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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ

51 hedge funds and large institutions have $119M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $103M → $119M (+$15.6M)

13% more funds holding

Funds holding: 45 → 51 (+6)

1.74% more ownership

Funds ownership: 47.67% → 49.41% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
23
Reduced
8
Closed
6
Calls
$374K
Puts
–
Net Calls
+$374K
Net Calls Change
-$1.05M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.44M
2
AIP
Almanack Investment Partners
Pennsylvania
+$1.94M
3
BFA
Beaumont Financial Advisors
Massachusetts
+$1.59M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.18M
5
HighTower Advisors
HighTower Advisors
Illinois
+$902K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.28M
2
Wolverine Trading
Wolverine Trading
Illinois
-$2.04M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$557K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$298K
5
PAG
Private Advisor Group
New Jersey
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
RiverFront Investment Group
Virginia
$44.2M +$188K +2,795 +0.4%
AIP
2
Almanack Investment Partners
Pennsylvania
$19.9M +$1.94M +28,767 +11%
RJA
3
Raymond James & Associates
Florida
$9.28M +$489K +7,250 +6%
Wells Fargo
4
Wells Fargo
California
$8.15M -$73.4K -1,089 -0.9%
FA
5
Forefront Analytics
Pennsylvania
$4.31M +$4.2M +62,270 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.17M +$237K +3,517 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.39M +$2.44M +36,239 +283%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.17M +$39.4K +584 +1%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$2.75M -$42K -623 -2%
BTS
10
BB&T Securities
Virginia
$2.73M -$178K -2,647 -6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$2.58M – – –
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$2.2M +$1.18M +17,448 +122%
BFA
13
Beaumont Financial Advisors
Massachusetts
$1.64M +$1.59M +23,615 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.09M -$557K -8,259 -34%
HighTower Advisors
15
HighTower Advisors
Illinois
$923K +$902K +13,381 New
Morgan Stanley
16
Morgan Stanley
New York
$886K +$76.9K +1,141 +10%
FIM
17
Freedom Investment Management
Connecticut
$862K +$839K +12,450 New
HI
18
Hudock Inc
Pennsylvania
$784K +$657K +9,739 +614%
MML Investors Services
19
MML Investors Services
Massachusetts
$738K -$8.63K -128 -1%
SPIA
20
Steward Partners Investment Advisory
New York
$599K +$353K +5,231 +153%
TFA
21
Transamerica Financial Advisors
Florida
$557K -$24.6K -365 -4%
UBS Group
22
UBS Group
Switzerland
$409K +$49.3K +731 +14%
VCWA
23
Vanguard Capital Wealth Advisors
Colorado
$403K +$392K +5,816 New
KLC
24
Knowledge Leaders Capital
Colorado
$350K +$168K +2,487 +97%
Stifel Financial
25
Stifel Financial
Missouri
$320K +$80.6K +1,196 +35%
1
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LTPZ Hedge Fund Activity: Q4 2017 in Review

51 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q4 2017, worth a combined $119M — up 15% from $103M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LTPZ positions and 6 closed out — a net gain of 6 holders — while 23 added to existing stakes and 8 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.44M. The largest seller was Jane Street, exiting entirely with an estimated $2.28M sold.

  • 51 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q4 2017, up from 45 in Q3 2017.
  • Funds reported $119M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q4 2017, up 15% quarter-over-quarter.
  • 12 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q4 2017 and 6 closed out, a net change of +6 holders.
  • The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q4 2017 was Envestnet Asset Management, an estimated $2.44M added.
  • The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q4 2017 was Jane Street, an estimated $2.28M sold.

Based on aggregated 13F filings for Q4 2017.