PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
100 hedge funds and large institutions have $369M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
26% more capital invested
Capital invested by funds: $294M → $369M (+$75.1M)
15.34% more ownership
Funds ownership: 41.67% → 57.01% (+15%)
6% more funds holding
Funds holding: 94 → 100 (+6)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
25% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$60.6M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$18M |
| 3 |
Jane Street
New York
|
+$7.39M |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$2.57M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.58M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.19M |
| 3 |
AA
Alesco Advisors
Pittsford,
New York
|
-$2.92M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$2.57M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.31M |
STPZ Hedge Fund Activity: Q1 2020 in Review
100 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2020, worth a combined $369M — up 26% from $294M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new STPZ positions and 11 closed out — a net gain of 8 holders — while 24 added to existing stakes and 32 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $60.6M. The largest seller was Bank of America, cutting an estimated $6.58M.
- 100 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2020, up from 94 in Q4 2019.
- Funds reported $369M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2020, up 26% quarter-over-quarter.
- 19 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2020 and 11 closed out, a net change of +8 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2020 was Morgan Stanley, an estimated $60.6M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2020 was Bank of America, an estimated $6.58M sold.
Based on aggregated 13F filings for Q1 2020.