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

91 hedge funds and large institutions have $312M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.09% less ownership

Funds ownership: 43.06% → 42.97% (-0.09%)

3% less capital invested

Capital invested by funds: $322M → $312M (-$10.3M)

10% less funds holding

Funds holding: 101 → 91 (-10)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
91
Holders Change
-10
Holders Change %
-9.9%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
6
Increased
24
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$6.67M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.66M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.62M
4
FTUS
Flow Traders U.S.
New York
+$347K
5
Stifel Financial
Stifel Financial
Missouri
+$241K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.06M
2
TF
TIAA FSB
Florida
-$4.08M
3
CAN
Cetera Advisor Networks
California
-$2.69M
4
Jane Street
Jane Street
New York
-$2.54M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
26
Signet Financial Management
New Jersey
$1.79M -$200K -3,805 -10%
GLLW
27
Graves Light Lenhart Wealth
Virginia
$1.44M -$52.5K -1,001 -4%
SPIA
28
Steward Partners Investment Advisory
New York
$1.38M -$3.15K -60 -0.2%
AGA
29
Arkos Global Advisors
Texas
$1.2M – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.15M +$81.8K +1,558 +8%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.11M +$23.5K +448 +2%
RFC
32
Regions Financial Corp
Alabama
$1.1M +$4.46K +85 +0.4%
FT
33
Fiduciary Trust
Massachusetts
$910K -$115K -2,183 -11%
UBS Group
34
UBS Group
Switzerland
$908K +$29.4K +560 +3%
PG
35
Proffitt & Goodson
Tennessee
$860K -$4.83K -92 -0.6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$778K +$157K +2,991 +25%
CMP
37
Courage Miller Partners
Virginia
$750K -$121K -2,315 -14%
DCM
38
Dimension Capital Management
Florida
$596K – – –
DWM
39
Destination Wealth Management
California
$531K +$240K +4,571 +82%
MFAM
40
M Financial Asset Management
Oregon
$487K +$106K +2,016 +28%
AP
41
Atwood & Palmer
Missouri
$442K -$173K -3,300 -28%
GAM
42
Gould Asset Management
California
$440K -$3.15K -60 -0.7%
PA
43
Planning Alternatives
Michigan
$402K -$126K -2,400 -24%
PA
44
PFG Advisors
Arizona
$399K -$18.8K -358 -4%
EWA
45
EP Wealth Advisors
California
$351K -$66.3K -1,263 -16%
FTUS
46
Flow Traders U.S.
New York
$347K +$347K +6,611 New
EAM
47
Evanson Asset Management
California
$294K +$210 +4 +0.1%
NAS
48
Nicolet Advisory Services
Wisconsin
$281K -$33.1K -631 -11%
MCG
49
McCollum Christoferson Group
New York
$281K – – –
ONB
50
Old National Bancorp
Indiana
$278K – – –
1
2
3 4 5

STPZ Hedge Fund Activity: Q3 2019 in Review

91 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2019, worth a combined $312M — down 3.2% from $322M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of STPZ and 6 opened new positions — a net loss of 10 holders — while 33 trimmed existing stakes and 24 added.

The largest buyer was Private Advisor Group, adding an estimated $6.67M. The largest seller was Morgan Stanley, cutting an estimated $5.06M.

  • 91 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2019, down from 101 in Q2 2019.
  • Funds reported $312M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2019, down 3.2% quarter-over-quarter.
  • 6 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2019 and 16 closed out, a net change of -10 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2019 was Private Advisor Group, an estimated $6.67M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2019 was Morgan Stanley, an estimated $5.06M sold.

Based on aggregated 13F filings for Q3 2019.