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PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
STPZ
148 hedge funds and large institutions have $981M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
17% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 41
12% more capital invested
Capital invested by funds: $876M → $981M (+$106M)
11% more funds holding
Funds holding: 133 → 148 (+15)
2.94% more ownership
Funds ownership: 65.11% → 68.05% (+2.9%)
Holders
148
Holders Change
+15
Holders Change %
+11.28%
% of All Funds
2.33%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
28
Increased
48
Reduced
41
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$42.2M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$16.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.53M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$7.18M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$6.95M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OWA
151
One Wealth Advisors
San Francisco,
California
| – | -$310K | -5,620 | Closed |
|
|
TCA
152
Transcend Capital Advisors
Madison,
New Jersey
| – | -$260K | -4,705 | Closed |
|
|
MIS
153
Morningstar Investment Services
Chicago,
Illinois
| – | -$247K | -4,475 | Closed |
|
|
SWA
154
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$231K | -4,179 | Closed |
|
|
PCP
155
Proficio Capital Partners
Newton,
Massachusetts
| – | -$214K | -3,870 | Closed |
|
|
OMC
156
Old Mission Capital
Chicago,
Illinois
| – | -$202K | -3,666 | Closed |
|
|
EVM
157
Eaton Vance Management
Boston,
Massachusetts
| – | -$193K | -3,500 | Closed |
|
158
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$25K | -461 | Closed |
|
|
GWS
159
Glassman Wealth Services
Vienna,
Virginia
| – | -$6K | -112 | Closed |
|