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

110 hedge funds and large institutions have $608M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 31

17% more capital invested

Capital invested by funds: $519M → $608M (+$89.5M)

4% more funds holding

Funds holding: 106 → 110 (+4)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.05% less ownership

Funds ownership: 62.34% → 61.3% (-1%)

Holders
110
Holders Change
+4
Holders Change %
+3.77%
% of All Funds
1.91%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
11
Increased
40
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$57.2M
2
Morgan Stanley
Morgan Stanley
New York
+$13.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$12.6M
4
Bank of America
Bank of America
North Carolina
+$10.3M
5
CPFP
Clear Perspectives Financial Planning
Ohio
+$9.66M

Top Sellers

Rank Fund Capital Flow
1
FS
Ferguson Shapiro
Georgia
-$36.6M
2
Truist Financial
Truist Financial
North Carolina
-$13.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.89M
4
PAG
Private Advisor Group
New Jersey
-$881K
5
BCI
Brinker Capital Investments
Pennsylvania
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
101
Sargent Bickham Lagudis
Colorado
$15K – – –
TFS
102
TrustCore Financial Services
Tennessee
$11K – – –
AssetMark Inc
103
AssetMark Inc
California
$11K +$10.9K +198 New
ZB
104
Zions Bancorporation
Utah
$10K – – –
DTIM
105
Danda Trouve Investment Management
Kansas
$10K +$110 +2 +1%
RCM
106
Rain Capital Management
Oregon
$10K +$110 +2 +1%
First Manhattan
107
First Manhattan
New York
$6K – – –
HI
108
Harbour Investments
Wisconsin
$5K – – –
VCM
109
Versant Capital Management
Arizona
$4K – – –
GI
110
Gradient Investments
Minnesota
$1K – – –
MHS
111
M Holdings Securities
Oregon
– -$299K -5,451 Closed
SFS
112
Sowell Financial Services
Arkansas
– -$107K -1,945 Closed
FEG
113
Financial Enhancement Group
Indiana
– -$102K -1,869 Closed
AIC
114
Ameritas Investment Company
Nebraska
– -$66.8K -1,219 Closed
TCWM
115
Total Clarity Wealth Management
Illinois
– -$65K -1,190 Closed
ACM
116
Allred Capital Management
Texas
– -$4.57K -83 Closed
1 2 3 4
5

STPZ Hedge Fund Activity: Q2 2021 in Review

110 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2021, worth a combined $608M — up 17% from $519M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new STPZ positions and 7 closed out — a net gain of 4 holders — while 40 added to existing stakes and 31 trimmed.

The largest buyer was Jane Street, adding an estimated $57.2M. The largest seller was Ferguson Shapiro, cutting an estimated $36.6M.

  • 110 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2021, up from 106 in Q1 2021.
  • Funds reported $608M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2021, up 17% quarter-over-quarter.
  • 11 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2021 and 7 closed out, a net change of +4 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2021 was Jane Street, an estimated $57.2M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2021 was Ferguson Shapiro, an estimated $36.6M sold.

Based on aggregated 13F filings for Q2 2021.