PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
88 hedge funds and large institutions have $738M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 9 closing their positions.
16% more capital invested
Capital invested by funds: $639M → $738M (+$99.6M)
3.35% more ownership
Funds ownership: 58.75% → 62.1% (+3.4%)
3% less funds holding
Funds holding: 91 → 88 (-3)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
30% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$109M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$13.7M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$7.07M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$5.21M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$27.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.92M |
| 3 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$5.17M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.32M |
| 5 |
BOS
Bank of Stockton
Stockton,
California
|
-$1.4M |
STPZ Hedge Fund Activity: Q2 2015 in Review
88 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2015, worth a combined $738M — up 16% from $639M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of STPZ and 7 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 23 added.
The largest buyer was Morgan Stanley, adding an estimated $109M. The largest seller was Suntrust Banks, cutting an estimated $27.9M.
- 88 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2015, down from 91 in Q1 2015.
- Funds reported $738M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2015, up 16% quarter-over-quarter.
- 7 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2015 and 9 closed out, a net change of -2 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2015 was Morgan Stanley, an estimated $109M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2015 was Suntrust Banks, an estimated $27.9M sold.
Based on aggregated 13F filings for Q2 2015.