PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
87 hedge funds and large institutions have $377M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 21 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
95% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 21
37% more capital invested
Capital invested by funds: $274M → $377M (+$103M)
16% more funds holding
Funds holding: 75 → 87 (+12)
5.99% more ownership
Funds ownership: 32.87% → 38.86% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$40.2M |
| 2 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$9.75M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$9.73M |
| 4 |
Morgan Stanley
New York
|
+$5.19M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$4.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
-$5.4M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$4.13M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$4.02M |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$2.57M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.27M |
LTPZ Hedge Fund Activity: Q4 2021 in Review
87 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q4 2021, worth a combined $377M — up 37% from $274M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LTPZ positions and 7 closed out — a net gain of 13 holders — while 41 added to existing stakes and 21 trimmed.
The largest buyer was Jane Street, adding an estimated $40.2M. The largest seller was Trustmark National Bank Trust Department, exiting entirely with an estimated $5.4M sold.
- 87 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q4 2021, up from 75 in Q3 2021.
- Funds reported $377M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q4 2021, up 37% quarter-over-quarter.
- 20 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q4 2021 and 7 closed out, a net change of +13 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q4 2021 was Jane Street, an estimated $40.2M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q4 2021 was Trustmark National Bank Trust Department, an estimated $5.4M sold.
Based on aggregated 13F filings for Q4 2021.