PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
86 hedge funds and large institutions have $297M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 20 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
60% more call options, than puts
Call options by funds: $8.27M | Put options by funds: $5.17M
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
12% more capital invested
Capital invested by funds: $265M → $297M (+$32M)
8% more funds holding
Funds holding: 80 → 86 (+6)
3.55% more ownership
Funds ownership: 39.35% → 42.9% (+3.6%)
21% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 29
Top Buyers
| 1 |
G
GenTrust
Miami,
Florida
|
+$33.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$23.9M |
| 3 |
Goldman Sachs
New York
|
+$7.96M |
| 4 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$3.05M |
| 5 |
MPW
MGO Private Wealth
Irvine,
California
|
+$2.46M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$27.4K | -475 | Closed |
|
|
RWM
102
Reston Wealth Management
Reston,
Virginia
| – | -$11.6K | -200 | Closed |
|
103
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9.24K | -160 | Closed |
|
|
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$578 | -10 | Closed |
|
|
CPA
105
Capital Performance Advisors
Walnut Creek,
California
| – | -$345 | -6 | Closed |
|
106
Fidelity Investments
Boston,
Massachusetts
| – | -$58 | -1 | Closed |
|
LTPZ Hedge Fund Activity: Q4 2024 in Review
86 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q4 2024, worth a combined $297M — up 12% from $265M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new LTPZ positions and 20 closed out — a net gain of 7 holders — while 23 added to existing stakes and 29 trimmed.
The largest buyer was GenTrust, opening a new position worth an estimated $33.7M. The largest seller was International Assets Investment Management, cutting an estimated $30.8M.
- 86 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q4 2024, up from 80 in Q3 2024.
- Funds reported $297M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q4 2024, up 12% quarter-over-quarter.
- 27 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q4 2024 and 20 closed out, a net change of +7 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q4 2024 was GenTrust, an estimated $33.7M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q4 2024 was International Assets Investment Management, an estimated $30.8M sold.
Based on aggregated 13F filings for Q4 2024.