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

92 hedge funds and large institutions have $392M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

2% more funds holding

Funds holding: 90 → 92 (+2)

1% more capital invested

Capital invested by funds: $387M → $392M (+$5.25M)

0.22% less ownership

Funds ownership: 61.05% → 60.83% (-0.22%)

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
8
Increased
31
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BA
Bennicas & Associates
California
+$10.5M
2
Bank of America
Bank of America
North Carolina
+$9.59M
3
Jane Street
Jane Street
New York
+$5.01M
4
HHRDM
H&H Retirement Design & Management
Nevada
+$4.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.9M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$33.6M
2
Stifel Financial
Stifel Financial
Missouri
-$5.49M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.53M
4
FTUS
Flow Traders U.S.
New York
-$2.67M
5
PA
Parkside Advisors
California
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
51
Old National Bancorp
Indiana
$286K – – –
CM
52
Columbus Macro
Pennsylvania
$260K – – –
EM
53
Excalibur Management
Massachusetts
$257K – – –
BWA
54
Beam Wealth Advisors
Louisiana
$248K +$33K +614 +15%
MCG
55
McCollum Christoferson Group
New York
$240K -$5.37K -100 -2%
LRPA
56
L. Roy Papp & Associates
Arizona
$236K – – –
AAS
57
Avantax Advisory Services
Texas
$235K +$234K +4,363 New
MIS
58
Morningstar Investment Services
Illinois
$216K -$17.9K -334 -8%
SPC
59
Sigma Planning Corp
Michigan
$205K -$54.2K -1,009 -21%
PP
60
PrairieView Partners
Minnesota
$181K – – –
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$141K – – –
DI
62
Disciplined Investments
Oklahoma
$134K – – –
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$111K +$8.11K +151 +8%
SFS
64
Sowell Financial Services
Arkansas
$105K -$806 -15 -0.8%
William Blair & Company
65
William Blair & Company
Illinois
$102K +$42.9K +799 +74%
FEG
66
Financial Enhancement Group
Indiana
$101K – – –
NCM
67
New Capital Management
Texas
$88K +$914 +17 +1%
US Bancorp
68
US Bancorp
Minnesota
$75K – – –
GRP
69
Global Retirement Partners
California
$56K – – –
PA
70
Parallel Advisors
California
$50K – – –
MFAM
71
M Financial Asset Management
Oregon
$41K -$789K -14,681 -95%
AA
72
Ancora Advisors
Ohio
$39K – – –
SIM
73
Sonora Investment Management
Arizona
$38K – – –
BlackRock
74
BlackRock
New York
$33K -$2.31K -43 -6%
PGAM
75
Princeton Global Asset Management
New Jersey
$32K – – –
1 2
3
4

STPZ Hedge Fund Activity: Q3 2020 in Review

92 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2020, worth a combined $392M — up 1.4% from $387M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new STPZ positions and 5 closed out — a net gain of 3 holders — while 31 added to existing stakes and 26 trimmed.

The largest buyer was Bennicas & Associates, opening a new position worth an estimated $10.5M. The largest seller was HighTower Advisors, cutting an estimated $33.6M.

  • 92 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2020, up from 90 in Q2 2020.
  • Funds reported $392M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2020, up 1.4% quarter-over-quarter.
  • 8 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2020 and 5 closed out, a net change of +3 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2020 was Bennicas & Associates, an estimated $10.5M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2020 was HighTower Advisors, an estimated $33.6M sold.

Based on aggregated 13F filings for Q3 2020.