PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
114 hedge funds and large institutions have $359M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 52 reducing their positions, and 19 closing their positions.
1.07% more ownership
Funds ownership: 67.47% → 68.53% (+1.1%)
10% less funds holding
Funds holding: 126 → 114 (-12)
22% less capital inflows, than outflows
Capital inflows: $48.6M | Capital outflows: $62.2M
47% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 19
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
63% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$19.1M |
| 2 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$8.68M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$3.97M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.47M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$11M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.93M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$7.9M |
| 4 |
Morgan Stanley
New York
|
-$6.37M |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$3.66M |
STPZ Hedge Fund Activity: Q1 2024 in Review
114 of the 6,963 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2024, worth a combined $359M — down 8.9% from $394M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of STPZ and 10 opened new positions — a net loss of 9 holders — while 52 trimmed existing stakes and 19 added.
The largest buyer was Simplicity Wealth, opening a new position worth an estimated $19.1M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $11M sold.
- 114 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2024, down from 126 in Q4 2023.
- Funds reported $359M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2024, down 8.9% quarter-over-quarter.
- 10 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2024 and 19 closed out, a net change of -9 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2024 was Simplicity Wealth, an estimated $19.1M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2024 was Bank of Nova Scotia, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2024.