PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
44 hedge funds and large institutions have $97.2M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 7 closing their positions.
47% more capital invested
Capital invested by funds: $65.9M → $97.2M (+$31.2M)
2.34% more ownership
Funds ownership: 36.88% → 39.22% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
6% less funds holding
Funds holding: 47 → 44 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $764K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$40.1M |
| 2 |
Jane Street
New York
|
+$5.15M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.54M |
| 4 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$583K |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.1M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$3.06M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$2.65M |
| 4 |
Morgan Stanley
New York
|
-$825K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$809K |
LTPZ Hedge Fund Activity: Q3 2019 in Review
44 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q3 2019, worth a combined $97.2M — up 47% from $65.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of LTPZ and 4 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 15 added.
The largest buyer was UBS Group, adding an estimated $40.1M. The largest seller was Envestnet Asset Management, cutting an estimated $12.1M.
- 44 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q3 2019, down from 47 in Q2 2019.
- Funds reported $97.2M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q3 2019, up 47% quarter-over-quarter.
- 4 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q3 2019 and 7 closed out, a net change of -3 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q3 2019 was UBS Group, an estimated $40.1M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q3 2019 was Envestnet Asset Management, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2019.