PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
51 hedge funds and large institutions have $40.5M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 13 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
0% more funds holding
Funds holding: 51 → 51 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
19.19% less ownership
Funds ownership: 44.87% → 25.69% (-19%)
54% less capital invested
Capital invested by funds: $88.7M → $40.5M (-$48.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$2.38M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$2.37M |
| 3 |
Morgan Stanley
New York
|
+$650K |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$545K |
| 5 |
KLC
Knowledge Leaders Capital
Denver,
Colorado
|
+$501K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$35.6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.02M |
| 3 |
Jane Street
New York
|
-$6.41M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.05M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.45M |
LTPZ Hedge Fund Activity: Q1 2019 in Review
51 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q1 2019, worth a combined $40.5M — down 54% from $88.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LTPZ positions and 13 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Almanack Investment Partners, adding an estimated $2.38M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $35.6M sold.
- 51 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $40.5M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q1 2019, down 54% quarter-over-quarter.
- 14 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q1 2019 and 13 closed out, a net change of +1 holder.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q1 2019 was Almanack Investment Partners, an estimated $2.38M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q1 2019 was RiverFront Investment Group, an estimated $35.6M sold.
Based on aggregated 13F filings for Q1 2019.