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

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: 110 → 124 (+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: 5 → 4 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$15.1M
2
EF
Empowered Funds
Pennsylvania
+$11.9M
3
Morgan Stanley
Morgan Stanley
New York
+$8.11M
4
UBS Group
UBS Group
Switzerland
+$7.75M
5
AIC
Ameritas Investment Company
Nebraska
+$7.21M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$61.5M
2
FS
Ferguson Shapiro
Georgia
-$5.45M
3
US Bancorp
US Bancorp
Minnesota
-$2.72M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.37M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
76
Evanson Asset Management
California
$311K +$605 +11 +0.2%
BWM
77
Birchcreek Wealth Management
Ohio
$302K +$95.9K +1,742 +46%
AP
78
Atwood & Palmer
Missouri
$291K – – –
LWA
79
LWS Wealth Advisors
New Jersey
$281K -$12K -218 -4%
EM
80
Excalibur Management
Massachusetts
$278K +$16.5K +300 +6%
BOS
81
Bank of Stockton
California
$274K – – –
CM
82
Columbus Macro
Pennsylvania
$264K – – –
TCA
83
Transcend Capital Advisors
New Jersey
$263K +$262K +4,752 New
TCWM
84
Total Clarity Wealth Management
Illinois
$258K +$259K +4,706 New
GAM
85
Gould Asset Management
California
$253K -$9.36K -170 -4%
IA
86
IFP Advisors
Florida
$243K +$243K +4,423 New
MIS
87
Morningstar Investment Services
Illinois
$242K – – –
PCP
88
Proficio Capital Partners
Massachusetts
$221K – – –
BPA
89
Beacon Pointe Advisors
California
$219K +$220K +3,996 New
BFO
90
Boston Family Office
Massachusetts
$215K – – –
VCM
91
Vivaldi Capital Management
Illinois
$211K – – –
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$208K +3,770 New
MCG
93
McCollum Christoferson Group
New York
$202K – – –
EVM
94
Eaton Vance Management
Massachusetts
$192K – – –
PP
95
PrairieView Partners
Minnesota
$184K – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$144K – – –
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$142K – – –
DI
98
Disciplined Investments
Oklahoma
$136K – – –
SWM
99
Spire Wealth Management
Virginia
$93K +$50.6K +920 +119%
US Bancorp
100
US Bancorp
Minnesota
$76K -$2.72M -49,429 -97%
2 3
4
5 6

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.