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

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.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 25

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

35% more capital invested

Capital invested by funds: $647M → $876M (+$229M)

7% more funds holding

Funds holding: 124 → 133 (+9)

5.61% more ownership

Funds ownership: 59.5% → 65.11% (+5.6%)

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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$47.8M
2
AWS
AJ Wealth Strategies
New York
+$41.4M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$25.9M
4
Bank of America
Bank of America
North Carolina
+$23.4M
5
UBS Group
UBS Group
Switzerland
+$22.1M

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$11.8M
2
HHRDM
H&H Retirement Design & Management
Nevada
-$5.95M
3
PAG
Private Advisor Group
New Jersey
-$5.91M
4
FTUS
Flow Traders U.S.
New York
-$4.04M
5
Jane Street
Jane Street
New York
-$4.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
76
Strategic Blueprint
Georgia
$356K -$7.72K -140 -2%
SI
77
Saxon Interests
Texas
$347K +$348K +6,318 New
BP
78
Ballentine Partners
Massachusetts
$344K – – –
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$342K -$7.72K -140 -2%
OWA
80
One Wealth Advisors
California
$310K +$310K +5,620 New
IHL
81
Investment House LLC
California
$294K +$294K +5,328 New
AP
82
Atwood & Palmer
Missouri
$292K – – –
LWA
83
LWS Wealth Advisors
New Jersey
$283K +$551 +10 +0.2%
TCWM
84
Total Clarity Wealth Management
Illinois
$282K +$22K +400 +8%
OCM
85
One Capital Management
California
$278K +$278K +5,045 New
EM
86
Excalibur Management
Massachusetts
$277K -$2.76K -50 -1%
BOS
87
Bank of Stockton
California
$276K – – –
CM
88
Columbus Macro
Pennsylvania
$266K – – –
TCA
89
Transcend Capital Advisors
New Jersey
$260K -$2.59K -47 -1%
GAM
90
Gould Asset Management
California
$252K -$2.48K -45 -1%
MIS
91
Morningstar Investment Services
Illinois
$247K +$2.87K +52 +1%
SWA
92
Stratos Wealth Advisors
Ohio
$231K +$230K +4,179 New
CIAS
93
CFS Investment Advisory Services
New Jersey
$224K +$225K +4,091 New
BFO
94
Boston Family Office
Massachusetts
$216K – – –
PCP
95
Proficio Capital Partners
Massachusetts
$214K -$8.98K -163 -4%
MCG
96
McCollum Christoferson Group
New York
$204K – – –
OMC
97
Old Mission Capital
Illinois
$202K -$2.05M -37,217 -91%
EVM
98
Eaton Vance Management
Massachusetts
$193K – – –
SWM
99
Spire Wealth Management
Virginia
$179K +$85.8K +1,557 +92%
NFSG
100
Newbridge Financial Services Group
Florida
$154K +$153K +2,785 New
2 3
4
5 6

STPZ Hedge Fund Activity: Q4 2021 in Review

133 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q4 2021, worth a combined $876M — up 35% from $647M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new STPZ positions and 12 closed out — a net gain of 11 holders — while 57 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $47.8M. The largest seller was Empowered Funds, exiting entirely with an estimated $11.8M sold.

  • 133 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2021, up from 124 in Q3 2021.
  • Funds reported $876M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q4 2021, up 35% quarter-over-quarter.
  • 23 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q4 2021 and 12 closed out, a net change of +11 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q4 2021 was Morgan Stanley, an estimated $47.8M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q4 2021 was Empowered Funds, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2021.