PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
97 hedge funds and large institutions have $711M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 42 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
10% more funds holding
Funds holding: 88 → 97 (+9)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.81% less ownership
Funds ownership: 62.1% → 61.29% (-0.81%)
4% less capital invested
Capital invested by funds: $738M → $711M (-$26.6M)
52% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$9.76M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.33M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$5.54M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$5.33M |
| 5 |
Jane Street
New York
|
+$4.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$10.7M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$8.44M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
-$7.71M |
| 4 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$6.14M |
| 5 |
LPL Financial
San Diego,
California
|
-$5.86M |
STPZ Hedge Fund Activity: Q3 2015 in Review
97 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2015, worth a combined $711M — down 3.6% from $738M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new STPZ positions and 6 closed out — a net gain of 9 holders — while 20 added to existing stakes and 42 trimmed.
The largest buyer was TIAA CREF Trust, adding an estimated $9.76M. The largest seller was Suntrust Banks, cutting an estimated $10.7M.
- 97 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2015, up from 88 in Q2 2015.
- Funds reported $711M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2015, down 3.6% quarter-over-quarter.
- 15 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2015 and 6 closed out, a net change of +9 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2015 was TIAA CREF Trust, an estimated $9.76M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2015 was Suntrust Banks, an estimated $10.7M sold.
Based on aggregated 13F filings for Q3 2015.