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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
AP
101
Atwood & Palmer
Missouri
$271K – – –
OWM
102
OneAscent Wealth Management
Alabama
$269K -$84.2K -1,675 -24%
LWA
103
LWS Wealth Advisors
New Jersey
$252K +$503 +10 +0.2%
HighTower Advisors
104
HighTower Advisors
Illinois
$252K +$247K +4,919 New
EM
105
Excalibur Management
Massachusetts
$247K -$3.02K -60 -1%
CM
106
Columbus Macro
Pennsylvania
$246K – – –
BCI
107
Brinker Capital Investments
Pennsylvania
$242K +$245K +4,884 +4%
OPS
108
Orion Portfolio Solutions
Nebraska
$242K +$6.22M +123,795 +2,538%
SFM
109
Signet Financial Management
New Jersey
$233K -$344K -6,835 -60%
Creative Planning
110
Creative Planning
Kansas
$218K +$50 +1 +0%
DC
111
Davenport & Co
Virginia
$213K +$210K +4,178 New
SWM
112
Spire Wealth Management
Virginia
$174K +$19.8K +394 +13%
SIC
113
Salem Investment Counselors
North Carolina
$173K +$170K +3,387 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$153K – – –
DI
115
Disciplined Investments
Oklahoma
$127K – – –
TCM
116
TD Capital Management
Tennessee
$114K +$251 +5 +0.2%
GM
117
GeoWealth Management
Illinois
$104K -$1.34M -26,707 -93%
SMA
118
Sage Mountain Advisors
Georgia
$93.6K -$37.2K -741 -29%
PA
119
Parallel Advisors
California
$47K – – –
RI
120
Ridgewood Investments
New Jersey
$43.3K +$42.6K +847 New
PP
121
PrairieView Partners
Minnesota
$37K – – –
William Blair & Company
122
William Blair & Company
Illinois
$32.9K -$2.87K -57 -8%
PGAM
123
Princeton Global Asset Management
New Jersey
$31.2K +$101 +2 +0.3%
ST
124
Smithfield Trust
Pennsylvania
$29K – – –
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.9K -$1.26K -25 -5%
3 4
5
6 7

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.