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

133 hedge funds and large institutions have $876M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 25

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

35% more capital invested

Capital invested by funds: $647M → $876M (+$229M)

7% more funds holding

Funds holding: 124 → 133 (+9)

5.61% more ownership

Funds ownership: 59.5% → 65.11% (+5.6%)

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
57
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$47.8M
2
AWS
AJ Wealth Strategies
New York
+$41.4M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$25.9M
4
Bank of America
Bank of America
North Carolina
+$23.4M
5
UBS Group
UBS Group
Switzerland
+$22.1M

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$11.8M
2
HHRDM
H&H Retirement Design & Management
Nevada
-$5.95M
3
PAG
Private Advisor Group
New Jersey
-$5.91M
4
FTUS
Flow Traders U.S.
New York
-$4.04M
5
Jane Street
Jane Street
New York
-$4.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Archvest Wealth Advisors
California
$7.07M +$7.07M +128,200 New
PA
27
Parkside Advisors
California
$6.42M -$850K -15,417 -12%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.29M +$467K +8,471 +10%
SPC
29
Sigma Planning Corp
Michigan
$5.19M +$527K +9,564 +11%
AC
30
Abbrea Capital
California
$5.04M +$1.48M +26,848 +42%
MWM
31
MTC Wealth Management
Florida
$4.91M +$308K +5,594 +7%
Renaissance Technologies
32
Renaissance Technologies
New York
$4.76M +$2.53M +45,900 +114%
RJA
33
Raymond James & Associates
Florida
$4.44M +$201K +3,639 +5%
LIG
34
Lokken Investment Group
Delaware
$3.82M +$27.7K +502 +0.7%
KF
35
Krilogy Financial
Missouri
$3.77M +$248K +4,496 +7%
APA
36
American Portfolios Advisors
New York
$3.63M +$130K +2,352 +4%
5L
37
55I LLC
Massachusetts
$2.92M +$1.56M +28,278 +115%
Jane Street
38
Jane Street
New York
$2.71M -$4.04M -73,268 -60%
SPL
39
Smart Portfolios LLC
Washington
$2.69M +$90K +1,633 +3%
Allianz Asset Management
40
Allianz Asset Management
Germany
$2.54M – – –
CAN
41
Cetera Advisor Networks
California
$2.51M +$822K +14,924 +49%
MA
42
MAS Advisors
Florida
$2.21M +$2.21M +40,056 New
AA
43
Alesco Advisors
New York
$2.17M -$1.31M -23,800 -38%
RFC
44
Regions Financial Corp
Alabama
$2.15M +$405K +7,354 +23%
PCWA
45
Pacific Capital Wealth Advisors
California
$2.06M – – –
SPIA
46
Steward Partners Investment Advisory
New York
$1.94M +$590K +10,698 +44%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.93M +$223K +4,054 +13%
JP Morgan Chase
48
JP Morgan Chase
New York
$1.7M -$640K -11,614 -27%
BWA
49
Beam Wealth Advisors
Louisiana
$1.68M +$253K +4,593 +18%
GLLW
50
Graves Light Lenhart Wealth
Virginia
$1.48M – – –
1
2
3 4 5

STPZ Hedge Fund Activity: Q4 2021 in Review

133 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q4 2021, worth a combined $876M — up 35% from $647M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new STPZ positions and 12 closed out — a net gain of 11 holders — while 57 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.8M. The largest seller was Empowered Funds, exiting entirely with an estimated $11.8M sold.

  • 133 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2021, up from 124 in Q3 2021.
  • Funds reported $876M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q4 2021, up 35% quarter-over-quarter.
  • 23 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q4 2021 and 12 closed out, a net change of +11 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q4 2021 was Morgan Stanley, an estimated $47.8M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q4 2021 was Empowered Funds, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2021.