PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
96 hedge funds and large institutions have $900M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 1 closing their positions.
1,800% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 1
38% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 26
20% more funds holding
Funds holding: 80 → 96 (+16)
17% more capital invested
Capital invested by funds: $767M → $900M (+$133M)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
6.66% more ownership
Funds ownership: 57.37% → 64.03% (+6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$57.1M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$44.2M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$24.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.7M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$9.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$19.8M |
| 2 |
TCM
Twele Capital Management
Minnetonka,
Minnesota
|
-$3.87M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
-$2.76M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.07M |
| 5 |
MFP
Mosaic Financial Partners
San Francisco,
California
|
-$1.19M |
STPZ Hedge Fund Activity: Q3 2014 in Review
96 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2014, worth a combined $900M — up 17% from $767M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new STPZ positions and 1 closed out — a net gain of 18 holders — while 36 added to existing stakes and 26 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $57.1M. The largest seller was Suntrust Banks, cutting an estimated $19.8M.
- 96 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2014, up from 80 in Q2 2014.
- Funds reported $900M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2014, up 17% quarter-over-quarter.
- 19 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2014 and 1 closed out, a net change of +18 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2014 was Envestnet Asset Management, an estimated $57.1M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2014 was Suntrust Banks, an estimated $19.8M sold.
Based on aggregated 13F filings for Q3 2014.