PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
92 hedge funds and large institutions have $392M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 5 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
19% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 26
2% more funds holding
Funds holding: 90 → 92 (+2)
1% more capital invested
Capital invested by funds: $387M → $392M (+$5.25M)
0.22% less ownership
Funds ownership: 61.05% → 60.83% (-0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bennicas & Associates
Portola Valley,
California
|
+$10.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.59M |
| 3 |
Jane Street
New York
|
+$5.01M |
| 4 |
HHRDM
H&H Retirement Design & Management
Las Vegas,
Nevada
|
+$4.82M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$33.6M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$5.49M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.53M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$2.67M |
| 5 |
PA
Parkside Advisors
Berkeley,
California
|
-$1.56M |
STPZ Hedge Fund Activity: Q3 2020 in Review
92 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2020, worth a combined $392M — up 1.4% from $387M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new STPZ positions and 5 closed out — a net gain of 3 holders — while 31 added to existing stakes and 26 trimmed.
The largest buyer was Bennicas & Associates, opening a new position worth an estimated $10.5M. The largest seller was HighTower Advisors, cutting an estimated $33.6M.
- 92 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2020, up from 90 in Q2 2020.
- Funds reported $392M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2020, up 1.4% quarter-over-quarter.
- 8 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2020 and 5 closed out, a net change of +3 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2020 was Bennicas & Associates, an estimated $10.5M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2020 was HighTower Advisors, an estimated $33.6M sold.
Based on aggregated 13F filings for Q3 2020.