PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
105 hedge funds and large institutions have $632M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
48% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 25
5% more funds holding
Funds holding: 100 → 105 (+5)
4.82% less ownership
Funds ownership: 63.52% → 58.71% (-4.8%)
6% less capital invested
Capital invested by funds: $672M → $632M (-$39.7M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$10.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.45M |
| 3 |
RWM
Rezny Wealth Management
Fort Myers,
Florida
|
+$4.75M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$4.23M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$24.3M |
| 2 |
Morgan Stanley
New York
|
-$4.8M |
| 3 |
PA
Parkside Advisors
Berkeley,
California
|
-$3.46M |
| 4 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
-$2.25M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.57M |
STPZ Hedge Fund Activity: Q4 2016 in Review
105 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q4 2016, worth a combined $632M — down 5.9% from $672M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new STPZ positions and 10 closed out — a net gain of 8 holders — while 37 added to existing stakes and 25 trimmed.
The largest buyer was TIAA CREF Trust, adding an estimated $10.8M. The largest seller was Wells Fargo, cutting an estimated $24.3M.
- 105 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2016, up from 100 in Q3 2016.
- Funds reported $632M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q4 2016, down 5.9% quarter-over-quarter.
- 18 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q4 2016 and 10 closed out, a net change of +8 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q4 2016 was TIAA CREF Trust, an estimated $10.8M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q4 2016 was Wells Fargo, an estimated $24.3M sold.
Based on aggregated 13F filings for Q4 2016.