PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
69 hedge funds and large institutions have $270M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 10 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 12
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
57% more call options, than puts
Call options by funds: $948K | Put options by funds: $603K
34% more capital invested
Capital invested by funds: $202M → $270M (+$68.5M)
19% more funds holding
Funds holding: 58 → 69 (+11)
0.56% more ownership
Funds ownership: 34.84% → 35.4% (+0.56%)
Top Buyers
| 1 |
AssetMark Inc
Concord,
California
|
+$58.2M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$15.8M |
| 3 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
|
+$8.12M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.71M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.27M |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$29.2M |
| 2 |
Jane Street
New York
|
-$15.8M |
| 3 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
-$10.6M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$1.34M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$941K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWA
76
Lenox Wealth Advisors
New York
| – | -$1K | -7 | Closed |
|
77
William Blair & Company
Chicago,
Illinois
| – | -$1K | -7 | Closed |
|
|
FFA
78
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$1K | -6 | Closed |
|
|
PA
79
Parallel Advisors
San Francisco,
California
| – | +$87 | +1 | New |
|
LTPZ Hedge Fund Activity: Q4 2020 in Review
69 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q4 2020, worth a combined $270M — up 34% from $202M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LTPZ positions and 10 closed out — a net gain of 12 holders — while 30 added to existing stakes and 12 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $58.2M. The largest seller was UBS Group, cutting an estimated $29.2M.
- 69 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q4 2020, up from 58 in Q3 2020.
- Funds reported $270M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q4 2020, up 34% quarter-over-quarter.
- 22 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q4 2020 and 10 closed out, a net change of +12 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q4 2020 was AssetMark Inc, an estimated $58.2M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q4 2020 was UBS Group, an estimated $29.2M sold.
Based on aggregated 13F filings for Q4 2020.