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PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ

98 hedge funds and large institutions have $379M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

5% less funds holding

Funds holding: 103 → 98 (-5)

13.03% less ownership

Funds ownership: 58.75% → 45.72% (-13%)

32% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 37

34% less capital invested

Capital invested by funds: $570M → $379M (-$191M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
98
Holders Change
-5
Holders Change %
-4.85%
% of All Funds
2.24%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
7
Increased
25
Reduced
37
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Arlington Capital Management
Illinois
+$3.1M
2
Jane Street
Jane Street
New York
+$2.53M
3
Stifel Financial
Stifel Financial
Missouri
+$2.35M
4
PAG
Private Advisor Group
New Jersey
+$1.78M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.25M

Top Sellers

1
TF
TIAA FSB
Florida
-$99M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.2M
3
BCI
Brinker Capital Investments
Pennsylvania
-$11.6M
4
Morgan Stanley
Morgan Stanley
New York
-$8.18M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$2.54M +$2.53M +48,988 New
AIA
27
Arbor Investment Advisors
North Carolina
$2.1M -$83.5K -1,616 -4%
IA
28
IndexIQ Advisors
New York
$1.88M +$740K +14,321 +65%
APA
29
American Portfolios Advisors
New York
$1.49M -$3.77K -73 -0.3%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.46M -$36.2K -701 -2%
UBS Group
31
UBS Group
Switzerland
$1.43M +$85K +1,644 +6%
Renaissance Technologies
32
Renaissance Technologies
New York
$1.25M +$1.25M +24,100 New
RFC
33
Regions Financial Corp
Alabama
$1.19M -$56.7K -1,097 -5%
BAM
34
Belpointe Asset Management
Nevada
$1.18M +$49.4K +955 +4%
SWP
35
Strategic Wealth Partners
Ohio
$891K -$131K -2,539 -13%
AA
36
Ancora Advisors
Ohio
$799K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$792K – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$747K -$242K -4,689 -25%
PA
39
PFG Advisors
Arizona
$735K -$13K -252 -2%
AP
40
Atwood & Palmer
Missouri
$661K -$41.3K -800 -6%
NIA
41
Northstar Investment Advisors
Colorado
$652K -$215K -4,160 -25%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$644K -$243K -4,700 -27%
DCM
43
Dimension Capital Management
Florida
$589K – – –
FWM
44
Focused Wealth Management
New York
$584K -$31K -600 -5%
FT
45
Fiduciary Trust
Massachusetts
$573K -$23.3K -451 -4%
AA
46
Alesco Advisors
New York
$520K -$388K -7,515 -43%
GAM
47
Gould Asset Management
California
$472K -$1.55K -30 -0.3%
FTUS
48
Flow Traders U.S.
New York
$436K +$436K +8,433 New
SF
49
Synovus Financial
Georgia
$394K +$116K +2,250 +42%
MCG
50
McCollum Christoferson Group
New York
$306K -$25.8K -500 -8%
1
2
3 4 5

STPZ Hedge Fund Activity: Q2 2018 in Review

98 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2018, worth a combined $379M — down 34% from $570M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of STPZ and 7 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 25 added.

The largest buyer was Arlington Capital Management, opening a new position worth an estimated $3.1M. The largest seller was TIAA FSB, cutting an estimated $99M.

  • 98 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2018, down from 103 in Q1 2018.
  • Funds reported $379M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2018, down 34% quarter-over-quarter.
  • 7 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2018 and 11 closed out, a net change of -4 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2018 was Arlington Capital Management, an estimated $3.1M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2018 was TIAA FSB, an estimated $99M sold.

Based on aggregated 13F filings for Q2 2018.