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

91 hedge funds and large institutions have $312M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.09% less ownership

Funds ownership: 43.06% → 42.97% (-0.09%)

3% less capital invested

Capital invested by funds: $322M → $312M (-$10.3M)

10% less funds holding

Funds holding: 101 → 91 (-10)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
91
Holders Change
-10
Holders Change %
-9.9%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
6
Increased
24
Reduced
33
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
Private Advisor Group
New Jersey
+$6.67M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.66M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.62M
4
FTUS
Flow Traders U.S.
New York
+$347K
5
Stifel Financial
Stifel Financial
Missouri
+$241K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.06M
2
TF
TIAA FSB
Florida
-$4.08M
3
CAN
Cetera Advisor Networks
California
-$2.69M
4
Jane Street
Jane Street
New York
-$2.54M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
76
Smithfield Trust
Pennsylvania
$24K – – –
DOA
77
D'Orazio & Associates
Virginia
$23K +$157 +3 +0.7%
VRM
78
Vectors Research Management
New York
$22K +$105 +2 +0.5%
IA
79
IFP Advisors
Florida
$19K +$18.9K +361 New
FAAS
80
First Allied Advisory Services
California
$19K +$19.4K +370 New
SBL
81
Sargent Bickham Lagudis
Colorado
$15K – – –
TFS
82
TrustCore Financial Services
Tennessee
$10K – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$7K +$7.35K +140 New
CYG
84
Clean Yield Group
Vermont
$5K – – –
ASN
85
Advisory Services Network
Georgia
$3K – – –
FHA
86
Flagship Harbor Advisors
Massachusetts
$3K – – –
GI
87
Gradient Investments
Minnesota
$2K -$64.5K -1,229 -97%
PB
88
Pinnacle Bancorp
Nebraska
$2K – – –
TFGT
89
TS Financial Group (TSFG)
Illinois
$1K -$525 -10 -40%
SWP
90
Strategic Wealth Partners
Ohio
$589 -$58.9K -1,122 -9%
CAN
91
Cetera Advisor Networks
California
– -$2.69M -51,208 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
– -$392K -7,441 Closed
Renaissance Technologies
93
Renaissance Technologies
New York
– -$342K -6,500 Closed
DWM
94
Darwin Wealth Management
Florida
– -$234K -4,446 Closed
OFS
95
OneAscent Financial Services
Alabama
– -$231K -4,392 Closed
FANJ
96
Financial Architects (New Jersey)
New Jersey
– -$101K -1,910 Closed
GSWM
97
Golden State Wealth Management
California
– -$85K -1,621 Closed
RCAG
98
Rehmann Capital Advisory Group
Michigan
– -$79.2K -1,506 Closed
Citigroup
99
Citigroup
New York
– -$26K -495 Closed
AWM
100
Avior Wealth Management
Nebraska
– -$24K -454 Closed
1 2 3
4
5

STPZ Hedge Fund Activity: Q3 2019 in Review

91 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2019, worth a combined $312M — down 3.2% from $322M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of STPZ and 6 opened new positions — a net loss of 10 holders — while 33 trimmed existing stakes and 24 added.

The largest buyer was Private Advisor Group, adding an estimated $6.67M. The largest seller was Morgan Stanley, cutting an estimated $5.06M.

  • 91 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2019, down from 101 in Q2 2019.
  • Funds reported $312M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2019, down 3.2% quarter-over-quarter.
  • 6 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2019 and 16 closed out, a net change of -10 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2019 was Private Advisor Group, an estimated $6.67M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2019 was Morgan Stanley, an estimated $5.06M sold.

Based on aggregated 13F filings for Q3 2019.