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
↓ -1
Streak
2Q ▼
Buyers last Q
50%

Smart Money Signals — TIPZ

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
🔻

Below peak — only 69% of 3.0Y high

69% of all-time peak
Only 36 funds hold TIPZ today versus a peak of 52 funds at 2024 Q4 — just 69% 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 — 25% fewer funds vs a year ago

fund count last 6Q
12 fewer hedge funds hold TIPZ compared to a year ago (-25% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

19 buying19 selling
Last quarter: 19 funds bought or added vs 19 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 — ~6 new funds per quarter

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

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 28% medium ■ 17% new
20 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.
📊

Peak discovery — momentum slowing

5 → 6 → 7 → 3 → 6 new funds/Q
New funds entering each quarter: 6 → 7 → 3 → 6. TIPZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 25% 1-2yr ■ 17% new
Of 36 current holders: 21 (58%) 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 — 53% AUM from top-100 funds

53% from top-100 AUM funds
11 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.
1.9
out of 10
Low Exit Risk
Exit risk score 1.9/10 — 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 Q1, 19 hedge funds were net buyers of TIPZ (6 opened a new position, 13 added to an existing one), while 19 reduced or exited (12 trimmed, 7 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 53% of total institutional value in TIPZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). 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

-- --

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

Is It Too Late to Buy PIMCO ETF TR (TIPZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TIPZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 57d ago
TIPZ
+1.4%
SPY
+15.4%

TIPZ outperformed SPY by -14.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
TIPZ
+0.4%
SPY
+1.5%

Since the filing became public, TIPZ outperformed SPY by -1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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 Q1) Prior (2025 Q4) Change
Funds Holding 36 37 -2.7%
13F Shares 725K 781K -7.19%
Total Value $38M $41M -7.41%
New Positions 6 3 +3
Increased Positions 13 15 -2
Closed Positions 7 10 -3
Reduced Positions 12 14 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TIPZ

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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)

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 institutional holders of TIPZ — 2026 Q1 · 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 Hara Capital LLC 0.62% 23,341 $1.2M
4 Fairway Wealth LLC 0.10% 7,237 $385K
5 One Capital Management, LLC 0.06% 44,568 $2.4M
6 Tower Research Capital LLC (TRC) 0.02% 17,434 $926K
7 WEDBUSH SECURITIES INC 0.02% 11,420 —
8 FIDUCIARY TRUST CO 0.01% 20,000 $1.1M
9 StoneX Group Inc. 0.01% 4,070 $216K
10 Snowden Capital Advisors LLC 0.01% 7,012 $373K
11 Steward Partners Investment Advisory, LLC 0.00% 17,639 $937K
12 IFP Advisors, Inc 0.00% 3,165 $168K
13 Main Street Group, LTD 0.00% 193 $10K
14 Farther Finance Advisors, LLC 0.00% 4,393 $233K
15 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 662 $35K
16 Ascentis Independent Advisors 0.00% 528 $28K
17 LPL Financial LLC 0.00% 145,267 $7.7M
18 Founders Financial Alliance, LLC 0.00% 213 $11K
19 RAYMOND JAMES FINANCIAL INC 0.00% 70,060 $3.7M
20 McIlrath & Eck, LLC 0.00% 229 $12K
21 Arax Advisory Partners 0.00% 430 $23K
22 MML INVESTORS SERVICES, LLC 0.00% 3,943 $210K
23 ROYAL BANK OF CANADA 0.00% 44,930 $2.4M
24 WELLS FARGO & COMPANY/MN 0.00% 38,624 $2.1M
25 Mariner, LLC 0.00% 6,000 $319K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 50% buying: Last quarter: 19 funds bought or added vs 19 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: 11 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?

56% of holders stayed for 2+ years: 20 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.

Is it too late to buy PIMCO ETF TR (TIPZ) following the 2026 Q1 hedge fund 13F filings?

As of today, TIPZ has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), TIPZ has gained +1.4% vs +15.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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