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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
First Manhattan
101
First Manhattan
New York
$6K – – –
HI
102
Harbour Investments
Wisconsin
$5K +$4.64K +85 New
ACM
103
Allred Capital Management
Texas
$4.57K +$4.53K +83 New
VCM
104
Versant Capital Management
Arizona
$4K – – –
GI
105
Gradient Investments
Minnesota
$1K – – –
FTUS
106
Flow Traders U.S.
New York
– -$4.54M -83,730 Closed
ONB
107
Old National Bancorp
Indiana
– -$287K -5,298 Closed
KAS
108
Kestra Advisory Services
Texas
– -$279K -5,161 Closed
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
– -$261K -4,811 Closed
JFS
110
JD Financial Services
Pennsylvania
– -$245K -4,523 Closed
LRPA
111
L. Roy Papp & Associates
Arizona
– -$226K -4,172 Closed
NCM
112
New Capital Management
Texas
– -$89K -1,651 Closed
PWPS
113
Pinnacle Wealth Planning Services
Ohio
– -$76K -1,404 Closed
CYG
114
Clean Yield Group
Vermont
– -$5K -91 Closed
Citigroup
115
Citigroup
New York
– -$273 -5 -63%
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.