We are live on ! Find out more
STPZ icon

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

111 hedge funds and large institutions have $289M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less funds holding

Funds holding: 114 → 111 (-3)

17.87% less ownership

Funds ownership: 83% → 65.13% (-18%)

27% less capital invested

Capital invested by funds: $398M → $289M (-$109M)

39% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 44

Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
27
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$12.2M
2
GM
GeoWealth Management
Illinois
+$5.32M
3
SOS
Silver Oak Securities
Tennessee
+$1.93M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.52M
5
BOC
Blue Oak Capital
California
+$1.1M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$78.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$18.6M
3
Morgan Stanley
Morgan Stanley
New York
-$13.8M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$11.2M
5
3AM
3EDGE Asset Management
Florida
-$6.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.02M -$164K -3,088 -8%
SOS
27
Silver Oak Securities
Tennessee
$1.96M +$1.93M +36,361 New
Kovitz Investment Group Partners
28
Kovitz Investment Group Partners
Illinois
$1.93M -$14.4K -272 -0.8%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$1.89M -$95.6K -1,802 -5%
HA
30
Herold Advisors
New York
$1.8M +$113K +2,124 +7%
HPM
31
Hudson Portfolio Management
New York
$1.62M -$21.2K -400 -1%
Jane Street
32
Jane Street
New York
$1.48M -$178K -3,356 -11%
EP
33
Essential Planning
New Hampshire
$1.34M -$78.5M -1,478,435 -98%
DWM
34
Destination Wealth Management
California
$1.28M +$261K +4,923 +26%
SF
35
Summit Financial
New Jersey
$1.2M +$6.79K +128 +0.6%
BOC
36
Blue Oak Capital
California
$1.12M +$1.1M +20,675 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.05M -$140K -2,643 -12%
SPIA
38
Steward Partners Investment Advisory
New York
$1.03M -$19.8K -373 -2%
ES
39
Eagle Strategies
New York
$1.02M +$181K +3,412 +22%
FT
40
Fiduciary Trust
Massachusetts
$953K – – –
FIA
41
Foundations Investment Advisors
Arizona
$945K +$929K +17,499 New
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$928K -$72.6K -1,369 -7%
MI
43
Motiv8 Investments
Florida
$922K +$113K +2,129 +14%
AA
44
Alesco Advisors
New York
$903K +$53 +1 +0%
BWA
45
Burt Wealth Advisors
Maryland
$813K +$3.71K +70 +0.5%
AF
46
Allworth Financial
California
$768K – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$684K -$637 -12 -0.1%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$654K -$18.6M -350,447 -97%
CTWM
49
Cherry Tree Wealth Management
Minnesota
$631K – – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$629K +$2.33K +44 +0.4%
1
2
3 4 5

STPZ Hedge Fund Activity: Q1 2025 in Review

111 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2025, worth a combined $289M — down 27% from $398M a quarter earlier.

Fund positioning in STPZ was balanced in Q1 2025: 14 funds opened new positions, 14 closed out, 27 added to existing stakes and 44 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $12.2M. The largest seller was Essential Planning, cutting an estimated $78.5M.

  • 111 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2025, down from 114 in Q4 2024.
  • Funds reported $289M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2025, down 27% quarter-over-quarter.
  • 14 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2025 and 14 closed out, a net change of 0 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2025 was Bank of Nova Scotia, an estimated $12.2M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2025 was Essential Planning, an estimated $78.5M sold.

Based on aggregated 13F filings for Q1 2025.