PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
106 hedge funds and large institutions have $606M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 17 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
2% more funds holding
Funds holding: 104 → 106 (+2)
1.3% more ownership
Funds ownership: 58.58% → 59.88% (+1.3%)
7% less capital inflows, than outflows
Capital inflows: $51.6M | Capital outflows: $55.2M
29% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$15.6M |
| 2 |
Jane Street
New York
|
+$7.11M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.79M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$4.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$15.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.1M |
| 3 |
HCM
Horan Capital Management
Hunt Valley,
Maryland
|
-$6.58M |
| 4 |
FWM
Focused Wealth Management
Newburgh,
New York
|
-$3.5M |
| 5 |
AC
Abbrea Capital
Greenbrae,
California
|
-$2.98M |
STPZ Hedge Fund Activity: Q4 2017 in Review
106 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q4 2017, worth a combined $606M — down 1.1% from $612M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new STPZ positions and 17 closed out — a net gain of 2 holders — while 27 added to existing stakes and 38 trimmed.
The largest buyer was TIAA FSB, adding an estimated $15.6M. The largest seller was Envestnet Asset Management, cutting an estimated $15.6M.
- 106 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2017, up from 104 in Q3 2017.
- Funds reported $606M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q4 2017, down 1.1% quarter-over-quarter.
- 19 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q4 2017 and 17 closed out, a net change of +2 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q4 2017 was TIAA FSB, an estimated $15.6M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q4 2017 was Envestnet Asset Management, an estimated $15.6M sold.
Based on aggregated 13F filings for Q4 2017.