Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO ETF TR (TIPZ)

37 + Investors. Track Smart Money conviction in TIPZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — TIPZ

Based on 37 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TIPZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 71% of 3.0Y peak

71% of all-time peak
37 funds currently hold this stock — 71% of the 3.0-year high of 52 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 29% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold TIPZ compared to a year ago (-29% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

18 buying24 selling
Last quarter: 24 funds reduced or exited vs 18 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 6 → 7 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 32% medium ■ 8% new
22 out of 37 hedge funds have held TIPZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~3 new funds/quarter

10 → 5 → 6 → 7 → 3 new funds/Q
New funds entering each quarter: 5 → 6 → 7 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 22% 1-2yr ■ 16% new
Of 37 current holders: 23 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
11 of 37 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in TIPZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TIPZ

In 2025 Q4, 18 hedge funds were net buyers of TIPZ (3 opened a new position, 15 added to an existing one), while 24 reduced or exited (14 trimmed, 10 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 46% of total institutional value in TIPZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 37.

Hedge Fund Ownership: TIPZ

How many hedge funds hold TIPZ — quarterly history vs. share price
Quarterly hedge fund ownership of TIPZ vs. share price

Market Analysis: TIPZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TIPZ

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: TIPZ
2026 Q1 Stats Unlock in 6 days 37 + Investors

Track Smart Money conviction in TIPZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 37 44 -15.91%
13F Shares 781K 864K -9.57%
Total Value $41M $46M -11.72%
New Positions 3 7 -4
Increased Positions 15 12 +3
Closed Positions 10 7 +3
Reduced Positions 14 19 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TIPZ

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

37 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TIPZ. Verified SEC 13F-HR filings.

Top 21 institutional holders of TIPZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Apex Wealth Management, LLC 1.41% 38,671 $2.1M
2 WealthCare Investment Partners, LLC 0.81% 54,762 $2.9M
3 Fairway Wealth LLC 0.10% 7,237 $385K
4 One Capital Management, LLC 0.06% 44,568 $2.4M
5 WEDBUSH SECURITIES INC 0.02% 11,420 —
6 Steward Partners Investment Advisory, LLC 0.00% 17,639 $937K
7 IFP Advisors, Inc 0.00% 3,165 $168K
8 Main Street Group, LTD 0.00% 193 $10K
9 Farther Finance Advisors, LLC 0.00% 4,393 $233K
10 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 662 $35K
11 Ascentis Independent Advisors 0.00% 528 $28K
12 LPL Financial LLC 0.00% 145,267 $7.7M
13 Founders Financial Alliance, LLC 0.00% 213 $11K
14 Arax Advisory Partners 0.00% 430 $23K
15 MML INVESTORS SERVICES, LLC 0.00% 3,943 $210K
16 WELLS FARGO & COMPANY/MN 0.00% 38,624 $2.1M
17 Mariner, LLC 0.00% 6,000 $319K
18 Cetera Investment Advisers 0.00% 6,178 $328K
19 JANE STREET GROUP, LLC 0.00% 10,361 $551K
20 AE Wealth Management LLC 0.00% 22 $1K
21 FRANKLIN RESOURCES INC 0.00% 126 $7K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PIMCO ETF TR (TIPZ)

What does the Smart Money Trend signal show for TIPZ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TIPZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TIPZ?

More sellers than buyers — 43% buying: Last quarter: 24 funds reduced or exited vs 18 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for TIPZ holders?

Elite ownership — 46% AUM from top-100 funds: 11 of 37 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in TIPZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TIPZ?

59% of holders stayed for 2+ years: 22 out of 37 hedge funds have held TIPZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.