PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
80 hedge funds and large institutions have $262M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 34 reducing their positions, and 20 closing their positions.
24% more capital invested
Capital invested by funds: $211M → $262M (+$51.5M)
8.09% more ownership
Funds ownership: 27.38% → 35.47% (+8.1%)
6% less funds holding
Funds holding: 85 → 80 (-5)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
50% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 34
95% less call options, than puts
Call options by funds: $428K | Put options by funds: $9.39M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$78.8M |
| 2 |
Jane Street
New York
|
+$11.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.85M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$3.87M |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$11.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.96M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$5.24M |
| 4 |
Goldman Sachs
New York
|
-$5M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$4.19M |
LTPZ Hedge Fund Activity: Q1 2024 in Review
80 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q1 2024, worth a combined $262M — up 24% from $211M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of LTPZ and 15 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 17 added.
The largest buyer was Evoke Wealth, opening a new position worth an estimated $78.8M. The largest seller was Simplify Asset Management, cutting an estimated $11.2M.
- 80 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q1 2024, down from 85 in Q4 2023.
- Funds reported $262M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q1 2024, up 24% quarter-over-quarter.
- 15 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q1 2024 and 20 closed out, a net change of -5 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q1 2024 was Evoke Wealth, an estimated $78.8M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q1 2024 was Simplify Asset Management, an estimated $11.2M sold.
Based on aggregated 13F filings for Q1 2024.