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

107 hedge funds and large institutions have $310M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 47 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

2% more funds holding

Funds holding: 105 → 107 (+2)

6.72% less ownership

Funds ownership: 71.38% → 64.66% (-6.7%)

12% less capital invested

Capital invested by funds: $351M → $310M (-$41.1M)

55% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 47

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
47
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
+$3.62M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$2.05M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.97M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.89M
5
FTUS
Flow Traders U.S.
New York
+$1.17M

Top Sellers

1
SW
Simplicity Wealth
New Jersey
-$19M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.31M
3
BFG
Bleakley Financial Group
New Jersey
-$4.67M
4
Bank of America
Bank of America
North Carolina
-$3.6M
5
AWA
Archvest Wealth Advisors
California
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
51
Courage Miller Partners
Virginia
$533K – – –
RCAG
52
Rehmann Capital Advisory Group
Michigan
$514K – – –
JSA
53
Jim Saulnier & Associates
Colorado
$465K +$459K +8,799 New
BIM
54
Breakwater Investment Management
Washington
$462K -$11.4K -218 -2%
VPP
55
Vertex Planning Partners
Illinois
$446K -$50.4K -967 -10%
AGA
56
Arkos Global Advisors
Texas
$432K -$168K -3,213 -28%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$429K -$90.3K -1,731 -18%
SF
58
Synovus Financial
Georgia
$423K – – –
FAIM
59
Financial Advocates Investment Management
Washington
$422K -$2.29K -44 -0.5%
PFG
60
PAX Financial Group
Texas
$413K +$5.63K +108 +1%
DCM
61
Dimension Capital Management
Florida
$395K -$99.9K -1,915 -20%
CW
62
CreativeOne Wealth
Kansas
$362K +$358K +6,861 New
DT
63
Diversified Trust
Tennessee
$334K – – –
EAM
64
Evanson Asset Management
California
$333K – – –
TPCW
65
TD Private Client Wealth
New York
$331K +$133K +2,554 +69%
RJA
66
Raymond James & Associates
Florida
$326K -$203K -3,889 -39%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$313K -$62.8K -1,203 -17%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$312K +$3.6K +69 +1%
KAS
69
Kestra Advisory Services
Texas
$296K -$186K -3,557 -39%
MSA
70
Marathon Strategic Advisors
Pennsylvania
$290K -$24.6K -471 -8%
AWS
71
Atria Wealth Solutions
New York
$275K -$47K -900 -15%
DWA
72
Delap Wealth Advisory
Oregon
$270K – – –
PAG
73
Private Advisor Group
New Jersey
$267K -$24.5K -469 -9%
AP
74
Atwood & Palmer
Missouri
$259K – – –
CM
75
Columbus Macro
Pennsylvania
$258K +$3.65K +70 +1%
1 2
3
4 5

STPZ Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2024, worth a combined $310M — down 12% from $351M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new STPZ positions and 9 closed out — a net gain of 5 holders — while 21 added to existing stakes and 47 trimmed.

The largest buyer was Focus Partners Advisor Solutions, opening a new position worth an estimated $3.62M. The largest seller was Simplicity Wealth, exiting entirely with an estimated $19M sold.

  • 107 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2024, up from 105 in Q2 2024.
  • Funds reported $310M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2024, down 12% quarter-over-quarter.
  • 14 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2024 and 9 closed out, a net change of +5 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2024 was Focus Partners Advisor Solutions, an estimated $3.62M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2024 was Simplicity Wealth, an estimated $19M sold.

Based on aggregated 13F filings for Q3 2024.