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.
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
Top Buyers
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.67M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2.66M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.62M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$347K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$241K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$5.06M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$4.08M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.69M |
| 4 |
Jane Street
New York
|
-$2.54M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
101
Geneos Wealth Management
Englewood,
Colorado
| – | -$15K | -300 | Closed |
|
|
PFGIA
102
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$16K | -300 | Closed |
|
|
DWM
103
Doyle Wealth Management
St. Petersburg,
Florida
| – | -$10K | -186 | Closed |
|
104
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9K | -166 | Closed |
|
|
VCM
105
Vigilant Capital Management
Portland,
Maine
| – | -$5K | -100 | Closed |
|
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.