PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
100 hedge funds and large institutions have $672M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
11% more funds holding
Funds holding: 90 → 100 (+10)
8% more capital inflows, than outflows
Capital inflows: $66M | Capital outflows: $61.4M
7% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$18.3M |
| 2 |
TIAA CREF Trust
St Louis,
Missouri
|
+$17.1M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$8.13M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$4.7M |
| 5 |
DRS
Deane Retirement Strategies
New Orleans,
Louisiana
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$27.5M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$12.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.25M |
| 4 |
PA
Parkside Advisors
Berkeley,
California
|
-$5.24M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.26M |
STPZ Hedge Fund Activity: Q3 2016 in Review
100 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2016, worth a combined $672M — up 0.41% from $669M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new STPZ positions and 4 closed out — a net gain of 10 holders — while 31 added to existing stakes and 29 trimmed.
The largest buyer was SEI Investments, adding an estimated $18.3M. The largest seller was Morgan Stanley, cutting an estimated $27.5M.
- 100 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2016, up from 90 in Q2 2016.
- Funds reported $672M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2016, up 0.41% quarter-over-quarter.
- 14 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2016 and 4 closed out, a net change of +10 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2016 was SEI Investments, an estimated $18.3M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2016 was Morgan Stanley, an estimated $27.5M sold.
Based on aggregated 13F filings for Q3 2016.