PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
108 hedge funds and large institutions have $313M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 47 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
2% more funds holding
Funds holding: 106 → 108 (+2)
6.66% less ownership
Funds ownership: 71.91% → 65.25% (-6.7%)
53% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 47
74% less capital inflows, than outflows
Capital inflows: $16.4M | Capital outflows: $62.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$3.62M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$2.05M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$1.97M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$1.89M |
| 5 |
Flow Traders U.S.
New York
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Simplicity Wealth
Summit,
New Jersey
|
-$19M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.31M |
| 3 |
Bleakley Financial Group
Fairfield,
New Jersey
|
-$4.67M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.6M |
| 5 |
AWA
Archvest Wealth Advisors
Concord,
California
|
-$3.55M |
STPZ Hedge Fund Activity: Q3 2024 in Review
108 of the 6,984 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2024, worth a combined $313M — down 12% from $353M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new STPZ positions and 9 closed out — a net gain of 5 holders — while 22 added to existing stakes and 47 trimmed.
The largest buyer was Focus Partners Advisor Solutions, opening a new position worth an estimated $3.62M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $19M sold.
- 108 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2024, up from 106 in Q2 2024.
- Funds reported $313M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2024, down 12% quarter-over-quarter.
- 14 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2024 and 9 closed out, a net change of +5 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2024 was Focus Partners Advisor Solutions, an estimated $3.62M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2024 was Simplicity Wealth, an estimated $19M sold.
Based on aggregated 13F filings for Q3 2024.