LTPZ icon

PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ

Overview Fund Activity

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 13 closing their positions.

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
16
Increased
22
Reduced
6
Closed
13
Calls
$575K
Puts
–
Net Calls
+$575K
Net Calls Change
+$575K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$124M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$26.4M
3
FS
3
Ferguson Shapiro
Georgia
$18.5M
4
PCP
4
Proficio Capital Partners
Massachusetts
$12.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.16M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$691K
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
FTUS
3
Flow Traders U.S.
New York
$468K
4
FIM
4
Freedom Investment Management
Connecticut
$1.98M
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$124M 1,491,485 +1,491,485 New
UBS Group
2
UBS Group
Switzerland
$40.5M 486,017 +54,610 +13%
AIP
3
Almanack Investment Partners
Pennsylvania
$26.4M 317,336 +292,001 +1,153%
FS
4
Ferguson Shapiro
Georgia
$18.5M 220,788 +220,788 New
WU
5
Wealthsimple US
New York
$13.9M 166,255 +13,019 +8%
PCP
6
Proficio Capital Partners
Massachusetts
$12.9M 154,785 +154,785 New
FA
7
Forefront Analytics
Pennsylvania
$11.3M 135,011 +18,611 +16%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.16M 97,961 +81,903 +510%
MML Investors Services
9
MML Investors Services
Massachusetts
$3.15M 37,851 +9,772 +35%
VIA
10
Vident Investment Advisory
Georgia
$2.98M 35,711 +35,711 New
Morgan Stanley
11
Morgan Stanley
New York
$2.86M 34,282 +13,435 +64%
SPIA
12
Steward Partners Investment Advisory
New York
$2.33M 27,964 +22 +0.1%
SCA
13
Spearhead Capital Advisors
Florida
$2.26M 27,073 +8,844 +49%
FIM
14
Freedom Investment Management
Connecticut
$1.98M 23,812 -6,408 -21%
Citadel Advisors
15
Citadel Advisors
Florida
$1.75M 20,964 +12,913 +160%
WWM
16
Western Wealth Management
Colorado
$1.68M 20,097 +1,514 +8%
VCWA
17
Vanguard Capital Wealth Advisors
Colorado
$1.2M 14,403 +14,403 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.18M 14,117 +14,117 New
AAS
19
Avantax Advisory Services
Texas
$1.15M 13,763 +2,767 +25%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$935K 11,227 +2,224 +25%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$924K 11,087 +4,182 +61%
LPL Financial
22
LPL Financial
California
$878K 10,535 +606 +6%
CAG
23
Csenge Advisory Group
Florida
$842K 10,102 +10,102 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$838K 10,052 +836 +9%
Wells Fargo
25
Wells Fargo
California
$831K 9,970 +5,029 +102%
1
2 3