PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
49 hedge funds and large institutions have $118M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $119M → $118M (-$570K)
1.36% less ownership
Funds ownership: 49.41% → 48.05% (-1.4%)
4% less funds holding
Funds holding: 51 → 49 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.06M |
| 2 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
+$3.04M |
| 3 |
VF
Virtu Financial
New York
|
+$1.5M |
| 4 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$1.25M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$3.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.48M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.64M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$1.54M |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$1.24M |
LTPZ Hedge Fund Activity: Q1 2018 in Review
49 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q1 2018, worth a combined $118M — down 0.48% from $119M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of LTPZ and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 20 added.
The largest buyer was Fidelity Investments, adding an estimated $5.06M. The largest seller was Almanack Investment Partners, cutting an estimated $3.4M.
- 49 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q1 2018, down from 51 in Q4 2017.
- Funds reported $118M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q1 2018, down 0.48% quarter-over-quarter.
- 5 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q1 2018 and 6 closed out, a net change of -1 holder.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q1 2018 was Fidelity Investments, an estimated $5.06M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q1 2018 was Almanack Investment Partners, an estimated $3.4M sold.
Based on aggregated 13F filings for Q1 2018.