PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
85 hedge funds and large institutions have $155M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 14 closing their positions.
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more capital invested
Capital invested by funds: $133M → $155M (+$22.2M)
4% more funds holding
Funds holding: 82 → 85 (+3)
1.04% more ownership
Funds ownership: 23.34% → 24.38% (+1%)
11% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$11.8M |
| 2 |
Jane Street
New York
|
+$8.61M |
| 3 |
Goldman Sachs
New York
|
+$6.61M |
| 4 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$5.29M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$4.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$11.9M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.88M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$4.61M |
| 4 |
GAG
Goodman Advisory Group
Needham,
Massachusetts
|
-$3.93M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.39M |
LTPZ Hedge Fund Activity: Q4 2022 in Review
85 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q4 2022, worth a combined $155M — up 17% from $133M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new LTPZ positions and 14 closed out — a net gain of 5 holders — while 25 added to existing stakes and 28 trimmed.
The largest buyer was Evoke Wealth, adding an estimated $11.8M. The largest seller was Barclays, exiting entirely with an estimated $11.9M sold.
- 85 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q4 2022, up from 82 in Q3 2022.
- Funds reported $155M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q4 2022, up 17% quarter-over-quarter.
- 19 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q4 2022 and 14 closed out, a net change of +5 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q4 2022 was Evoke Wealth, an estimated $11.8M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q4 2022 was Barclays, an estimated $11.9M sold.
Based on aggregated 13F filings for Q4 2022.