PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
146 hedge funds and large institutions have $617M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 53 reducing their positions, and 18 closing their positions.
17% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 18
1.29% more ownership
Funds ownership: 63.12% → 64.41% (+1.3%)
0% more funds holding
Funds holding: 146 → 146 (0)
11% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 53
13% less capital invested
Capital invested by funds: $710M → $617M (-$92.9M)
67% less funds holding in top 10
Funds holding in top 10: 9 → 3 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$17.5M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$12.1M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$7.92M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$6.22M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$5.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$49.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$16.3M |
| 3 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
-$16.3M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$14.9M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.4M |
STPZ Hedge Fund Activity: Q1 2023 in Review
146 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2023, worth a combined $617M — down 13% from $710M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new STPZ positions and 18 closed out — a net gain of 3 holders — while 47 added to existing stakes and 53 trimmed.
The largest buyer was Simplicity Solutions, opening a new position worth an estimated $17.5M. The largest seller was Bank of America, cutting an estimated $49.2M.
- 146 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $617M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2023, down 13% quarter-over-quarter.
- 21 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2023 and 18 closed out, a net change of +3 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2023 was Simplicity Solutions, an estimated $17.5M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2023 was Bank of America, an estimated $49.2M sold.
Based on aggregated 13F filings for Q1 2023.