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

106 hedge funds and large institutions have $519M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

32% more capital invested

Capital invested by funds: $393M → $519M (+$126M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

8% more funds holding

Funds holding: 98 → 106 (+8)

3.28% more ownership

Funds ownership: 59.06% → 62.34% (+3.3%)

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
18
Increased
31
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FS
Ferguson Shapiro
Georgia
+$41.1M
2
Truist Financial
Truist Financial
North Carolina
+$14.7M
3
Ameriprise
Ameriprise
Minnesota
+$10.2M
4
UBS Group
UBS Group
Switzerland
+$10.1M
5
Jane Street
Jane Street
New York
+$9.63M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.6M
2
FTUS
Flow Traders U.S.
New York
-$4.54M
3
PAG
Private Advisor Group
New Jersey
-$1.68M
4
APA
American Portfolios Advisors
New York
-$1.63M
5
KF
Krilogy Financial
Missouri
-$577K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$107K – – –
FEG
77
Financial Enhancement Group
Indiana
$102K – – –
SWM
78
Spire Wealth Management
Virginia
$99K +$98.2K +1,799 New
US Bancorp
79
US Bancorp
Minnesota
$69K -$17.3K -316 -20%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$67K -$29.4K -539 -31%
AIC
81
Ameritas Investment Company
Nebraska
$66.8K +$66.6K +1,219 New
TCWM
82
Total Clarity Wealth Management
Illinois
$65K +$65K +1,190 New
GRP
83
Global Retirement Partners
California
$57K – – –
MFAM
84
M Financial Asset Management
Oregon
$57K – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$55K +$54.6K +1,000 New
William Blair & Company
86
William Blair & Company
Illinois
$51K -$15.6K -286 -23%
PA
87
Parallel Advisors
California
$51K – – –
AA
88
Ancora Advisors
Ohio
$40K – – –
PGAM
89
Princeton Global Asset Management
New Jersey
$32K – – –
BlackRock
90
BlackRock
New York
$31K -$2.68K -49 -8%
ST
91
Smithfield Trust
Pennsylvania
$31K – – –
FWM
92
Focused Wealth Management
New York
$25K – – –
SIM
93
Sonora Investment Management
Arizona
$24K -$6.83K -125 -22%
DOA
94
D'Orazio & Associates
Virginia
$24K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$22K -$55 -1 -0.2%
SBL
96
Sargent Bickham Lagudis
Colorado
$15K – – –
TFS
97
TrustCore Financial Services
Tennessee
$11K – – –
DTIM
98
Danda Trouve Investment Management
Kansas
$10K – – –
ZB
99
Zions Bancorporation
Utah
$10K – – –
RCM
100
Rain Capital Management
Oregon
$10K +$9.94K +182 New
1 2 3
4
5

STPZ Hedge Fund Activity: Q1 2021 in Review

106 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2021, worth a combined $519M — up 32% from $393M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new STPZ positions and 9 closed out — a net gain of 9 holders — while 31 added to existing stakes and 22 trimmed.

The largest buyer was Ferguson Shapiro, adding an estimated $41.1M. The largest seller was Royal Bank of Canada, cutting an estimated $4.6M.

  • 106 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2021, up from 98 in Q4 2020.
  • Funds reported $519M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2021, up 32% quarter-over-quarter.
  • 18 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2021 and 9 closed out, a net change of +9 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2021 was Ferguson Shapiro, an estimated $41.1M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2021 was Royal Bank of Canada, an estimated $4.6M sold.

Based on aggregated 13F filings for Q1 2021.