PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
147 hedge funds and large institutions have $711M 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, 42 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)
0.97% less ownership
Funds ownership: 64.14% → 63.17% (-0.97%)
7% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 28
3% less funds holding
Funds holding: 152 → 147 (-5)
22% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 54
66% less capital inflows, than outflows
Capital inflows: $72.9M | Capital outflows: $217M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allen Capital Group
Grand Island,
Nebraska
|
+$6.23M |
| 2 |
Sowell Financial Services
North Little Rock,
Arkansas
|
+$5.67M |
| 3 |
AJ Wealth Strategies
New York
|
+$4.75M |
| 4 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$4.04M |
| 5 |
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$3.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$44.9M |
| 2 |
Koss-Olinger Consulting
Gainesville,
Florida
|
-$39.6M |
| 3 |
Pure Financial Advisors
San Diego,
California
|
-$25.3M |
| 4 |
Morgan Stanley
New York
|
-$18.5M |
| 5 |
One Capital Management
Westlake Village,
California
|
-$15.5M |
STPZ Hedge Fund Activity: Q4 2022 in Review
147 of the 6,241 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 $711M — down 17% from $852M 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 42 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.
- 147 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2022, down from 152 in Q3 2022.
- Funds reported $711M 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.