PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
94 hedge funds and large institutions have $294M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 33 reducing their positions, and 9 closing their positions.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
3% more funds holding
Funds holding: 91 → 94 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.3% less ownership
Funds ownership: 42.97% → 41.67% (-1.3%)
6% less capital invested
Capital invested by funds: $312M → $294M (-$17.8M)
39% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$10.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.92M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$735K |
| 4 |
PA
Parkside Advisors
Berkeley,
California
|
+$700K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$620K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$8.14M |
| 2 |
Morgan Stanley
New York
|
-$6.43M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$3.05M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.82M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.19M |
STPZ Hedge Fund Activity: Q4 2019 in Review
94 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q4 2019, worth a combined $294M — down 5.7% from $312M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new STPZ positions and 9 closed out — a net gain of 4 holders — while 20 added to existing stakes and 33 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $10.8M. The largest seller was TIAA FSB, cutting an estimated $8.14M.
- 94 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2019, up from 91 in Q3 2019.
- Funds reported $294M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q4 2019, down 5.7% quarter-over-quarter.
- 13 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q4 2019 and 9 closed out, a net change of +4 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q4 2019 was Truist Financial, an estimated $10.8M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q4 2019 was TIAA FSB, an estimated $8.14M sold.
Based on aggregated 13F filings for Q4 2019.