PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
105 hedge funds and large institutions have $351M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 45 reducing their positions, and 20 closing their positions.
3.29% more ownership
Funds ownership: 68.09% → 71.38% (+3.3%)
2% less capital invested
Capital invested by funds: $357M → $351M (-$5.65M)
7% less funds holding
Funds holding: 113 → 105 (-8)
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
47% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 45
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$19M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$7.68M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.9M |
| 4 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$2.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$8.72M |
| 2 |
Morgan Stanley
New York
|
-$6.25M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$4.46M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$4.09M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.99M |
STPZ Hedge Fund Activity: Q2 2024 in Review
105 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2024, worth a combined $351M — down 1.6% from $357M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of STPZ and 13 opened new positions — a net loss of 7 holders — while 45 trimmed existing stakes and 24 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $19M. The largest seller was Pasadena Private Wealth, exiting entirely with an estimated $8.72M sold.
- 105 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2024, down from 113 in Q1 2024.
- Funds reported $351M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2024, down 1.6% quarter-over-quarter.
- 13 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2024 and 20 closed out, a net change of -7 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2024 was Carson Wealth (CWM LLC), an estimated $19M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2024 was Pasadena Private Wealth, an estimated $8.72M sold.
Based on aggregated 13F filings for Q2 2024.