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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
OCM
51
Orser Capital Management
Texas
$582K -$80.3K -1,470 -12%
AIA
52
Arbor Investment Advisors
North Carolina
$536K – – –
PA
53
PFG Advisors
Arizona
$423K +$31.2K +572 +8%
SB
54
Strategic Blueprint
Georgia
$362K +$62.7K +1,148 +21%
BP
55
Ballentine Partners
Massachusetts
$342K – – –
BOS
56
Bank of Stockton
California
$329K – – –
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$313K +$312K +5,706 New
EAM
58
Evanson Asset Management
California
$309K – – –
MHS
59
M Holdings Securities
Oregon
$299K +$298K +5,451 New
AP
60
Atwood & Palmer
Missouri
$292K -$59.6K -1,092 -17%
LWA
61
LWS Wealth Advisors
New Jersey
$291K +$11.8K +217 +4%
GAM
62
Gould Asset Management
California
$286K -$78.9K -1,445 -22%
CM
63
Columbus Macro
Pennsylvania
$264K – – –
EM
64
Excalibur Management
Massachusetts
$262K – – –
MCG
65
McCollum Christoferson Group
New York
$237K – – –
BWA
66
Beam Wealth Advisors
Louisiana
$236K -$11.4K -208 -5%
MIS
67
Morningstar Investment Services
Illinois
$229K +$9.34K +171 +4%
PCP
68
Proficio Capital Partners
Massachusetts
$225K +$224K +4,105 New
BFO
69
Boston Family Office
Massachusetts
$214K – – –
SPC
70
Sigma Planning Corp
Michigan
$204K +$655 +12 +0.3%
EVM
71
Eaton Vance Management
Massachusetts
$192K +$191K +3,500 New
PP
72
PrairieView Partners
Minnesota
$184K – – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$144K – – –
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$142K +$41K +750 +41%
DI
75
Disciplined Investments
Oklahoma
$136K – – –
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.