We are live on ! Find out more
STPZ icon

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
FWM
126
Focused Wealth Management
New York
$23.4K +$50 +1 +0.2%
PB
127
Pinnacle Bancorp
Nebraska
$23.2K – – –
IGWM
128
ICA Group Wealth Management
Colorado
$18.5K – – –
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$16.9K -$1.96M -39,018 -11%
ASN
130
Advisory Services Network
Georgia
$16.7K – – –
NA
131
NewEdge Advisors
Louisiana
$14.3K -$22.6K -450 -62%
MHR
132
Matthew Hamilton Rosenberg
$9.34K – – –
ME
133
McIlrath & Eck
Washington
$9.06K -$4.42K -88 -33%
SIM
134
Studio Investment Management
Illinois
$8.88K – – –
BlackRock
135
BlackRock
New York
$8.12K -$955 -19 -11%
GFWA
136
Grey Fox Wealth Advisors
Delaware
$7.4K – – –
TRCT
137
Tower Research Capital (TRC)
New York
$6K -$3.87K -77 -38%
First Manhattan
138
First Manhattan
New York
$5.77K – – –
HCM
139
Hollencrest Capital Management
California
$4.59K – – –
CIA
140
Cape Investment Advisory
Georgia
$4.53K +$4.47K +89 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$3.88K +$3.72K +74 +3,700%
Allianz Asset Management
142
Allianz Asset Management
Germany
$1.23K – – –
AIP
143
Ahrens Investment Partners
Louisiana
$306 +$302 +6 New
RFA
144
Register Financial Advisors
Georgia
$255 +$251 +5 New
FGAM
145
Financial Gravity Asset Management
Texas
$225 +$218K +4,334 New
WP
146
WealthPLAN Partners
Nebraska
$204 +$201 +4 New
Citigroup
147
Citigroup
New York
$153 +$151 +3 New
ACG
148
Allen Capital Group
Nebraska
– -$6.23M -124,862 Closed
Goldman Sachs
149
Goldman Sachs
New York
– -$2.28M -45,634 Closed
FEM
150
Fulcrum Equity Management
Texas
– -$773K -15,496 Closed
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.