Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
17 hedge funds and large institutions have $41.9M invested in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
23% more capital invested
Capital invested by funds: $34.1M → $41.9M (+$7.72M)
6% more funds holding
Funds holding: 16 → 17 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.64% less ownership
Funds ownership: 98.32% → 94.67% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LC
Lourd Capital
Beverly Hills,
California
|
+$4.07M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.37M |
| 4 |
BCM
Bluefin Capital Management
New York
|
+$677K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$77.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$121M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$234K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$124K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$112K |
| 5 |
FNBT
FineMark National Bank & Trust
Fort Myers,
Florida
|
-$57K |
TDTF Hedge Fund Activity: Q3 2013 in Review
17 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) for Q3 2013, worth a combined $41.9M — up 23% from $34.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TDTF positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Lourd Capital, adding an estimated $4.07M. The largest seller was Northern Trust, cutting an estimated $121M.
- 17 institutional investors held Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) as of Q3 2013, up from 16 in Q2 2013.
- Funds reported $41.9M of Northern Trust iBoxx 5-Year Target Duration TIPS ETF stock for Q3 2013, up 23% quarter-over-quarter.
- 5 funds opened new Northern Trust iBoxx 5-Year Target Duration TIPS ETF positions in Q3 2013 and 4 closed out, a net change of +1 holder.
- The largest Northern Trust iBoxx 5-Year Target Duration TIPS ETF buyer in Q3 2013 was Lourd Capital, an estimated $4.07M added.
- The largest Northern Trust iBoxx 5-Year Target Duration TIPS ETF seller in Q3 2013 was Northern Trust, an estimated $121M sold.
Based on aggregated 13F filings for Q3 2013.