PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
81 hedge funds and large institutions have $188M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 19 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more capital invested
Capital invested by funds: $155M → $188M (+$32.9M)
2.59% more ownership
Funds ownership: 24.38% → 26.97% (+2.6%)
5% less funds holding
Funds holding: 85 → 81 (-4)
14% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 29
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
71% less call options, than puts
Call options by funds: $1.14M | Put options by funds: $3.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$16.1M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$15.3M |
| 3 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$11.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.92M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$9.18M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
-$8.86M |
| 3 |
Goldman Sachs
New York
|
-$6.57M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$5.72M |
| 5 |
BOC
Bull Oak Capital
San Diego,
California
|
-$3.02M |
LTPZ Hedge Fund Activity: Q1 2023 in Review
81 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q1 2023, worth a combined $188M — up 21% from $155M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of LTPZ and 16 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 25 added.
The largest buyer was Empowered Funds, opening a new position worth an estimated $16.1M. The largest seller was Jane Street, cutting an estimated $9.18M.
- 81 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q1 2023, down from 85 in Q4 2022.
- Funds reported $188M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q1 2023, up 21% quarter-over-quarter.
- 16 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q1 2023 and 19 closed out, a net change of -3 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q1 2023 was Empowered Funds, an estimated $16.1M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q1 2023 was Jane Street, an estimated $9.18M sold.
Based on aggregated 13F filings for Q1 2023.