We are live on ! Find out more
STPZ icon

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

121 hedge funds and large institutions have $294M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

5.89% more ownership

Funds ownership: 62.66%68.54% (+5.9%)

4% more funds holding

Funds holding: 116121 (+5)

4% more capital invested

Capital invested by funds: $283M → $294M (+$11M)

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
40
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$3.03M -$870K -16,128 -22%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$2.39M -$213K -3,943 -8%
LWA
28
Lantern Wealth Advisors
New York
$2.3M +$560K +10,375 +32%
UBS Group
29
UBS Group
Switzerland
$2.22M +$45.3K +839 +2%
CIA
30
Concurrent Investment Advisors
Florida
$2.22M +$51K +945 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$2M +$2.01M +37,319 New
Truist Financial
32
Truist Financial
North Carolina
$1.96M +$12.6K +233 +0.6%
HPM
33
Hudson Portfolio Management
New York
$1.84M +$136K +2,525 +8%
BAM
34
Belleair Asset Management
Florida
$1.68M +$1.69M +31,281 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.62M +$556K +10,304 +52%
Raymond James Financial
36
Raymond James Financial
Florida
$1.5M +$1.1M +20,353 +268%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.48M +$796K +14,752 +115%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.43M +$1.33M +24,664 +1,248%
EP
39
Essential Planning
New Hampshire
$1.11M -$7.12K -132 -0.6%
SF
40
Summit Financial
New Jersey
$1.08M -$86.2K -1,597 -7%
DWM
41
Destination Wealth Management
California
$1.06M -$498K -9,234 -32%
MMA
42
Miracle Mile Advisors
California
$1.06M -$241K -4,474 -18%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$1.05M
TPCW
44
TD Private Client Wealth
New York
$978K +$43.3K +803 +5%
FT
45
Fiduciary Trust
Massachusetts
$946K
Creative Planning
46
Creative Planning
Kansas
$911K +$916K +16,986 New
AA
47
Alesco Advisors
New York
$897K -$162 -3 -0%
AG
48
Ascent Group
Virginia
$884K +$889K +16,477 New
SPIA
49
Steward Partners Investment Advisory
New York
$878K
ASN
50
Advisory Services Network
Georgia
$756K +$5.45K +101 +0.7%