PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
92 hedge funds and large institutions have $676M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 41 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
2.34% more ownership
Funds ownership: 61.53% → 63.87% (+2.3%)
2% more funds holding
Funds holding: 90 → 92 (+2)
2% more capital invested
Capital invested by funds: $662M → $676M (+$14.3M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
54% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$8.79M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$6.24M |
| 3 |
Jane Street
New York
|
+$5.04M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.67M |
| 5 |
HCM
Horan Capital Management
Hunt Valley,
Maryland
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Twele Capital Management
Minnetonka,
Minnesota
|
-$4.45M |
| 2 |
Morgan Stanley
New York
|
-$3.25M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.05M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
-$2.45M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$1.79M |
STPZ Hedge Fund Activity: Q1 2016 in Review
92 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2016, worth a combined $676M — up 2.2% from $662M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new STPZ positions and 7 closed out — a net gain of 3 holders — while 19 added to existing stakes and 41 trimmed.
The largest buyer was TIAA CREF Trust, adding an estimated $8.79M. The largest seller was Twele Capital Management, cutting an estimated $4.45M.
- 92 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2016, up from 90 in Q4 2015.
- Funds reported $676M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2016, up 2.2% quarter-over-quarter.
- 10 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2016 and 7 closed out, a net change of +3 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2016 was TIAA CREF Trust, an estimated $8.79M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2016 was Twele Capital Management, an estimated $4.45M sold.
Based on aggregated 13F filings for Q1 2016.