PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
50 hedge funds and large institutions have $290M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 12 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 6
236% more capital invested
Capital invested by funds: $86.3M → $290M (+$204M)
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
11.98% more ownership
Funds ownership: 35.53% → 47.51% (+12%)
6% more funds holding
Funds holding: 47 → 50 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$123M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$24.1M |
| 3 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$18.2M |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$12.8M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5M |
| 2 |
SG Americas Securities
New York
|
-$1.3M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$742K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$530K |
| 5 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$355K |
LTPZ Hedge Fund Activity: Q2 2020 in Review
50 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q2 2020, worth a combined $290M — up 236% from $86.3M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LTPZ positions and 12 closed out — a net gain of 4 holders — while 22 added to existing stakes and 6 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $123M. The largest seller was Royal Bank of Canada, cutting an estimated $5M.
- 50 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q2 2020, up from 47 in Q1 2020.
- Funds reported $290M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q2 2020, up 236% quarter-over-quarter.
- 16 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q2 2020 and 12 closed out, a net change of +4 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q2 2020 was AssetMark Inc, an estimated $123M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q2 2020 was Royal Bank of Canada, an estimated $5M sold.
Based on aggregated 13F filings for Q2 2020.