Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (TIPZ)

36 + 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
→ 0
Streak
1Q —
Buyers last Q
59%

Smart Money Signals — TIPZ

Based on 36 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🔻

Below peak — only 68% of 3.0Y high

68% of all-time peak
Only 36 funds hold TIPZ today versus a peak of 53 funds at 2024 Q4 — just 68% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 20% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold TIPZ compared to a year ago (-20% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 59% buying

23 buying16 selling
Last quarter: 23 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 3 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 22% new
22 out of 36 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 — ~8 new funds/quarter

7 → 7 → 3 → 6 → 8 new funds/Q
New funds entering each quarter: 7 → 3 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 25% newcomers

■ 56% veterans ■ 19% 1-2yr ■ 25% new
Entry-cohort mix of 36 holders: 20 (56%) are 2+ year veterans, 7 entered 1–2 years ago, and 9 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
9 of 36 holders are among the 100 largest funds by AUM, controlling 53% 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.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — 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 2026 Q2, 23 hedge funds were net buyers of TIPZ (8 opened a new position, 15 added to an existing one), while 16 reduced or exited (8 trimmed, 8 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 53% of total institutional value in TIPZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 36.

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.

Loading signal freshness…
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
0.6
/ 10
conviction
Hedge Fund Positioning: TIPZ
36 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 36 36 -
13F Shares 729K 725K 0.51%
Total Value $38M $38M -0.67%
New Positions 8 6 +2
Increased Positions 15 13 +2
Closed Positions 8 8 -
Reduced Positions 8 12 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TIPZ

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Institutional Holders (2026 Q2)

36 + investors

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

QUARTER:
Top 25 TIPZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Apex Wealth Management, LLC 1.25% 39,158 $2.0M
2 WealthCare Investment Partners, LLC 0.77% 60,818 $3.2M
3 Hara Capital LLC 0.58% 21,174 $1.1M
4 Fairway Wealth LLC 0.09% 7,486 $392K
5 One Capital Management, LLC 0.07% 44,568 $2.4M
6 Fiduciary Trust Co 0.02% 30,000 $1.6M
7 Snowden Capital Advisors LLC 0.01% 7,180 $376K
8 Steward Partners Investment Advisory, LLC 0.00% 15,668 $820K
9 IFP Advisors, Inc 0.00% 3,165 $166K
10 Stratos Wealth Partners, LTD. 0.00% 5,322 $278K
11 Main Street Group, LTD 0.00% 193 $10K
12 LPL Financial LLC 0.00% 156,967 $8.2M
13 Farther Finance Advisors, LLC 0.00% 4,449 $233K
14 Creative Financial Designs Inc /Adv 0.00% 678 $35K
15 Founders Financial Alliance, LLC 0.00% 218 $11K
16 NewEdge Advisors, LLC 0.00% 5,280 $276K
17 Raymond James Financial Inc 0.00% 55,914 $2.9M
18 Hrt Financial LP 0.00% 6,909 $361K
19 Wells Fargo & Company/Mn 0.00% 68,353 $3.6M
20 Mml Investors Services, LLC 0.00% 5,021 $263K
21 Osaic Holdings, INC. 0.00% 8,109 $424K
22 Global Retirement Partners, LLC 0.00% 594 $31K
23 Royal Bank of Canada 0.00% 32,736 $1.7M
24 Bank of America Corp /de/ 0.00% 73,113 $3.8M
25 Cetera Investment Advisers 0.00% 4,179 $219K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for TIPZ?

Slight buying edge — 59% buying: Last quarter: 23 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TIPZ holders?

Elite ownership — 53% AUM from top-100 funds: 9 of 36 holders are among the 100 largest funds by AUM, controlling 53% 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?

61% of holders stayed for 2+ years: 22 out of 36 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.

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