PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
150 hedge funds and large institutions have $1.01B invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 19 closing their positions.
34% more capital inflows, than outflows
Capital inflows: $247M | Capital outflows: $184M
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
5% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 19
1% more funds holding
Funds holding: 149 → 150 (+1)
3.19% less ownership
Funds ownership: 67.1% → 63.92% (-3.2%)
15% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$93.2M |
| 2 |
Jane Street
New York
|
+$39.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.3M |
| 4 |
Morgan Stanley
New York
|
+$21.8M |
| 5 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
+$8.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Members Trust
Tampa,
Florida
|
-$42.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$24.4M |
| 3 |
SW
Signify Wealth
Saint Louis,
Missouri
|
-$20M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$17.2M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$15.1M |
STPZ Hedge Fund Activity: Q2 2022 in Review
150 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2022, worth a combined $1.01B — up 2.4% from $983M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new STPZ positions and 19 closed out — a net gain of 1 holder — while 46 added to existing stakes and 54 trimmed.
The largest buyer was Bank of America, adding an estimated $93.2M. The largest seller was Members Trust, cutting an estimated $42.4M.
- 150 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2022, up from 149 in Q1 2022.
- Funds reported $1.01B of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2022, up 2.4% quarter-over-quarter.
- 20 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2022 and 19 closed out, a net change of +1 holder.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2022 was Bank of America, an estimated $93.2M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2022 was Members Trust, an estimated $42.4M sold.
Based on aggregated 13F filings for Q2 2022.