PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
105 hedge funds and large institutions have $375M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 17 closing their positions.
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
2% more funds holding
Funds holding: 103 → 105 (+2)
1.08% more ownership
Funds ownership: 45.89% → 46.97% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 31
1% less capital invested
Capital invested by funds: $380M → $375M (-$4.12M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Alesco Advisors
Pittsford,
New York
|
+$7.01M |
| 2 |
PA
Parkside Advisors
Berkeley,
California
|
+$6.11M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$4.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.58M |
| 5 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$12.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.63M |
| 3 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$4.32M |
| 4 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$3.02M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.29M |
STPZ Hedge Fund Activity: Q4 2018 in Review
105 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q4 2018, worth a combined $375M — down 1.1% from $380M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new STPZ positions and 17 closed out — a net gain of 2 holders — while 31 added to existing stakes and 31 trimmed.
The largest buyer was Alesco Advisors, adding an estimated $7.01M. The largest seller was Jane Street, exiting entirely with an estimated $12.5M sold.
- 105 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2018, up from 103 in Q3 2018.
- Funds reported $375M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q4 2018, down 1.1% quarter-over-quarter.
- 19 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q4 2018 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 2018 was Alesco Advisors, an estimated $7.01M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q4 2018 was Jane Street, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2018.