PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
80 hedge funds and large institutions have $266M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 12 closing their positions.
133% more call options, than puts
Call options by funds: $5.78M | Put options by funds: $2.48M
46% more capital invested
Capital invested by funds: $182M → $266M (+$84M)
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
9.64% more ownership
Funds ownership: 25.46% → 35.11% (+9.6%)
4% more funds holding
Funds holding: 77 → 80 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
27% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$71.2M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$14.8M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.77M |
| 4 |
GS
GTS Securities
Miami,
Florida
|
+$1.97M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$12.1M |
| 2 |
JSSH
J. Safra Sarasin Holding
|
-$4.69M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.97M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.07M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.23M |
LTPZ Hedge Fund Activity: Q3 2024 in Review
80 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) for Q3 2024, worth a combined $266M — up 46% from $182M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new LTPZ positions and 12 closed out — a net gain of 5 holders — while 22 added to existing stakes and 30 trimmed.
The largest buyer was Evoke Wealth, opening a new position worth an estimated $71.2M. The largest seller was Jane Street, cutting an estimated $12.1M.
- 80 institutional investors held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) as of Q3 2024, up from 77 in Q2 2024.
- Funds reported $266M of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund stock for Q3 2024, up 46% quarter-over-quarter.
- 17 funds opened new PIMCO 15+ Year US TIPS Index Exchange-Traded Fund positions in Q3 2024 and 12 closed out, a net change of +5 holders.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund buyer in Q3 2024 was Evoke Wealth, an estimated $71.2M added.
- The largest PIMCO 15+ Year US TIPS Index Exchange-Traded Fund seller in Q3 2024 was Jane Street, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2024.