PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
152 hedge funds and large institutions have $852M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 41 reducing their positions, and 23 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 41
13% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 23
1% more funds holding
Funds holding: 150 → 152 (+2)
0.22% more ownership
Funds ownership: 63.92% → 64.14% (+0.22%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
44% less capital inflows, than outflows
Capital inflows: $129M | Capital outflows: $231M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$41.4M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$32.1M |
| 3 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
+$9.97M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$5.5M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
AJ Wealth Strategies
New York
|
-$47.3M |
| 2 |
Jane Street
New York
|
-$33.1M |
| 3 |
Morgan Stanley
New York
|
-$23.6M |
| 4 |
Members Trust
Tampa,
Florida
|
-$18.9M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$16.2M |
STPZ Hedge Fund Activity: Q3 2022 in Review
152 of the 5,831 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2022, worth a combined $852M — down 15% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new STPZ positions and 23 closed out — a net gain of 3 holders — while 49 added to existing stakes and 41 trimmed.
The largest buyer was Koss-Olinger Consulting, opening a new position worth an estimated $41.4M. The largest seller was AJ Wealth Strategies, cutting an estimated $47.3M.
- 152 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2022, up from 150 in Q2 2022.
- Funds reported $852M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2022, down 15% quarter-over-quarter.
- 26 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2022 and 23 closed out, a net change of +3 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2022 was Koss-Olinger Consulting, an estimated $41.4M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2022 was AJ Wealth Strategies, an estimated $47.3M sold.
Based on aggregated 13F filings for Q3 2022.