PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
103 hedge funds and large institutions have $570M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 16 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.13% less ownership
Funds ownership: 59.88% → 58.75% (-1.1%)
3% less funds holding
Funds holding: 106 → 103 (-3)
6% less capital invested
Capital invested by funds: $606M → $570M (-$35.5M)
10% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 30
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.86M |
| 2 |
Morgan Stanley
New York
|
+$6.46M |
| 3 |
Members Trust
Tampa,
Florida
|
+$5.49M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$4.23M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$20.5M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$14.1M |
| 3 |
Jane Street
New York
|
-$8.27M |
| 4 |
RWM
Rezny Wealth Management
Fort Myers,
Florida
|
-$3.66M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$2.36M |
STPZ Hedge Fund Activity: Q1 2018 in Review
103 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2018, worth a combined $570M — down 5.9% from $606M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of STPZ and 14 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 27 added.
The largest buyer was Royal Bank of Canada, adding an estimated $7.86M. The largest seller was TIAA FSB, cutting an estimated $20.5M.
- 103 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2018, down from 106 in Q4 2017.
- Funds reported $570M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2018, down 5.9% quarter-over-quarter.
- 14 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2018 and 16 closed out, a net change of -2 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2018 was Royal Bank of Canada, an estimated $7.86M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2018 was TIAA FSB, an estimated $20.5M sold.
Based on aggregated 13F filings for Q1 2018.