Northern Trust iBoxx 3-Year Target Duration TIPS ETF
TDTT
42 hedge funds and large institutions have $530M invested in Northern Trust iBoxx 3-Year Target Duration TIPS ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
27% more capital invested
Capital invested by funds: $416M → $530M (+$113M)
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
11% more funds holding
Funds holding: 38 → 42 (+4)
1.34% more ownership
Funds ownership: 97.54% → 98.88% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$109M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$13.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.61M |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$1.88M |
| 5 |
LC
Lourd Capital
Beverly Hills,
California
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$95.8M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$7.14M |
| 3 |
Morgan Stanley
New York
|
-$2.45M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
-$618K |
| 5 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$533K |
TDTT Hedge Fund Activity: Q4 2014 in Review
42 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) for Q4 2014, worth a combined $530M — up 27% from $416M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TDTT positions and 7 closed out — a net gain of 5 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $109M. The largest seller was Northern Trust, cutting an estimated $95.8M.
- 42 institutional investors held Northern Trust iBoxx 3-Year Target Duration TIPS ETF (TDTT) as of Q4 2014, up from 38 in Q3 2014.
- Funds reported $530M of Northern Trust iBoxx 3-Year Target Duration TIPS ETF stock for Q4 2014, up 27% quarter-over-quarter.
- 12 funds opened new Northern Trust iBoxx 3-Year Target Duration TIPS ETF positions in Q4 2014 and 7 closed out, a net change of +5 holders.
- The largest Northern Trust iBoxx 3-Year Target Duration TIPS ETF buyer in Q4 2014 was Deutsche Bank, an estimated $109M added.
- The largest Northern Trust iBoxx 3-Year Target Duration TIPS ETF seller in Q4 2014 was Northern Trust, an estimated $95.8M sold.
Based on aggregated 13F filings for Q4 2014.