PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
74 hedge funds and large institutions have $181M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 15 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
0.04% more ownership
Funds ownership: 26.97% → 27.01% (+0.04%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4% less capital invested
Capital invested by funds: $188M → $181M (-$6.94M)
9% less funds holding
Funds holding: 81 → 74 (-7)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
44% less call options, than puts
Call options by funds: $4.35M | Put options by funds: $7.77M
Top Buyers
| 1 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$12.7M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$7.07M |
| 3 |
Jane Street
New York
|
+$4.47M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.78M |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
+$3.49M |
Top Sellers
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$16.3M |
| 2 |
Betterment LLC
New York
|
-$5.98M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$2.75M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$2.49M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.11M |
LTPZ Hedge Fund Activity: Q2 2023 in Review
74 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q2 2023, worth a combined $181M — down 3.7% from $188M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of LTPZ and 9 opened new positions — a net loss of 6 holders — while 25 trimmed existing stakes and 27 added.
The largest buyer was Central Trust Company, adding an estimated $12.7M. The largest seller was Empowered Funds, exiting entirely with an estimated $16.3M sold.
- 74 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q2 2023, down from 81 in Q1 2023.
- Funds reported $181M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q2 2023, down 3.7% quarter-over-quarter.
- 9 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q2 2023 and 15 closed out, a net change of -6 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q2 2023 was Central Trust Company, an estimated $12.7M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q2 2023 was Empowered Funds, an estimated $16.3M sold.
Based on aggregated 13F filings for Q2 2023.