PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
85 hedge funds and large institutions have $211M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 21 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
27% more capital invested
Capital invested by funds: $166M → $211M (+$45.1M)
1.32% more ownership
Funds ownership: 26.06% → 27.38% (+1.3%)
1% more funds holding
Funds holding: 84 → 85 (+1)
5% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 21
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
95% less call options, than puts
Call options by funds: $811K | Put options by funds: $17.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
+$10.2M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$7.92M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
+$5.58M |
| 4 |
CB
Community Bank
Dewitt,
New York
|
+$5.31M |
| 5 |
Goldman Sachs
New York
|
+$5.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$9.37M |
| 2 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
|
-$5.45M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.19M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.59M |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$3.03M |
LTPZ Hedge Fund Activity: Q4 2023 in Review
85 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q4 2023, worth a combined $211M — up 27% from $166M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LTPZ positions and 21 closed out — a net gain of 1 holder — while 26 added to existing stakes and 27 trimmed.
The largest buyer was Simplify Asset Management, adding an estimated $10.2M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $9.37M sold.
- 85 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q4 2023, up from 84 in Q3 2023.
- Funds reported $211M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q4 2023, up 27% quarter-over-quarter.
- 22 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q4 2023 and 21 closed out, a net change of +1 holder.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q4 2023 was Simplify Asset Management, an estimated $10.2M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q4 2023 was Flow Traders U.S., an estimated $9.37M sold.
Based on aggregated 13F filings for Q4 2023.