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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$146K – – –
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$143K – – –
DI
103
Disciplined Investments
Oklahoma
$137K – – –
PP
104
PrairieView Partners
Minnesota
$110K -$75.4K -1,369 -41%
PB
105
Pinnacle Bancorp
Nebraska
$58K +$57.9K +1,051 New
PO
106
Private Ocean
California
$55K +$55.1K +1,000 New
PA
107
Parallel Advisors
California
$51K – – –
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$45K +$55 +1 +0.1%
MCC
109
Money Concepts Capital
Florida
$42K +$42.2K +765 New
William Blair & Company
110
William Blair & Company
Illinois
$36K – – –
PGAM
111
Princeton Global Asset Management
New Jersey
$32K – – –
US Bancorp
112
US Bancorp
Minnesota
$31K -$46.6K -845 -61%
ST
113
Smithfield Trust
Pennsylvania
$31K – – –
HI
114
Harbour Investments
Wisconsin
$27K +$7.55K +137 +39%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$26K +$3.03K +55 +13%
FWM
116
Focused Wealth Management
New York
$25K – – –
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$25K +$25.4K +461 New
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.1K – – –
BlackRock
119
BlackRock
New York
$20K -$2.26K -41 -10%
AA
120
Ancora Advisors
Ohio
$16K – – –
MFAM
121
M Financial Asset Management
Oregon
$15K -$2.31K -42 -14%
SBL
122
Sargent Bickham Lagudis
Colorado
$15K – – –
MHR
123
Matthew Hamilton Rosenberg
$14K +$13.9K +253 New
EWM
124
Evermay Wealth Management
Virginia
$13K +$13K +235 New
TFS
125
TrustCore Financial Services
Tennessee
$11K – – –
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.