PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
90 hedge funds and large institutions have $669M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 12 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
2% less funds holding
Funds holding: 92 → 90 (-2)
13% less capital inflows, than outflows
Capital inflows: $92.1M | Capital outflows: $105M
24% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$10.4M |
| 2 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$7.75M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.72M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.75M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$26.8M |
| 2 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$25.5M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$21.4M |
| 4 |
LPL Financial
San Diego,
California
|
-$17.1M |
| 5 |
Jane Street
New York
|
-$5.11M |
STPZ Hedge Fund Activity: Q2 2016 in Review
90 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2016, worth a combined $669M — down 0.99% from $676M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of STPZ and 11 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 25 added.
The largest buyer was SEI Investments, adding an estimated $10.4M. The largest seller was Valmark Advisers, cutting an estimated $26.8M.
- 90 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2016, down from 92 in Q1 2016.
- Funds reported $669M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2016, down 0.99% quarter-over-quarter.
- 11 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2016 and 12 closed out, a net change of -1 holder.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2016 was SEI Investments, an estimated $10.4M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2016 was Valmark Advisers, an estimated $26.8M sold.
Based on aggregated 13F filings for Q2 2016.