PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
104 hedge funds and large institutions have $612M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 13 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 36
4.39% less ownership
Funds ownership: 62.98% → 58.58% (-4.4%)
7% less funds holding
Funds holding: 112 → 104 (-8)
14% less capital invested
Capital invested by funds: $716M → $612M (-$103M)
62% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$11.7M |
| 2 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$2.97M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$1.53M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.37M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$75.8M |
| 2 |
Morgan Stanley
New York
|
-$12.4M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$10.7M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$5.8M |
| 5 |
Jane Street
New York
|
-$4.62M |
STPZ Hedge Fund Activity: Q3 2017 in Review
104 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2017, worth a combined $612M — down 14% from $716M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of STPZ and 5 opened new positions — a net loss of 8 holders — while 36 trimmed existing stakes and 34 added.
The largest buyer was TIAA FSB, adding an estimated $11.7M. The largest seller was Valmark Advisers, cutting an estimated $75.8M.
- 104 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2017, down from 112 in Q2 2017.
- Funds reported $612M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2017, down 14% quarter-over-quarter.
- 5 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2017 and 13 closed out, a net change of -8 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2017 was TIAA FSB, an estimated $11.7M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2017 was Valmark Advisers, an estimated $75.8M sold.
Based on aggregated 13F filings for Q3 2017.