PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
46 hedge funds and large institutions have $103M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
6% more capital invested
Capital invested by funds: $97.2M → $103M (+$5.48M)
5% more funds holding
Funds holding: 44 → 46 (+2)
0.76% more ownership
Funds ownership: 39.22% → 39.98% (+0.76%)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
Top Buyers
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.57M |
| 2 |
SG Americas Securities
New York
|
+$1.36M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$757K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$479K |
| 5 |
Morgan Stanley
New York
|
+$475K |
Top Sellers
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$2.52M |
| 2 |
Jane Street
New York
|
-$1.95M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.41M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$1.32M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$357K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCA
51
Rowland Carmichael Advisors
Scottsdale,
Arizona
| – | -$88K | -1,200 | Closed |
|
|
QCIG
52
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$54K | -734 | Closed |
|
53
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$2K | -25 | Closed |
|
LTPZ Hedge Fund Activity: Q4 2019 in Review
46 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q4 2019, worth a combined $103M — up 5.6% from $97.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LTPZ positions and 7 closed out — a net gain of 2 holders — while 13 added to existing stakes and 17 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $5.57M. The largest seller was Allianz Asset Management, cutting an estimated $2.52M.
- 46 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q4 2019, up from 44 in Q3 2019.
- Funds reported $103M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q4 2019, up 5.6% quarter-over-quarter.
- 9 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q4 2019 and 7 closed out, a net change of +2 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q4 2019 was Cambridge Investment Research Advisors, an estimated $5.57M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q4 2019 was Allianz Asset Management, an estimated $2.52M sold.
Based on aggregated 13F filings for Q4 2019.