PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
149 hedge funds and large institutions have $983M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 12 closing their positions.
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
101% more capital inflows, than outflows
Capital inflows: $232M | Capital outflows: $116M
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
17% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 41
11% more funds holding
Funds holding: 134 → 149 (+15)
1.97% more ownership
Funds ownership: 65.13% → 67.1% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$38.2M |
| 2 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$32.4M |
| 3 |
SW
Signify Wealth
Saint Louis,
Missouri
|
+$20.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$20.2M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$42.2M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$16.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.53M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$7.18M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$6.95M |
STPZ Hedge Fund Activity: Q1 2022 in Review
149 of the 6,362 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2022, worth a combined $983M — up 12% from $876M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new STPZ positions and 12 closed out — a net gain of 17 holders — while 48 added to existing stakes and 41 trimmed.
The largest buyer was Bank of America, adding an estimated $38.2M. The largest seller was Morgan Stanley, cutting an estimated $42.2M.
- 149 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2022, up from 134 in Q4 2021.
- Funds reported $983M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2022, up 12% quarter-over-quarter.
- 29 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2022 and 12 closed out, a net change of +17 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2022 was Bank of America, an estimated $38.2M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2022 was Morgan Stanley, an estimated $42.2M sold.
Based on aggregated 13F filings for Q1 2022.