PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
112 hedge funds and large institutions have $711M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
54% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 28
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more capital invested
Capital invested by funds: $632M → $711M (+$78.6M)
7% more funds holding
Funds holding: 105 → 112 (+7)
3.8% more ownership
Funds ownership: 58.71% → 62.51% (+3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCT
TIAA CREF Trust
St Louis,
Missouri
|
+$20.6M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$19.2M |
| 3 |
Morgan Stanley
New York
|
+$12.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.45M |
| 5 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$7.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$80M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.22M |
| 3 |
ZB
Zions Bancorporation
Salt Lake City,
Utah
|
-$1.99M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.93M |
| 5 |
BTIS
BB&T Investment Services
Charlotte,
North Carolina
|
-$1.2M |
STPZ Hedge Fund Activity: Q1 2017 in Review
112 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2017, worth a combined $711M — up 12% from $632M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new STPZ positions and 11 closed out — a net gain of 8 holders — while 43 added to existing stakes and 28 trimmed.
The largest buyer was TIAA CREF Trust, adding an estimated $20.6M. The largest seller was SEI Investments, cutting an estimated $80M.
- 112 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2017, up from 105 in Q4 2016.
- Funds reported $711M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2017, up 12% quarter-over-quarter.
- 19 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2017 and 11 closed out, a net change of +8 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2017 was TIAA CREF Trust, an estimated $20.6M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2017 was SEI Investments, an estimated $80M sold.
Based on aggregated 13F filings for Q1 2017.