PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
80 hedge funds and large institutions have $767M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 19 closing their positions.
0% less capital invested
Capital invested by funds: $768M → $767M (-$1.1M)
1.54% less ownership
Funds ownership: 58.91% → 57.37% (-1.5%)
10% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 29
14% less funds holding
Funds holding: 93 → 80 (-13)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
68% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$14.5M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$12.1M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$7.88M |
| 4 |
CC
Curian Capital
Denver,
Colorado
|
+$7.87M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11.3M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$10.6M |
| 3 |
DSN
D. Scott Neal
Lexington,
Kentucky
|
-$8.21M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$6.91M |
| 5 |
Jane Street
New York
|
-$6.85M |
STPZ Hedge Fund Activity: Q2 2014 in Review
80 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2014, worth a combined $767M — down 0.14% from $768M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of STPZ and 6 opened new positions — a net loss of 13 holders — while 29 trimmed existing stakes and 26 added.
The largest buyer was TIAA CREF Trust, adding an estimated $14.5M. The largest seller was Royal Bank of Canada, cutting an estimated $11.3M.
- 80 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2014, down from 93 in Q1 2014.
- Funds reported $767M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2014, down 0.14% quarter-over-quarter.
- 6 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2014 and 19 closed out, a net change of -13 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2014 was TIAA CREF Trust, an estimated $14.5M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2014 was Royal Bank of Canada, an estimated $11.3M sold.
Based on aggregated 13F filings for Q2 2014.