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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ

84 hedge funds and large institutions have $177M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

23% more call options, than puts

Call options by funds: $352K | Put options by funds: $287K

4% more funds holding

Funds holding: 81 → 84 (+3)

2.74% more ownership

Funds ownership: 26.1% → 28.84% (+2.7%)

8% less capital invested

Capital invested by funds: $192M → $177M (-$15.3M)

29% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 34

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
16
Increased
24
Reduced
34
Closed
13
Calls
$352K
Puts
$287K
Net Calls
+$65K
Net Calls Change
-$290K

Top Buyers

1
Barclays
Barclays
United Kingdom
+$15.7M
2
Jane Street
Jane Street
New York
+$13M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$12.8M
4
GAG
Goodman Advisory Group
Massachusetts
+$4.3M
5
FOA
Five Oceans Advisors
California
+$3.41M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$8.26M
2
LPL Financial
LPL Financial
California
-$4.18M
3
Stifel Financial
Stifel Financial
Missouri
-$3.82M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
-$3.42M
5
TCCM
Timber Creek Capital Management
Massachusetts
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$325K +$60.6K +835 +20%
GRP
52
Global Retirement Partners
California
$293K +$327K +4,500 New
AAS
53
Avantax Advisory Services
Texas
$253K -$288K -3,968 -51%
MBT
54
Montecito Bank & Trust
California
$249K -$3.85K -53 -1%
CTC
55
Central Trust Company
Missouri
$233K -$82.8K -1,140 -24%
AFP
56
Ausdal Financial Partners
Iowa
$232K -$22.7K -312 -8%
VVP
57
Venture Visionary Partners
Ohio
$208K +$218 +3 +0.1%
WIP
58
WealthCare Investment Partners
Rhode Island
$202K -$17.9K -246 -7%
C
59
Covestor
United Kingdom
$201K – – –
VCWA
60
Vanguard Capital Wealth Advisors
Colorado
$200K -$4.87K -67 -2%
HI
61
Hudock Inc
Pennsylvania
$182K -$110K -1,516 -35%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$167K +$102K +1,407 +122%
Bessemer Group
63
Bessemer Group
New Jersey
$135K – – –
Citigroup
64
Citigroup
New York
$128K -$21.1K -290 -13%
CIAS
65
Capital Investment Advisory Services
North Carolina
$29K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$28K +$218 +3 +0.7%
SC
67
SouthState Corp
Florida
$26K +$29.1K +400 New
IA
68
IFP Advisors
Florida
$12K – – –
FGAM
69
Financial Gravity Asset Management
Texas
$11.7K -$6.54K -90 -22%
HWMA
70
Heritage Wealth Management (Arizona)
Arizona
$11.5K – – –
WWM
71
Wolff Wiese Magana
California
$11K – – –
CFGS
72
Concourse Financial Group Securities
Alabama
$7K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7.26K +100 New
AssetMark Inc
74
AssetMark Inc
California
$6K -$4.94K -68 -42%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.68K +92 New
1 2
3
4

LTPZ Hedge Fund Activity: Q2 2022 in Review

84 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q2 2022, worth a combined $177M — down 8% from $192M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LTPZ positions and 13 closed out — a net gain of 3 holders — while 24 added to existing stakes and 34 trimmed.

The largest buyer was Barclays, opening a new position worth an estimated $15.7M. The largest seller was Credit Suisse, exiting entirely with an estimated $8.26M sold.

  • 84 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q2 2022, up from 81 in Q1 2022.
  • Funds reported $177M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q2 2022, down 8% quarter-over-quarter.
  • 16 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q2 2022 and 13 closed out, a net change of +3 holders.
  • The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q2 2022 was Barclays, an estimated $15.7M added.
  • The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q2 2022 was Credit Suisse, an estimated $8.26M sold.

Based on aggregated 13F filings for Q2 2022.