Chase
20
JP Morgan Chase
New York
$351K -$1.71K -32 -0.5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$328K -$129K -2,415 -28%
Mariner
22
Mariner
Kansas
$319K
Jones Financial Companies
23
Jones Financial Companies
Missouri
$292K +$41.7K +782 +16%
NA
24
NewEdge Advisors
Louisiana
$281K -$4K -75 -1%
FFA
25
Farther Finance Advisors
California
$233K +$5.65K +106 +2%

TIPZ Hedge Fund Activity: Q1 2026 in Review

38 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) for Q1 2026, worth a combined $39.2M — down 4.5% from $41M a quarter earlier.

Fund positioning in TIPZ was balanced in Q1 2026: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 14 trimmed.

The largest buyer was Apex Wealth Management, opening a new position worth an estimated $2.06M. The largest seller was GTS Securities, exiting entirely with an estimated $2.13M sold.

  • 38 institutional investors held PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) as of Q1 2026, down from 39 in Q4 2025.
  • Funds reported $39.2M of PIMCO Broad US TIPS Index Exchange-Traded Fund stock for Q1 2026, down 4.5% quarter-over-quarter.
  • 6 funds opened new PIMCO Broad US TIPS Index Exchange-Traded Fund positions in Q1 2026 and 6 closed out, a net change of 0 holders.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund buyer in Q1 2026 was Apex Wealth Management, an estimated $2.06M added.
  • The largest PIMCO Broad US TIPS Index Exchange-Traded Fund seller in Q1 2026 was GTS Securities, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2026.