STPZ icon

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

Overview Fund Activity

133 hedge funds and large institutions have $876M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 12 closing their positions.

Holders
133
Holders Change
+9
Holders Change %
+7.26%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
57
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$165M
2
AWS
2
AJ Wealth Strategies
New York
$43.1M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$41M
4
Bank of America
4
Bank of America
North Carolina
$70.3M
5
UBS Group
5
UBS Group
Switzerland
$44.2M

Top Sellers

1
EF
1
Empowered Funds
Pennsylvania
$0
2
HHRDM
2
H&H Retirement Design & Management
Nevada
$721K
3
PAG
3
Private Advisor Group
New Jersey
$9.7M
4
Jane Street
4
Jane Street
New York
$2.71M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
PFG Advisors
Arizona
$1.48M 26,753 +16,096 +151%
FAIM
52
Financial Advocates Investment Management
Washington
$1.3M 23,507 +23,507 New
QA
53
Quantitative Advantage
Minnesota
$1.24M 22,529 -769 -3%
SFM
54
Signet Financial Management
New Jersey
$1.12M 20,346 -199 -1%
GIA
55
Gladstone Institutional Advisory
Florida
$1.09M 19,811 +19,811 New
FT
56
Fiduciary Trust
Massachusetts
$1.06M 19,254 -318 -2%
MML Investors Services
57
MML Investors Services
Massachusetts
$968K 17,538 +8,004 +84%
AIA
58
Arbor Investment Advisors
North Carolina
$904K 16,383 +6,641 +68%
FLPIM
59
F.L. Putnam Investment Management
Massachusetts
$845K 15,305 -981 -6%
TPCW
60
TD Private Client Wealth
New York
$829K 15,019 +1,084 +8%
ES
61
Eagle Strategies
New York
$785K 14,223 +14,223 New
AGA
62
Arkos Global Advisors
Texas
$738K 13,376 +1,366 +11%
OPS
63
Orion Portfolio Solutions
Nebraska
$728K 13,190 -1,220 -8%
HHRDM
64
H&H Retirement Design & Management
Nevada
$721K 13,162 -107,996 -89%
HighTower Advisors
65
HighTower Advisors
Illinois
$709K 12,831 +3,761 +41%
RCAG
66
Rehmann Capital Advisory Group
Michigan
$684K 12,388 – –
DWM
67
Destination Wealth Management
California
$664K 12,033 +1,210 +11%
CMP
68
Courage Miller Partners
Virginia
$653K 11,832 -650 -5%
Citadel Advisors
69
Citadel Advisors
Florida
$640K 11,600 -21,776 -65%
OCM
70
Orser Capital Management
Texas
$586K 10,620 – –
DCM
71
Dimension Capital Management
Florida
$519K 9,398 – –
CW
72
CreativeOne Wealth
Kansas
$507K 9,195 +3,356 +57%
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$402K 7,283 +3,513 +93%
BWM
74
Birchcreek Wealth Management
Ohio
$400K 7,245 +1,738 +32%
EAM
75
Evanson Asset Management
California
$397K 7,191 +1,546 +27%
1 2
3
4 5