STPZ icon

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

Overview Fund Activity

132 hedge funds and large institutions have $526M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 72 reducing their positions, and 23 closing their positions.

Holders
132
Holders Change
-15
Holders Change %
-10.2%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
31
Reduced
72
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$19.5M
2
SFS
2
Sowell Financial Services
Arkansas
$16.4M
3
FTUS
3
Flow Traders U.S.
New York
$3M
4
FPAS
4
Focus Partners Advisor Solutions
Missouri
$3.84M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.34M

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$0
2
Bank of America
2
Bank of America
North Carolina
$76.8M
3
BPA
3
Beacon Pointe Advisors
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$82.7M
5
AGA
5
Arkos Global Advisors
Texas
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
EW
126
Element Wealth
Mississippi
$4.13K 82 +82 New
Fidelity Investments
127
Fidelity Investments
Massachusetts
$3.97K 79 +3 +4%
TRCT
128
Tower Research Capital (TRC)
New York
$3.87K 77 -48 -38%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$1.51K 30 +30 New
FA
130
Fiduciary Alliance
South Carolina
$654 13 +13 New
RFA
131
Register Financial Advisors
Georgia
$252 5 – –
FGAM
132
Financial Gravity Asset Management
Texas
$210 4,184 -150 -3%
AAS
133
Ameritas Advisory Services
Nebraska
– – -763,365 Closed
BPA
134
Beacon Pointe Advisors
California
– – -157,610 Closed
ES
135
Eagle Strategies
New York
– – -105,788 Closed
SW
136
SVB Wealth
Massachusetts
– – -41,450 Closed
CW
137
CreativeOne Wealth
Kansas
– – -17,180 Closed
FCA
138
Fortis Capital Advisors
Kansas
– – -16,490 Closed
BAM
139
Belpointe Asset Management
Nevada
– – -16,490 Closed
MAP
140
Milestone Advisory Partners
North Carolina
– – -9,030 Closed
IA
141
IFG Advisory
Georgia
– – -8,020 Closed
PCWA
142
Pacific Capital Wealth Advisors
California
– – -7,390 Closed
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
– – -7,078 Closed
PI
144
PFG Investments
New York
– – -6,616 Closed
SI
145
Saxon Interests
Texas
– – -6,318 Closed
MA
146
Mutual Advisors
Nebraska
– – -6,253 Closed
MHS
147
M Holdings Securities
Oregon
– – -5,611 Closed
DI
148
Disciplined Investments
Oklahoma
– – -2,485 Closed
PA
149
Parallel Advisors
California
– – -921 Closed
ASN
150
Advisory Services Network
Georgia
– – -327 Closed
3 4 5
6
7