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

118 hedge funds and large institutions have $299M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

6% more funds holding

Funds holding: 111 → 118 (+7)

1.34% more ownership

Funds ownership: 65.13% → 66.47% (+1.3%)

4% more capital invested

Capital invested by funds: $289M → $299M (+$10.2M)

23% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 40

Holders
118
Holders Change
+7
Holders Change %
+6.31%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
31
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
+$6.42M
2
IWM
IHT Wealth Management
Illinois
+$5.57M
3
NA
NewEdge Advisors
Louisiana
+$4.17M
4
EA
Efficient Advisors
Ohio
+$4M
5
Jane Street
Jane Street
New York
+$3.39M

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$5.52M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$3.55M
3
AAS
Ameritas Advisory Services
Nebraska
-$3.14M
4
Bank of America
Bank of America
North Carolina
-$2.54M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$2.76M +$2.75M +51,305 New
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$2.58M +$1.53M +28,493 +147%
OCM
28
One Capital Management
California
$2.33M +$2.32M +43,302 New
CIA
29
Concurrent Investment Advisors
Florida
$2.19M +$114K +2,121 +6%
UBS Group
30
UBS Group
Switzerland
$2.15M -$271K -5,065 -11%
Kovitz Investment Group Partners
31
Kovitz Investment Group Partners
Illinois
$1.94M +$13.6K +253 +0.7%
Truist Financial
32
Truist Financial
North Carolina
$1.92M -$90.4K -1,686 -5%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$1.88M -$4.61K -86 -0.2%
LWA
34
Lantern Wealth Advisors
New York
$1.8M +$1.79M +33,473 New
HA
35
Herold Advisors
New York
$1.78M -$7.07K -132 -0.4%
HPM
36
Hudson Portfolio Management
New York
$1.62M – – –
FTUS
37
Flow Traders U.S.
New York
$1.42M +$1.41M +26,335 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.41M -$1.8M -33,580 -56%
DWM
39
Destination Wealth Management
California
$1.31M +$28.5K +531 +2%
EP
40
Essential Planning
New Hampshire
$1.29M -$40.2K -751 -3%
SF
41
Summit Financial
New Jersey
$1.19M +$1.61K +30 +0.1%
BOC
42
Blue Oak Capital
California
$1.11M – – –
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.07M +$148K +2,756 +16%
ES
44
Eagle Strategies
New York
$1.07M +$59.7K +1,114 +6%
Citadel Advisors
45
Citadel Advisors
Florida
$971K -$1.69M -31,513 -64%
FT
46
Fiduciary Trust
Massachusetts
$949K – – –
MI
47
Motiv8 Investments
Florida
$934K +$15.2K +284 +2%
AA
48
Alesco Advisors
New York
$899K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$881K -$144K -2,689 -14%
TPCW
50
TD Private Client Wealth
New York
$845K +$220K +4,096 +35%
1
2
3 4 5

STPZ Hedge Fund Activity: Q2 2025 in Review

118 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2025, worth a combined $299M — up 3.5% from $289M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new STPZ positions and 9 closed out — a net gain of 8 holders — while 31 added to existing stakes and 40 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $6.42M. The largest seller was GeoWealth Management, exiting entirely with an estimated $5.52M sold.

  • 118 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2025, up from 111 in Q1 2025.
  • Funds reported $299M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2025, up 3.5% quarter-over-quarter.
  • 17 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2025 and 9 closed out, a net change of +8 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2025 was Geneos Wealth Management, an estimated $6.42M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2025 was GeoWealth Management, an estimated $5.52M sold.

Based on aggregated 13F filings for Q2 2025.