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

147 hedge funds and large institutions have $601M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

1.31% more ownership

Funds ownership: 63.12% → 64.43% (+1.3%)

1% more funds holding

Funds holding: 146 → 147 (+1)

11% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 53

15% less capital invested

Capital invested by funds: $710M → $601M (-$110M)

67% less funds holding in top 10

Funds holding in top 10: 9 → 3 (-6)

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
22
Increased
47
Reduced
53
Closed
18
Calls
$5.35M
Puts
–
Net Calls
+$5.35M
Net Calls Change
+$327K

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$17.5M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$12.1M
3
BPA
Beacon Pointe Advisors
California
+$7.92M
4
OPS
Orion Portfolio Solutions
Nebraska
+$6.22M
5
AAS
Ameritas Advisory Services
Nebraska
+$5.38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$49.2M
2
Wells Fargo
Wells Fargo
California
-$16.3M
3
MAP
Milestone Advisory Partners
North Carolina
-$16.3M
4
TF
TIAA FSB
Florida
-$14.9M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$551K -$2.16K -43 -0.4%
LNC
77
Lincoln National Corp
Pennsylvania
$548K +$302K +6,008 +127%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$532K +$167K +3,323 +47%
SG
79
StoneX Group
New York
$523K +$190K +3,779 +58%
CAN
80
Cetera Advisor Networks
California
$506K +$43.1K +858 +9%
KAS
81
Kestra Advisory Services
Texas
$497K -$60.9K -1,212 -11%
DCM
82
Dimension Capital Management
Florida
$480K – – –
DAS
83
Dynamic Advisor Solutions
Arizona
$477K +$470K +9,347 New
MAP
84
Milestone Advisory Partners
North Carolina
$461K -$16.3M -324,659 -97%
VPP
85
Vertex Planning Partners
Illinois
$453K +$446K +8,882 New
SW
86
Signify Wealth
Missouri
$450K +$108K +2,148 +32%
SF
87
Synovus Financial
Georgia
$419K – – –
IA
88
IFG Advisory
Georgia
$409K +$101K +2,000 +33%
PCWA
89
Pacific Capital Wealth Advisors
California
$377K -$503K -10,000 -58%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$361K +$356K +7,078 New
FAIM
91
Financial Advocates Investment Management
Washington
$351K +$346K +6,877 New
OMC
92
Old Mission Capital
Illinois
$351K +$345K +6,872 New
PI
93
PFG Investments
New York
$338K +$332K +6,616 New
SI
94
Saxon Interests
Texas
$322K – – –
EAM
95
Evanson Asset Management
California
$322K – – –
MA
96
Mutual Advisors
Nebraska
$319K -$2.55M -50,768 -89%
DT
97
Diversified Trust
Tennessee
$306K – – –
RIA
98
Regal Investment Advisors
Michigan
$305K +$36.7K +731 +14%
MHS
99
M Holdings Securities
Oregon
$286K +$14.2K +283 +5%
DWA
100
Delap Wealth Advisory
Oregon
$281K +$277K +5,511 New
2 3
4
5 6

STPZ Hedge Fund Activity: Q1 2023 in Review

147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2023, worth a combined $601M — down 15% from $710M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new STPZ positions and 18 closed out — a net gain of 4 holders — while 47 added to existing stakes and 53 trimmed.

The largest buyer was Simplicity Solutions, opening a new position worth an estimated $17.5M. The largest seller was Bank of America, cutting an estimated $49.2M.

  • 147 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2023, up from 146 in Q4 2022.
  • Funds reported $601M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2023, down 15% quarter-over-quarter.
  • 22 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2023 and 18 closed out, a net change of +4 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2023 was Simplicity Solutions, an estimated $17.5M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2023 was Bank of America, an estimated $49.2M sold.

Based on aggregated 13F filings for Q1 2023.