PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
126 hedge funds and large institutions have $394M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 33 increasing their positions, 53 reducing their positions, and 18 closing their positions.
33% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 18
5% more funds holding
Funds holding: 120 → 126 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.1% less ownership
Funds ownership: 68.57% → 67.47% (-1.1%)
38% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 53
64% less capital inflows, than outflows
Capital inflows: $37M | Capital outflows: $102M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$10.8M |
| 2 |
Bleakley Financial Group
Fairfield,
New Jersey
|
+$3.46M |
| 3 |
Simplicity Solutions
Minneapolis,
Minnesota
|
+$3.46M |
| 4 |
Kestra Advisory Services
Austin,
Texas
|
+$3.42M |
| 5 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$20.6M |
| 2 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$14.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$12M |
| 4 |
Morgan Stanley
New York
|
-$10.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.99M |
STPZ Hedge Fund Activity: Q4 2023 in Review
126 of the 6,875 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q4 2023, worth a combined $394M — down 13% from $451M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new STPZ positions and 18 closed out — a net gain of 6 holders — while 33 added to existing stakes and 53 trimmed.
The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $10.8M. The largest seller was Jane Street, cutting an estimated $20.6M.
- 126 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2023, up from 120 in Q3 2023.
- Funds reported $394M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q4 2023, down 13% quarter-over-quarter.
- 24 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q4 2023 and 18 closed out, a net change of +6 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q4 2023 was Bank of Nova Scotia, an estimated $10.8M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q4 2023 was Jane Street, an estimated $20.6M sold.
Based on aggregated 13F filings for Q4 2023.