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

116 hedge funds and large institutions have $391M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2026 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

31% more capital invested

Capital invested by funds: $298M → $391M (+$93.7M)

8.12% more ownership

Funds ownership: 66.91% → 75.03% (+8.1%)

0% more funds holding

Funds holding: 116 → 116 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
46
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WLPWM
Walled Lake Planning & Wealth Management
Illinois
+$32.7M
2
Bank of America
Bank of America
North Carolina
+$19M
3
IWM
IHT Wealth Management
Illinois
+$16.2M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$12.5M
5
AAS
Ameritas Advisory Services
Nebraska
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
-$7.79M
2
Wells Fargo
Wells Fargo
California
-$1.58M
3
Stifel Financial
Stifel Financial
Missouri
-$1.47M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.15M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$3.19M -$167K -3,095 -5%
TCIIS
27
TIAA-CREF Individual & Institutional Services
New York
$3.1M -$467K -8,655 -13%
FPAS
28
Focus Partners Advisor Solutions
Missouri
$2.8M -$42.2K -783 -1%
Ameriprise
29
Ameriprise
Minnesota
$2.73M -$683K -12,667 -20%
LWA
30
Lantern Wealth Advisors
New York
$2.7M +$384K +7,128 +16%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.58M -$733K -13,587 -22%
WFA
32
Woodward Financial Advisors
North Carolina
$2.52M +$2.55M +47,242 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.47M +$882K +16,353 +55%
AI
34
Atria Investments
North Carolina
$2.37M +$2.39M +44,382 New
CIA
35
Concurrent Investment Advisors
Florida
$2.25M +$33.5K +622 +1%
UBS Group
36
UBS Group
Switzerland
$2.25M -$33.6K -624 -1%
DWM
37
Destination Wealth Management
California
$2M +$864K +16,027 +74%
HPM
38
Hudson Portfolio Management
New York
$1.77M -$62K -1,150 -3%
Truist Financial
39
Truist Financial
North Carolina
$1.74M -$126K -2,335 -7%
BAM
40
Belleair Asset Management
Florida
$1.45M -$39.8K -738 -3%
SF
41
Summit Financial
New Jersey
$1.33M +$20.4K +379 +2%
Raymond James Financial
42
Raymond James Financial
Florida
$1.13M -$322K -5,981 -22%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$1.04M – – –
EP
44
Essential Planning
New Hampshire
$1M -$51.2K -949 -5%
Creative Planning
45
Creative Planning
Kansas
$999K +$96.7K +1,794 +11%
PIA
46
Perennial Investment Advisors
California
$971K +$981K +18,199 New
TPCW
47
TD Private Client Wealth
New York
$941K +$114K +2,111 +14%
ASN
48
Advisory Services Network
Georgia
$931K +$178K +3,302 +23%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$904K +$144K +2,671 +19%
AA
50
Alesco Advisors
New York
$891K – – –
1
2
3 4 5

STPZ Hedge Fund Activity: Q2 2026 in Review

116 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2026, worth a combined $391M — up 31% from $298M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new STPZ positions and 13 closed out — a net gain of 6 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Walled Lake Planning & Wealth Management, opening a new position worth an estimated $32.7M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $7.79M sold.

  • 116 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $391M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2026, up 31% quarter-over-quarter.
  • 19 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2026 and 13 closed out, a net change of +6 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2026 was Walled Lake Planning & Wealth Management, an estimated $32.7M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2026 was Elevation Capital Advisory, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2026.