Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
22 hedge funds and large institutions have $54.4M invested in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
47% more funds holding
Funds holding: 15 → 22 (+7)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
29% more capital invested
Capital invested by funds: $42.3M → $54.4M (+$12.1M)
4.1% more ownership
Funds ownership: 89.06% → 93.17% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$13.7M |
| 2 |
LC
Lourd Capital
Beverly Hills,
California
|
+$1.35M |
| 3 |
Bank of New York Mellon
New York
|
+$361K |
| 4 |
PSI
Pinnacle Summer Investments
Fairfax,
Virginia
|
+$150K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$73.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$1.93M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$961K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$910K |
| 4 |
Jane Street
New York
|
-$207K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$20K |
TDTF Hedge Fund Activity: Q3 2014 in Review
22 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) for Q3 2014, worth a combined $54.4M — up 29% from $42.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new TDTF positions and 2 closed out — a net gain of 7 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Evensky & Katz, opening a new position worth an estimated $13.7M. The largest seller was Northern Trust, cutting an estimated $1.93M.
- 22 institutional investors held Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) as of Q3 2014, up from 15 in Q2 2014.
- Funds reported $54.4M of Northern Trust iBoxx 5-Year Target Duration TIPS ETF stock for Q3 2014, up 29% quarter-over-quarter.
- 9 funds opened new Northern Trust iBoxx 5-Year Target Duration TIPS ETF positions in Q3 2014 and 2 closed out, a net change of +7 holders.
- The largest Northern Trust iBoxx 5-Year Target Duration TIPS ETF buyer in Q3 2014 was Evensky & Katz, an estimated $13.7M added.
- The largest Northern Trust iBoxx 5-Year Target Duration TIPS ETF seller in Q3 2014 was Northern Trust, an estimated $1.93M sold.
Based on aggregated 13F filings for Q3 2014.