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

124 hedge funds and large institutions have $647M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

13% more funds holding

Funds holding: 110124 (+14)

6% more capital invested

Capital invested by funds: $608M → $647M (+$38.9M)

1.8% less ownership

Funds ownership: 61.3%59.5% (-1.8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
124
Holders Change
+14
Holders Change %
+12.73%
% of All Funds
2.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
21
Increased
42
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
51
Beam Wealth Advisors
Louisiana
$1.41M +$645K +11,711 +83%
5L
52
55I LLC
Massachusetts
$1.35M +$1.36M +24,620 New
SPIA
53
Steward Partners Investment Advisory
New York
$1.34M -$98K -1,780 -7%
QA
54
Quantitative Advantage
Minnesota
$1.28M -$120K -2,173 -9%
SFM
55
Signet Financial Management
New Jersey
$1.13M -$25.2K -457 -2%
FT
56
Fiduciary Trust
Massachusetts
$1.07M +$171K +3,100 +19%
FLPIM
57
F.L. Putnam Investment Management
Massachusetts
$893K -$29.6K -537 -3%
OPS
58
Orion Portfolio Solutions
Nebraska
$791K -$99K -1,799 -11%
TPCW
59
TD Private Client Wealth
New York
$764K +$143K +2,604 +23%
CMP
60
Courage Miller Partners
Virginia
$685K -$58K -1,053 -8%
RCAG
61
Rehmann Capital Advisory Group
Michigan
$680K
AGA
62
Arkos Global Advisors
Texas
$659K +$54.7K +994 +9%
CW
63
CreativeOne Wealth
Kansas
$598K +$321K +5,839 New
DWM
64
Destination Wealth Management
California
$594K -$145K -2,635 -20%
PA
65
PFG Advisors
Arizona
$585K +$140K +2,547 +31%
OCM
66
Orser Capital Management
Texas
$583K
AIA
67
Arbor Investment Advisors
North Carolina
$534K +$2.75K +50 +0.5%
MML Investors Services
68
MML Investors Services
Massachusetts
$523K +$151K +2,743 +40%
CAG
69
Csenge Advisory Group
Florida
$523K +$526K +9,554 New
DCM
70
Dimension Capital Management
Florida
$516K
HighTower Advisors
71
HighTower Advisors
Illinois
$497K -$5.39K -98 -1%
SB
72
Strategic Blueprint
Georgia
$362K -$24.6K -447 -6%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$348K
BP
74
Ballentine Partners
Massachusetts
$342K
OWM
75
OneAscent Wealth Management
Alabama
$325K +$326K +5,923 New

STPZ Hedge Fund Activity: Q3 2021 in Review

124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2021, worth a combined $647M — up 6.4% from $608M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new STPZ positions and 7 closed out — a net gain of 14 holders — while 42 added to existing stakes and 28 trimmed.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $15.1M. The largest seller was Jane Street, cutting an estimated $61.5M.

  • 124 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2021, up from 110 in Q2 2021.
  • Funds reported $647M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2021, up 6.4% quarter-over-quarter.
  • 21 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2021 and 7 closed out, a net change of +14 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2021 was Bank of Nova Scotia, an estimated $15.1M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2021 was Jane Street, an estimated $61.5M sold.

Based on aggregated 13F filings for Q3 2021.