PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
134 hedge funds and large institutions have $876M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 12 closing their positions.
556% more capital inflows, than outflows
Capital inflows: $278M | Capital outflows: $42.4M
128% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 25
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
8% more funds holding
Funds holding: 124 → 134 (+10)
5.64% more ownership
Funds ownership: 59.5% → 65.13% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$47.8M |
| 2 |
AJ Wealth Strategies
New York
|
+$41.4M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$25.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$23.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Empowered Funds
Havertown,
Pennsylvania
|
-$11.8M |
| 2 |
HHRDM
H&H Retirement Design & Management
Las Vegas,
Nevada
|
-$5.95M |
| 3 |
Private Advisor Group
Morristown,
New Jersey
|
-$5.91M |
| 4 |
Flow Traders U.S.
New York
|
-$4.04M |
| 5 |
Jane Street
New York
|
-$4.04M |
STPZ Hedge Fund Activity: Q4 2021 in Review
134 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q4 2021, worth a combined $876M — up 35% from $647M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new STPZ positions and 12 closed out — a net gain of 12 holders — while 57 added to existing stakes and 25 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $47.8M. The largest seller was Empowered Funds, exiting entirely with an estimated $11.8M sold.
- 134 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2021, up from 124 in Q3 2021.
- Funds reported $876M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q4 2021, up 35% quarter-over-quarter.
- 24 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q4 2021 and 12 closed out, a net change of +12 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q4 2021 was Morgan Stanley, an estimated $47.8M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q4 2021 was Empowered Funds, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2021.