STPZ icon

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

Overview Fund Activity

103 hedge funds and large institutions have $570M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 16 closing their positions.

Holders
103
Holders Change
-3
Holders Change %
-2.83%
% of All Funds
2.36%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
27
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$73.1M
3
Members Trust
3
Members Trust
Florida
$61M
4
Stifel Financial
4
Stifel Financial
Missouri
$17.3M
5
SB
5
Suntrust Banks
Georgia
$11.7M

Top Sellers

1
TF
1
TIAA FSB
Florida
$201M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$32.3M
3
Jane Street
3
Jane Street
New York
$0
4
RWM
4
Rezny Wealth Management
Florida
$0
5
SEI Investments
5
SEI Investments
Pennsylvania
$138K
Name Market Value Shares Shares
Change 		Shares
Change %
MCG
51
McCollum Christoferson Group
New York
$333K 6,407 +20 +0.3%
ATC
52
Argent Trust Co
Tennessee
$307K 5,908 – –
EAM
53
Evanson Asset Management
California
$291K 5,593 – –
SF
54
Synovus Financial
Georgia
$279K 5,360 +5,360 New
ONB
55
Old National Bancorp
Indiana
$278K 5,353 -24,335 -82%
WCM
56
Windsor Capital Management
Arizona
$241K 4,636 -1,219 -21%
DWM
57
Destination Wealth Management
California
$240K 4,607 -716 -13%
PA
58
Paracle Advisors
Washington
$240K 4,619 – –
CAM
59
Covenant Asset Management
New Jersey
$223K 4,280 – –
VA
60
Valmark Advisers
Ohio
$218K 4,185 +215 +5%
SFPM
61
Sensible Financial Planning & Management
Massachusetts
$207K 3,987 +3,987 New
MHS
62
M Holdings Securities
Oregon
$202K 3,894 -922 -19%
SPIA
63
Steward Partners Investment Advisory
New York
$175K 3,371 – –
OIA
64
OneDigital Investment Advisors
Kansas
$172K 3,302 +2,000 +154%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$162K 3,115 -3,040 -49%
IA
66
IFP Advisors
Florida
$162K 3,125 – –
SEI Investments
67
SEI Investments
Pennsylvania
$138K 2,653 -45,556 -94%
TL
68
TrueWealth LLC
Georgia
$131K 2,525 – –
CCM
69
Covington Capital Management
California
$127K 2,452 +2,452 New
William Blair & Company
70
William Blair & Company
Illinois
$109K 2,095 +2,095 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$107K 2,050 – –
US Bancorp
72
US Bancorp
Minnesota
$103K 1,977 – –
FEG
73
Financial Enhancement Group
Indiana
$97K 1,869 +1,869 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$92K 1,760 – –
NCM
75
New Capital Management
Texas
$81K 1,554 – –
1 2
3
4 5