PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
119 hedge funds and large institutions have $449M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 52 reducing their positions, and 25 closing their positions.
6.26% more ownership
Funds ownership: 62.01% → 68.27% (+6.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less funds holding
Funds holding: 131 → 119 (-12)
15% less capital invested
Capital invested by funds: $526M → $449M (-$77.6M)
40% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 25
50% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$41M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$7.8M |
| 3 |
Cerity Partners
New York
|
+$7.1M |
| 4 |
Jane Street
New York
|
+$4.82M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$3.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$25.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$17.9M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$14.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.7M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$12.6M |
STPZ Hedge Fund Activity: Q3 2023 in Review
119 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2023, worth a combined $449M — down 15% from $526M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of STPZ and 15 opened new positions — a net loss of 10 holders — while 52 trimmed existing stakes and 26 added.
The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $41M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $25.5M.
- 119 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2023, down from 131 in Q2 2023.
- Funds reported $449M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2023, down 15% quarter-over-quarter.
- 15 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2023 and 25 closed out, a net change of -10 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2023 was Ameritas Advisory Services, an estimated $41M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2023 was Carson Wealth (CWM LLC), an estimated $25.5M sold.
Based on aggregated 13F filings for Q3 2023.