STPZ icon

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

Overview Fund Activity

98 hedge funds and large institutions have $916M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
2.62%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
18
Increased
25
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$18.5M
2
SB
2
Suntrust Banks
Georgia
$225M
3
TCT
3
TIAA CREF Trust
Missouri
$82.6M
4
VA
4
Valmark Advisers
Ohio
$141M
5
F
5
FutureAdvisor
California
$5.56M

Top Sellers

1
CC
1
Curian Capital
Colorado
$4.33M
2
RBCM
2
Raub Brock Capital Management
California
$0
3
AIM
3
Allen Investment Management
New York
$971K
4
Bank of America
4
Bank of America
North Carolina
$24.3M
5
LPL Financial
5
LPL Financial
California
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
1
Suntrust Banks
Georgia
$225M 4,344,389 +330,606 +8%
VA
2
Valmark Advisers
Ohio
$141M 2,724,283 +202,592 +8%
TCT
3
TIAA CREF Trust
Missouri
$82.6M 1,596,208 +264,826 +20%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$55.8M 1,079,379 -38,250 -3%
MIS
5
Morningstar Investment Services
Illinois
$48.3M 933,051 +65,228 +8%
Allianz Asset Management
6
Allianz Asset Management
Germany
$48.1M 929,199 +97,171 +12%
DWM
7
Destination Wealth Management
California
$37.1M 716,247 -30,653 -4%
Wells Fargo
8
Wells Fargo
California
$33M 637,234 -29,073 -4%
LPL Financial
9
LPL Financial
California
$25.1M 485,458 -63,053 -11%
Bank of America
10
Bank of America
North Carolina
$24.3M 469,022 -66,128 -12%
SEI Investments
11
SEI Investments
Pennsylvania
$18.5M 357,140 +357,140 New
Morgan Stanley
12
Morgan Stanley
New York
$12.7M 246,383 -48,571 -16%
BCI
13
Brinker Capital Investments
Pennsylvania
$12.5M 241,927 +10,447 +5%
FT
14
Fiduciary Trust
Massachusetts
$11.9M 230,061 -3,342 -1%
PA
15
Parkside Advisors
California
$11.5M 221,370 -147 -0.1%
TCM
16
Twele Capital Management
Minnesota
$11M 213,420 – –
PA
17
Planning Alternatives
Michigan
$8.69M 167,902 -5,116 -3%
MFP
18
Mosaic Financial Partners
California
$7.67M 148,206 -5,073 -3%
GA
19
Gateway Advisory
New Jersey
$7.11M 137,470 -2,338 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.74M 130,218 +5,439 +4%
DOA
21
D'Orazio & Associates
Virginia
$5.69M 109,980 +5,640 +5%
LYV
22
Live Your Vision
Pennsylvania
$5.64M 108,884 -18,254 -14%
F
23
FutureAdvisor
California
$5.56M 107,086 +107,086 New
AIA
24
Arbor Investment Advisors
North Carolina
$5.33M 103,101 -8,423 -8%
CMP
25
Courage Miller Partners
Virginia
$4.82M 93,123 -302 -0.3%
1
2 3 4 5