PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
80 hedge funds and large institutions have $192M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 39 reducing their positions, and 18 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less funds holding
Funds holding: 87 → 80 (-7)
12.77% less ownership
Funds ownership: 38.86% → 26.09% (-13%)
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
46% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 39
49% less capital invested
Capital invested by funds: $377M → $192M (-$185M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
+$3.48M |
| 2 |
SCA
Spearhead Capital Advisors
Wellington,
Florida
|
+$3.14M |
| 3 |
Morgan Stanley
New York
|
+$2.12M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.08M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$84.3M |
| 2 |
Jane Street
New York
|
-$26.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.55M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$7.21M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$4.49M |
LTPZ Hedge Fund Activity: Q1 2022 in Review
80 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q1 2022, worth a combined $192M — down 49% from $377M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of LTPZ and 13 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 21 added.
The largest buyer was Trustmark National Bank Trust Department, opening a new position worth an estimated $3.48M. The largest seller was AssetMark Inc, cutting an estimated $84.3M.
- 80 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q1 2022, down from 87 in Q4 2021.
- Funds reported $192M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q1 2022, down 49% quarter-over-quarter.
- 13 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q1 2022 and 18 closed out, a net change of -5 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q1 2022 was Trustmark National Bank Trust Department, an estimated $3.48M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q1 2022 was AssetMark Inc, an estimated $84.3M sold.
Based on aggregated 13F filings for Q1 2022.