PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
77 hedge funds and large institutions have $182M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 12 closing their positions.
62% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 21
31% more call options, than puts
Call options by funds: $6.32M | Put options by funds: $4.84M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less funds holding
Funds holding: 80 → 77 (-3)
10.01% less ownership
Funds ownership: 35.47% → 25.46% (-10%)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
31% less capital invested
Capital invested by funds: $262M → $182M (-$80.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.11M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$4.78M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$3.3M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.01M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
-$79.1M |
| 2 |
Jane Street
New York
|
-$8.34M |
| 3 |
NA
Nottingham Advisors
Amherst,
New York
|
-$5.71M |
| 4 |
CB
Community Bank
Dewitt,
New York
|
-$5.56M |
| 5 |
SAM
Simplify Asset Management
Las Vegas,
Nevada
|
-$4.01M |
LTPZ Hedge Fund Activity: Q2 2024 in Review
77 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q2 2024, worth a combined $182M — down 31% from $262M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of LTPZ and 10 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 34 added.
The largest buyer was AE Wealth Management, adding an estimated $5.11M. The largest seller was Evoke Wealth, exiting entirely with an estimated $79.1M sold.
- 77 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q2 2024, down from 80 in Q1 2024.
- Funds reported $182M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q2 2024, down 31% quarter-over-quarter.
- 10 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q2 2024 and 12 closed out, a net change of -2 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q2 2024 was AE Wealth Management, an estimated $5.11M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q2 2024 was Evoke Wealth, an estimated $79.1M sold.
Based on aggregated 13F filings for Q2 2024.