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PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ

107 hedge funds and large institutions have $310M 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, 21 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

2% more funds holding

Funds holding: 105 → 107 (+2)

6.72% less ownership

Funds ownership: 71.38% → 64.66% (-6.7%)

12% less capital invested

Capital invested by funds: $351M → $310M (-$41.1M)

55% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 47

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$3.62M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$2.05M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.97M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.89M
5
FTUS
Flow Traders U.S.
New York
+$1.17M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
-$19M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.31M
3
BFG
Bleakley Financial Group
New Jersey
-$4.67M
4
Bank of America
Bank of America
North Carolina
-$3.6M
5
AWA
Archvest Wealth Advisors
California
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.02M -$1.07M -20,454 -35%
Kovitz Investment Group Partners
27
Kovitz Investment Group Partners
Illinois
$1.92M +$1.89M +36,274 New
CIA
28
Concurrent Investment Advisors
Florida
$1.8M +$194K +3,727 +12%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.67M -$13.7K -263 -0.8%
HPM
30
Hudson Portfolio Management
New York
$1.62M +$1.6M +30,753 New
HA
31
Herold Advisors
New York
$1.41M +$113K +2,170 +9%
LWA
32
Lantern Wealth Advisors
New York
$1.41M +$113K +2,170 +9%
EP
33
Essential Planning
New Hampshire
$1.34M -$43.6K -836 -3%
Citadel Advisors
34
Citadel Advisors
Florida
$1.31M -$1.09M -20,824 -46%
FTUS
35
Flow Traders U.S.
New York
$1.18M +$1.17M +22,342 New
SF
36
Summit Financial
New Jersey
$1.13M +$1.12M +21,440 New
SPIA
37
Steward Partners Investment Advisory
New York
$1.08M -$28.6K -548 -3%
FT
38
Fiduciary Trust
Massachusetts
$932K -$7.04K -135 -0.8%
DWM
39
Destination Wealth Management
California
$907K +$4.64K +89 +0.5%
AA
40
Alesco Advisors
New York
$883K – – –
MI
41
Motiv8 Investments
Florida
$883K +$87.2K +1,672 +11%
BWA
42
Burt Wealth Advisors
Maryland
$793K – – –
MA
43
MAS Advisors
Florida
$787K – – –
AF
44
Allworth Financial
California
$776K -$105K -2,011 -12%
MML Investors Services
45
MML Investors Services
Massachusetts
$677K -$912K -17,482 -58%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$610K +$2.5K +48 +0.4%
SA
47
Sanctuary Advisors
Indiana
$593K -$182K -3,490 -24%
GAM
48
Gould Asset Management
California
$585K – – –
CTWM
49
Cherry Tree Wealth Management
Minnesota
$574K +$522 +10 +0.1%
PA
50
Parkside Advisors
California
$548K -$242K -4,638 -31%
1
2
3 4 5

STPZ Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 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 $310M — down 12% from $351M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new STPZ positions and 9 closed out — a net gain of 5 holders — while 21 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.

  • 107 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2024, up from 105 in Q2 2024.
  • Funds reported $310M 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.