PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
84 hedge funds and large institutions have $166M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
14% more funds holding
Funds holding: 74 → 84 (+10)
0.94% less ownership
Funds ownership: 27.01% → 26.06% (-0.94%)
8% less capital invested
Capital invested by funds: $181M → $166M (-$14.8M)
17% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 29
25% less call options, than puts
Call options by funds: $4.15M | Put options by funds: $5.54M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.8M |
| 2 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$4.63M |
| 3 |
Jane Street
New York
|
+$3.82M |
| 4 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$3.64M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$3.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$15.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.47M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$2.37M |
| 4 |
HPM
Hudson Portfolio Management
Garrison,
New York
|
-$1.94M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.83M |
LTPZ Hedge Fund Activity: Q3 2023 in Review
84 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q3 2023, worth a combined $166M — down 8.2% from $181M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new LTPZ positions and 9 closed out — a net gain of 10 holders — while 24 added to existing stakes and 29 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $10.8M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $15.3M sold.
- 84 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q3 2023, up from 74 in Q2 2023.
- Funds reported $166M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q3 2023, down 8.2% quarter-over-quarter.
- 19 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q3 2023 and 9 closed out, a net change of +10 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q3 2023 was AE Wealth Management, an estimated $10.8M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q3 2023 was Almanack Investment Partners, an estimated $15.3M sold.
Based on aggregated 13F filings for Q3 2023.