PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
106 hedge funds and large institutions have $519M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
41% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 22
32% more capital invested
Capital invested by funds: $393M → $519M (+$126M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
8% more funds holding
Funds holding: 98 → 106 (+8)
3.28% more ownership
Funds ownership: 59.06% → 62.34% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$41.1M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$14.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$10.1M |
| 5 |
Jane Street
New York
|
+$9.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.6M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$4.54M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.68M |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$1.63M |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$577K |
STPZ Hedge Fund Activity: Q1 2021 in Review
106 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2021, worth a combined $519M — up 32% from $393M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new STPZ positions and 9 closed out — a net gain of 9 holders — while 31 added to existing stakes and 22 trimmed.
The largest buyer was Ferguson Shapiro, adding an estimated $41.1M. The largest seller was Royal Bank of Canada, cutting an estimated $4.6M.
- 106 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2021, up from 98 in Q4 2020.
- Funds reported $519M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2021, up 32% quarter-over-quarter.
- 18 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2021 and 9 closed out, a net change of +9 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2021 was Ferguson Shapiro, an estimated $41.1M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2021 was Royal Bank of Canada, an estimated $4.6M sold.
Based on aggregated 13F filings for Q1 2021.