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

106 hedge funds and large institutions have $519M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

32% more capital invested

Capital invested by funds: $393M → $519M (+$126M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

8% more funds holding

Funds holding: 98 → 106 (+8)

3.28% more ownership

Funds ownership: 59.06% → 62.34% (+3.3%)

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
18
Increased
31
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FS
Ferguson Shapiro
Georgia
+$41.1M
2
Truist Financial
Truist Financial
North Carolina
+$14.7M
3
Ameriprise
Ameriprise
Minnesota
+$10.2M
4
UBS Group
UBS Group
Switzerland
+$10.1M
5
Jane Street
Jane Street
New York
+$9.63M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.6M
2
FTUS
Flow Traders U.S.
New York
-$4.54M
3
PAG
Private Advisor Group
New Jersey
-$1.68M
4
APA
American Portfolios Advisors
New York
-$1.63M
5
KF
Krilogy Financial
Missouri
-$577K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Alesco Advisors
New York
$3.47M – – –
APA
27
American Portfolios Advisors
New York
$3.4M -$1.63M -29,883 -32%
CPFP
28
Clear Perspectives Financial Planning
Ohio
$3.35M +$3.34M +61,123 New
RJA
29
Raymond James & Associates
Florida
$3.31M +$225K +4,117 +7%
Allianz Asset Management
30
Allianz Asset Management
Germany
$2.52M – – –
AIP
31
Almanack Investment Partners
Pennsylvania
$2.16M +$2.15M +39,386 New
Osaic Holdings
32
Osaic Holdings
Arizona
$2.14M +$872K +15,961 +69%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.1M +$538K +9,849 +35%
PCWA
34
Pacific Capital Wealth Advisors
California
$2.05M – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.71M +$1.06M +19,384 +165%
QA
36
Quantitative Advantage
Minnesota
$1.7M +$1.7M +31,077 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.52M +$124K +2,275 +9%
GLLW
38
Graves Light Lenhart Wealth
Virginia
$1.48M – – –
RFC
39
Regions Financial Corp
Alabama
$1.42M -$341K -6,250 -19%
SPIA
40
Steward Partners Investment Advisory
New York
$1.28M +$58.8K +1,076 +5%
SFM
41
Signet Financial Management
New Jersey
$1.2M -$73.5K -1,346 -6%
FT
42
Fiduciary Trust
Massachusetts
$921K – – –
DWM
43
Destination Wealth Management
California
$886K -$48.7K -892 -5%
OPS
44
Orion Portfolio Solutions
Nebraska
$876K +$195K +3,570 +29%
CMP
45
Courage Miller Partners
Virginia
$743K – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$651K -$147K -2,697 -18%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$639K +$637K +11,660 New
DCM
48
Dimension Capital Management
Florida
$623K – – –
TPCW
49
TD Private Client Wealth
New York
$611K +$76.8K +1,407 +14%
AGA
50
Arkos Global Advisors
Texas
$611K -$12.1K -222 -2%
1
2
3 4 5

STPZ Hedge Fund Activity: Q1 2021 in Review

106 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2021, worth a combined $519M — up 32% from $393M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new STPZ positions and 9 closed out — a net gain of 9 holders — while 31 added to existing stakes and 22 trimmed.

The largest buyer was Ferguson Shapiro, adding an estimated $41.1M. The largest seller was Royal Bank of Canada, cutting an estimated $4.6M.

  • 106 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2021, up from 98 in Q4 2020.
  • Funds reported $519M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2021, up 32% quarter-over-quarter.
  • 18 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2021 and 9 closed out, a net change of +9 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2021 was Ferguson Shapiro, an estimated $41.1M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2021 was Royal Bank of Canada, an estimated $4.6M sold.

Based on aggregated 13F filings for Q1 2021.