PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
146 hedge funds and large institutions have $710M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 41 increasing their positions, 54 reducing their positions, and 28 closing their positions.
2,524% more call options, than puts
Call options by funds: $5.22M | Put options by funds: $199K
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
0.98% less ownership
Funds ownership: 64.1% → 63.12% (-0.98%)
7% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 28
3% less funds holding
Funds holding: 151 → 146 (-5)
17% less capital invested
Capital invested by funds: $851M → $710M (-$141M)
24% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
+$6.23M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$5.67M |
| 3 |
AWS
AJ Wealth Strategies
New York
|
+$4.75M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$4.04M |
| 5 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$3.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$44.9M |
| 2 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$39.6M |
| 3 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$25.3M |
| 4 |
Morgan Stanley
New York
|
-$18.5M |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$15.5M |
STPZ Hedge Fund Activity: Q4 2022 in Review
146 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q4 2022, worth a combined $710M — down 17% from $851M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of STPZ and 26 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 41 added.
The largest buyer was Allen Capital Group, opening a new position worth an estimated $6.23M. The largest seller was Bank of America, cutting an estimated $44.9M.
- 146 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2022, down from 151 in Q3 2022.
- Funds reported $710M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q4 2022, down 17% quarter-over-quarter.
- 26 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q4 2022 and 28 closed out, a net change of -2 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q4 2022 was Allen Capital Group, an estimated $6.23M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q4 2022 was Bank of America, an estimated $44.9M sold.
Based on aggregated 13F filings for Q4 2022.