PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
90 hedge funds and large institutions have $387M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 30 reducing their positions, and 16 closing their positions.
4.05% more ownership
Funds ownership: 57.01% → 61.05% (+4%)
5% more capital invested
Capital invested by funds: $369M → $387M (+$18M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
10% less funds holding
Funds holding: 100 → 90 (-10)
17% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 30
63% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.19M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.1M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.88M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.85M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$25.7M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$4.88M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$3.82M |
| 4 |
Jane Street
New York
|
-$3.08M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$2.4M |
STPZ Hedge Fund Activity: Q2 2020 in Review
90 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2020, worth a combined $387M — up 4.9% from $369M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of STPZ and 6 opened new positions — a net loss of 10 holders — while 30 trimmed existing stakes and 25 added.
The largest buyer was Envestnet Asset Management, adding an estimated $2.19M. The largest seller was Morgan Stanley, cutting an estimated $25.7M.
- 90 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2020, down from 100 in Q1 2020.
- Funds reported $387M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2020, up 4.9% quarter-over-quarter.
- 6 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2020 and 16 closed out, a net change of -10 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2020 was Envestnet Asset Management, an estimated $2.19M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2020 was Morgan Stanley, an estimated $25.7M sold.
Based on aggregated 13F filings for Q2 2020.