PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
90 hedge funds and large institutions have $662M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 38 reducing their positions, and 15 closing their positions.
0.24% more ownership
Funds ownership: 61.29% → 61.53% (+0.24%)
7% less capital invested
Capital invested by funds: $711M → $662M (-$49.8M)
7% less funds holding
Funds holding: 97 → 90 (-7)
40% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 15
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
50% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
+$18M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.4M |
| 3 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$8.51M |
| 4 |
BlackRock
New York
|
+$6.65M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$6.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$29M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$18.6M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$13.3M |
| 4 |
Morgan Stanley
New York
|
-$11.4M |
| 5 |
Jane Street
New York
|
-$5.96M |
STPZ Hedge Fund Activity: Q4 2015 in Review
90 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q4 2015, worth a combined $662M — down 7% from $711M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of STPZ and 9 opened new positions — a net loss of 6 holders — while 38 trimmed existing stakes and 19 added.
The largest buyer was Zions Bancorporation, opening a new position worth an estimated $18M. The largest seller was Valmark Advisers, cutting an estimated $29M.
- 90 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2015, down from 97 in Q3 2015.
- Funds reported $662M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q4 2015, down 7% quarter-over-quarter.
- 9 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q4 2015 and 15 closed out, a net change of -6 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q4 2015 was Zions Bancorporation, an estimated $18M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q4 2015 was Valmark Advisers, an estimated $29M sold.
Based on aggregated 13F filings for Q4 2015.