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

116 hedge funds and large institutions have $283M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% less funds holding

Funds holding: 118 → 116 (-2)

3.81% less ownership

Funds ownership: 66.47% → 62.66% (-3.8%)

6% less capital invested

Capital invested by funds: $299M → $283M (-$16.7M)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
34
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ES
Eagle Strategies
New York
+$12.4M
2
3AM
3EDGE Asset Management
Florida
+$10.1M
3
Goldman Sachs
Goldman Sachs
New York
+$1.8M
4
Bank of America
Bank of America
North Carolina
+$1.79M
5
LPL Financial
LPL Financial
California
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
-$23M
2
GWM
Geneos Wealth Management
Colorado
-$6.34M
3
EA
Efficient Advisors
Ohio
-$4.01M
4
Morgan Stanley
Morgan Stanley
New York
-$3.48M
5
Jane Street
Jane Street
New York
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.2M +$31.9K +590 +1%
CIA
27
Concurrent Investment Advisors
Florida
$2.19M -$11.5K -212 -0.5%
Jane Street
28
Jane Street
New York
$2.15M -$2.76M -51,043 -56%
OCM
29
One Capital Management
California
$2.09M -$256K -4,745 -11%
Kovitz Investment Group Partners
30
Kovitz Investment Group Partners
Illinois
$1.97M +$19.2K +355 +1%
Truist Financial
31
Truist Financial
North Carolina
$1.97M +$36K +667 +2%
LWA
32
Lantern Wealth Advisors
New York
$1.76M -$52K -963 -3%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$1.72M -$168K -3,102 -9%
HPM
34
Hudson Portfolio Management
New York
$1.72M +$88.8K +1,643 +5%
DWM
35
Destination Wealth Management
California
$1.57M +$260K +4,804 +20%
MMA
36
Miracle Mile Advisors
California
$1.32M +$1.31M +24,289 New
MI
37
Motiv8 Investments
Florida
$1.18M +$241K +4,465 +26%
SF
38
Summit Financial
New Jersey
$1.17M -$28.8K -533 -2%
EP
39
Essential Planning
New Hampshire
$1.13M -$167K -3,088 -13%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.08M +$2.48K +46 +0.2%
RCAG
41
Rehmann Capital Advisory Group
Michigan
$1.06M +$528K +9,777 +101%
FTUS
42
Flow Traders U.S.
New York
$1.05M -$376K -6,960 -26%
FT
43
Fiduciary Trust
Massachusetts
$956K – – –
TPCW
44
TD Private Client Wealth
New York
$944K +$92.8K +1,718 +11%
AA
45
Alesco Advisors
New York
$905K +$54 +1 +0%
SPIA
46
Steward Partners Investment Advisory
New York
$887K – – –
BWA
47
Burt Wealth Advisors
Maryland
$815K – – –
ASN
48
Advisory Services Network
Georgia
$758K +$21.7K +402 +3%
PIA
49
Perennial Investment Advisors
California
$715K +$713K +13,189 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$696K -$722K -13,368 -51%
1
2
3 4 5

STPZ Hedge Fund Activity: Q3 2025 in Review

116 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2025, worth a combined $283M — down 5.6% from $299M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new STPZ positions and 13 closed out — a net gain of 3 holders — while 34 added to existing stakes and 40 trimmed.

The largest buyer was Eagle Strategies, adding an estimated $12.4M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $23M sold.

  • 116 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2025, down from 118 in Q2 2025.
  • Funds reported $283M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2025, down 5.6% quarter-over-quarter.
  • 16 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2025 and 13 closed out, a net change of +3 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2025 was Eagle Strategies, an estimated $12.4M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2025 was Ameritas Advisory Services, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2025.