PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
132 hedge funds and large institutions have $526M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 72 reducing their positions, and 23 closing their positions.
2.39% less ownership
Funds ownership: 64.43% → 62.04% (-2.4%)
10% less funds holding
Funds holding: 147 → 132 (-15)
12% less capital invested
Capital invested by funds: $601M → $526M (-$74.3M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
57% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 23
57% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$15.9M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$5.12M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$3.02M |
| 4 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$2.82M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$38.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$11.3M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$8.04M |
| 4 |
Morgan Stanley
New York
|
-$7.9M |
| 5 |
AGA
Arkos Global Advisors
Houston,
Texas
|
-$7.3M |
STPZ Hedge Fund Activity: Q2 2023 in Review
132 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2023, worth a combined $526M — down 12% from $601M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of STPZ and 10 opened new positions — a net loss of 13 holders — while 72 trimmed existing stakes and 31 added.
The largest buyer was Jane Street, adding an estimated $15.9M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $38.9M sold.
- 132 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2023, down from 147 in Q1 2023.
- Funds reported $526M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2023, down 12% quarter-over-quarter.
- 10 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2023 and 23 closed out, a net change of -13 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2023 was Jane Street, an estimated $15.9M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2023 was Ameritas Advisory Services, an estimated $38.9M sold.
Based on aggregated 13F filings for Q2 2023.