LTPZ icon

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

Overview Fund Activity

81 hedge funds and large institutions have $188M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 19 closing their positions.

Holders
81
Holders Change
-4
Holders Change %
-4.71%
% of All Funds
1.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
16
Increased
25
Reduced
29
Closed
19
Calls
$1.14M
Puts
$3.93M
Net Calls
-$2.79M
Net Calls Change
-$3.06M

Top Buyers

1
EF
1
Empowered Funds
Pennsylvania
$16.3M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$15.6M
3
CTC
3
Central Trust Company
Missouri
$12.7M
4
YWM
4
Yoder Wealth Management
California
$8.41M
5
Bank of America
5
Bank of America
North Carolina
$8.55M

Top Sellers

1
Jane Street
1
Jane Street
New York
$670K
2
EW
2
Evoke Wealth
California
$3.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
BOC
5
Bull Oak Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EF
1
Empowered Funds
Pennsylvania
$16.3M 264,509 +264,509 New
AIP
2
Almanack Investment Partners
Pennsylvania
$15.6M 252,584 +252,584 New
CTC
3
Central Trust Company
Missouri
$12.7M 205,554 +186,860 +1,000%
FA
4
Forefront Analytics
Pennsylvania
$11.2M 182,082 -5,829 -3%
Morgan Stanley
5
Morgan Stanley
New York
$9.67M 156,846 +19,388 +14%
MML Investors Services
6
MML Investors Services
Massachusetts
$8.75M 141,920 -6,632 -4%
Bank of America
7
Bank of America
North Carolina
$8.55M 138,641 +97,416 +236%
YWM
8
Yoder Wealth Management
California
$8.41M 136,274 +136,274 New
Wells Fargo
9
Wells Fargo
California
$7.12M 115,511 +35,187 +44%
TCCM
10
Timber Creek Capital Management
Massachusetts
$6.3M 102,158 +11,085 +12%
Betterment LLC
11
Betterment LLC
New York
$5.98M 96,991 -4,451 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.52M 89,421 +10,292 +13%
AWM
13
Avior Wealth Management
Nebraska
$5.03M 81,624 -8,717 -10%
LPL Financial
14
LPL Financial
California
$4.61M 74,670 +4,377 +6%
UBS Group
15
UBS Group
Switzerland
$4.52M 73,234 -32,023 -30%
RJA
16
Raymond James & Associates
Florida
$4.26M 69,055 +5,843 +9%
IWC
17
Integrated Wealth Concepts
Massachusetts
$4.17M 67,597 +4,396 +7%
FA
18
Fermata Advisors
California
$3.86M 62,517 -23,094 -27%
EW
19
Evoke Wealth
California
$3.5M 56,819 -145,835 -72%
ARIS
20
Advanced Research Investment Solutions
California
$3.35M 54,256 -8,973 -14%
Creative Planning
21
Creative Planning
Kansas
$2.75M 44,565 +39,905 +856%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.71M 43,872 +9,315 +27%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$2.49M 40,424 +40,424 New
Citadel Advisors
24
Citadel Advisors
Florida
$2.49M 40,394 +501 +1%
Stifel Financial
25
Stifel Financial
Missouri
$2.33M 37,780 +2,188 +6%
1
2 3 4 5