PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
18 hedge funds and large institutions have $6.66M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2014 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
5.3% less ownership
Funds ownership: 14.88% → 9.57% (-5.3%)
10% less funds holding
Funds holding: 20 → 18 (-2)
34% less capital invested
Capital invested by funds: $10.1M → $6.66M (-$3.45M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $650K
Top Buyers
| 1 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$382K |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$32.6K |
| 3 |
Morgan Stanley
New York
|
+$32.2K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.25K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.35K |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$808K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$525K |
| 4 |
Jane Street
New York
|
-$417K |
| 5 |
LPL Financial
San Diego,
California
|
-$273K |
LTPZ Hedge Fund Activity: Q2 2014 in Review
18 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q2 2014, worth a combined $6.66M — down 34% from $10.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of LTPZ and 0 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 7 added.
The largest buyer was MSI Financial Services, adding an estimated $382K. The largest seller was Royal Bank of Canada, cutting an estimated $2.37M.
- 18 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q2 2014, down from 20 in Q1 2014.
- Funds reported $6.66M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q2 2014, down 34% quarter-over-quarter.
- 0 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q2 2014 and 2 closed out, a net change of -2 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q2 2014 was MSI Financial Services, an estimated $382K added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q2 2014 was Royal Bank of Canada, an estimated $2.37M sold.
Based on aggregated 13F filings for Q2 2014.