PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
47 hedge funds and large institutions have $86.3M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
2% more funds holding
Funds holding: 46 → 47 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
4.45% less ownership
Funds ownership: 39.98% → 35.53% (-4.5%)
16% less capital invested
Capital invested by funds: $103M → $86.3M (-$16.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WU
Wealthsimple US
Brooklyn,
New York
|
+$5.31M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.44M |
| 3 |
SCA
Spearhead Capital Advisors
Wellington,
Florida
|
+$1.39M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$705K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$444K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.7M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$7.22M |
| 3 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$6.48M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.11M |
| 5 |
Jane Street
New York
|
-$3.2M |
LTPZ Hedge Fund Activity: Q1 2020 in Review
47 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q1 2020, worth a combined $86.3M — down 16% from $103M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new LTPZ positions and 6 closed out — a net gain of 5 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was Wealthsimple US, adding an estimated $5.31M. The largest seller was UBS Group, cutting an estimated $10.7M.
- 47 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q1 2020, up from 46 in Q4 2019.
- Funds reported $86.3M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q1 2020, down 16% quarter-over-quarter.
- 11 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q1 2020 and 6 closed out, a net change of +5 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q1 2020 was Wealthsimple US, an estimated $5.31M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q1 2020 was UBS Group, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2020.