PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
115 hedge funds and large institutions have $401M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 42 reducing their positions, and 11 closing their positions.
329% more capital inflows, than outflows
Capital inflows: $120M | Capital outflows: $28M
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
18.35% more ownership
Funds ownership: 65.25% → 83.6% (+18%)
6% more funds holding
Funds holding: 108 → 115 (+7)
33% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$77.6M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$14.8M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$6.75M |
| 4 |
Goldman Sachs
New York
|
+$4.68M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$4.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.11M |
| 2 |
Morgan Stanley
New York
|
-$4.04M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$2.4M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.15M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.39M |
STPZ Hedge Fund Activity: Q4 2024 in Review
115 of the 7,615 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q4 2024, worth a combined $401M — up 28% from $313M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new STPZ positions and 11 closed out — a net gain of 8 holders — while 28 added to existing stakes and 42 trimmed.
The largest buyer was Essential Planning, adding an estimated $77.6M. The largest seller was Bank of America, cutting an estimated $5.11M.
- 115 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q4 2024, up from 108 in Q3 2024.
- Funds reported $401M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q4 2024, up 28% quarter-over-quarter.
- 19 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q4 2024 and 11 closed out, a net change of +8 holders.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q4 2024 was Essential Planning, an estimated $77.6M added.
- The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q4 2024 was Bank of America, an estimated $5.11M sold.
Based on aggregated 13F filings for Q4 2024.