PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
21 hedge funds and large institutions have $9.7M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 21 → 21 (0)
32% less capital inflows, than outflows
Capital inflows: $4.98M | Capital outflows: $7.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.74M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.37M |
| 3 |
LPL Financial
San Diego,
California
|
+$178K |
| 4 |
Advisory Services Network
Atlanta,
Georgia
|
+$161K |
| 5 |
Next Financial Group
Houston,
Texas
|
+$20.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.88M |
| 2 |
Virtu KCG Holdings
New York
|
-$1.44M |
| 3 |
Jane Street
New York
|
-$1.27M |
| 4 |
Morgan Stanley
New York
|
-$1.24M |
| 5 |
MSI Financial Services
Springfield,
Massachusetts
|
-$388K |
LTPZ Hedge Fund Activity: Q4 2014 in Review
21 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q4 2014, worth a combined $9.7M — down 23% from $12.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LTPZ positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.74M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.88M sold.
- 21 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $9.7M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q4 2014, down 23% quarter-over-quarter.
- 5 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q4 2014 and 4 closed out, a net change of +1 holder.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q4 2014 was Wells Fargo, an estimated $2.74M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q4 2014 was Susquehanna International Group, an estimated $2.88M sold.
Based on aggregated 13F filings for Q4 2014.