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

111 hedge funds and large institutions have $289M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less funds holding

Funds holding: 114 → 111 (-3)

17.87% less ownership

Funds ownership: 83% → 65.13% (-18%)

27% less capital invested

Capital invested by funds: $398M → $289M (-$109M)

39% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 44

Holders
111
Holders Change
-3
Holders Change %
-2.63%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
27
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$12.2M
2
GM
GeoWealth Management
Illinois
+$5.32M
3
SOS
Silver Oak Securities
Tennessee
+$1.93M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.52M
5
BOC
Blue Oak Capital
California
+$1.1M

Top Sellers

1
EP
Essential Planning
New Hampshire
-$78.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$18.6M
3
Morgan Stanley
Morgan Stanley
New York
-$13.8M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$11.2M
5
3AM
3EDGE Asset Management
Florida
-$6.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
51
TD Private Client Wealth
New York
$627K +$291K +5,491 +90%
GAM
52
Gould Asset Management
California
$598K – – –
JSA
53
Jim Saulnier & Associates
Colorado
$592K +$31.4K +592 +6%
HWA
54
HMV Wealth Advisors
Louisiana
$576K – – –
CMP
55
Courage Miller Partners
Virginia
$545K – – –
RCAG
56
Rehmann Capital Advisory Group
Michigan
$525K – – –
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$483K -$1.91K -36 -0.4%
BIM
58
Breakwater Investment Management
Washington
$482K +$9.82K +185 +2%
PA
59
Parkside Advisors
California
$473K -$21.8K -410 -4%
FAIM
60
Financial Advocates Investment Management
Washington
$425K +$371 +7 +0.1%
PWM
61
Pines Wealth Management
North Carolina
$416K -$46.9K -883 -10%
DCM
62
Dimension Capital Management
Florida
$404K – – –
Raymond James Financial
63
Raymond James Financial
Florida
$402K -$108K -2,042 -22%
VPP
64
Vertex Planning Partners
Illinois
$400K -$46K -867 -10%
HF
65
HRT Financial
New York
$356K +$350K +6,600 New
DT
66
Diversified Trust
Tennessee
$342K – – –
EAM
67
Evanson Asset Management
California
$341K – – –
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$303K -$18.7K -353 -6%
PAG
69
Private Advisor Group
New Jersey
$295K +$21K +396 +8%
MSA
70
Marathon Strategic Advisors
Pennsylvania
$294K – – –
KAS
71
Kestra Advisory Services
Texas
$290K -$8.97K -169 -3%
SF
72
Synovus Financial
Georgia
$278K -$151K -2,850 -36%
DWA
73
Delap Wealth Advisory
Oregon
$276K – – –
CWA
74
CogentBlue Wealth Advisors
Tennessee
$274K – – –
CPRC
75
Consolidated Portfolio Review Corp
New York
$273K +$2.71K +51 +1%
1 2
3
4 5

STPZ Hedge Fund Activity: Q1 2025 in Review

111 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q1 2025, worth a combined $289M — down 27% from $398M a quarter earlier.

Fund positioning in STPZ was balanced in Q1 2025: 14 funds opened new positions, 14 closed out, 27 added to existing stakes and 44 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $12.2M. The largest seller was Essential Planning, cutting an estimated $78.5M.

  • 111 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2025, down from 114 in Q4 2024.
  • Funds reported $289M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q1 2025, down 27% quarter-over-quarter.
  • 14 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q1 2025 and 14 closed out, a net change of 0 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q1 2025 was Bank of Nova Scotia, an estimated $12.2M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q1 2025 was Essential Planning, an estimated $78.5M sold.

Based on aggregated 13F filings for Q1 2025.