PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
110 hedge funds and large institutions have $608M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
29% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 31
17% more capital invested
Capital invested by funds: $519M → $608M (+$89.5M)
4% more funds holding
Funds holding: 106 → 110 (+4)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.05% less ownership
Funds ownership: 62.34% → 61.3% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$57.2M |
| 2 |
Morgan Stanley
New York
|
+$13.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$12.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$10.3M |
| 5 |
CPFP
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
+$9.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$36.6M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$13.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.89M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$881K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$450K |
STPZ Hedge Fund Activity: Q2 2021 in Review
110 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2021, worth a combined $608M — up 17% from $519M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new STPZ positions and 7 closed out — a net gain of 4 holders — while 40 added to existing stakes and 31 trimmed.
The largest buyer was Jane Street, adding an estimated $57.2M. The largest seller was Ferguson Shapiro, cutting an estimated $36.6M.
- 110 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2021, up from 106 in Q1 2021.
- Funds reported $608M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2021, up 17% quarter-over-quarter.
- 11 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2021 and 7 closed out, a net change of +4 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2021 was Jane Street, an estimated $57.2M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2021 was Ferguson Shapiro, an estimated $36.6M sold.
Based on aggregated 13F filings for Q2 2021.