PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
82 hedge funds and large institutions have $133M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 14 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 25
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
1% less funds holding
Funds holding: 83 → 82 (-1)
5.49% less ownership
Funds ownership: 28.83% → 23.34% (-5.5%)
20% less call options, than puts
Call options by funds: $241K | Put options by funds: $303K
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
26% less capital invested
Capital invested by funds: $178M → $133M (-$45.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.34M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.32M |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
+$2.47M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.01M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$27M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$6.18M |
| 3 |
FOA
Five Oceans Advisors
Santa Monica,
California
|
-$3.06M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.98M |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$2.97M |
LTPZ Hedge Fund Activity: Q3 2022 in Review
82 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q3 2022, worth a combined $133M — down 26% from $178M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of LTPZ and 13 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 27 added.
The largest buyer was AE Wealth Management, adding an estimated $7.34M. The largest seller was Jane Street, cutting an estimated $27M.
- 82 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q3 2022, down from 83 in Q2 2022.
- Funds reported $133M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q3 2022, down 26% quarter-over-quarter.
- 13 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q3 2022 and 14 closed out, a net change of -1 holder.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q3 2022 was AE Wealth Management, an estimated $7.34M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q3 2022 was Jane Street, an estimated $27M sold.
Based on aggregated 13F filings for Q3 2022.