STPZ icon

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

Overview Fund Activity

98 hedge funds and large institutions have $916M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
2.62%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
18
Increased
25
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
1
Suntrust Banks
Georgia
$225M
2
TCT
2
TIAA CREF Trust
Missouri
$82.6M
3
VA
3
Valmark Advisers
Ohio
$141M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$48.1M
5
MIS
5
Morningstar Investment Services
Illinois
$48.3M

Top Sellers

1
CC
1
Curian Capital
Colorado
$4.33M
2
RBCM
2
Raub Brock Capital Management
California
$0
3
AIM
3
Allen Investment Management
New York
$971K
4
Bank of America
4
Bank of America
North Carolina
$24.3M
5
LPL Financial
5
LPL Financial
California
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
UFA
76
US Financial Advisors
Massachusetts
$133K 2,565 +2,565 New
AA
77
Advisory Alpha
Michigan
$123K 2,375 +720 +44%
NPC
78
National Planning Corporation
California
$119K 2,301 +2,301 New
KA
79
Klingman & Associates
New York
$116K 2,250 +2,250 New
Citigroup
80
Citigroup
New York
$115K 2,227 -321 -13%
FMII
81
Farmers & Merchants Investments Inc
Nebraska
$92K 1,775 – –
MIM
82
Macroview Investment Management
Maryland
$52K 1,000 -225 -18%
PMFA
83
Plante Moran Financial Advisors
Michigan
$25K 475 +475 New
LNB
84
Ledyard National Bank
$23K 449 -6,800 -94%
DADC
85
D.A. Davidson & Co
Montana
$20K 400 – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$17K 324 -2,651 -89%
PG
87
Patten Group
Tennessee
$17K 320 +320 New
ICM
88
ICC Capital Management
Florida
$16K 300 – –
HDIM
89
Hanson & Doremus Investment Management
Vermont
$16K 300 – –
ST
90
Smithfield Trust
Pennsylvania
$8K 155 – –
PIA
91
Peachtree Investment Advisors
Georgia
$7K 130 – –
SA
92
SRH Advisors
Kansas
$6K 115 – –
PSUF
93
People's United Financial
Connecticut
$3K 55 – –
AIG
94
American International Group
New York
$1.35K 26 +26 New
WA
95
WFG Advisors
Texas
$1K 19 – –
CP
96
Corbenic Partners
Pennsylvania
$1K 27 +27 New
BRWA
97
B. Riley Wealth Advisors
Florida
$38 728 +728 New
RBCM
98
Raub Brock Capital Management
California
– – -131,080 Closed
AL
99
Aspiriant LLC
California
– – -9,061 Closed
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
– – -8,902 Closed
1 2 3
4
5