PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
30 hedge funds and large institutions have $29.5M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
33% more capital invested
Capital invested by funds: $22.2M → $29.5M (+$7.29M)
6.94% more ownership
Funds ownership: 21.97% → 28.91% (+6.9%)
3% more funds holding
Funds holding: 29 → 30 (+1)
Top Buyers
| 1 |
Jane Street
New York
|
+$2.39M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$2.19M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$436K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
+$269K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$220K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $18K | +$18.8K | +279 | New |
|
27
Creative Planning
Overland Park,
Kansas
| $3K | – | – | – |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $2K | – | – | – |
|
29
BlackRock
New York
| $2K | +$1.41K | +21 | +263% |
|
|
WI
30
WBI Investments
Red Bank,
New Jersey
| – | -$777K | -10,900 | Closed |
|
31
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$278K | -3,894 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$29K | -400 | Closed |
|
|
WEC
33
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$22.8K | -320 | Closed |
|
|
NC
34
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$10K | -140 | Closed |
|
LTPZ Hedge Fund Activity: Q4 2016 in Review
30 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q4 2016, worth a combined $29.5M — up 33% from $22.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LTPZ positions and 5 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, adding an estimated $2.39M. The largest seller was Royal Bank of Canada, cutting an estimated $3.21M.
- 30 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q4 2016, up from 29 in Q3 2016.
- Funds reported $29.5M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q4 2016, up 33% quarter-over-quarter.
- 8 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q4 2016 and 5 closed out, a net change of +3 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q4 2016 was Jane Street, an estimated $2.39M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q4 2016 was Royal Bank of Canada, an estimated $3.21M sold.
Based on aggregated 13F filings for Q4 2016.