STPZ icon

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

Overview Fund Activity

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 13 closing their positions.

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
27
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$25.6M
2
GM
2
GeoWealth Management
Illinois
$5.52M
3
SOS
3
Silver Oak Securities
Tennessee
$1.96M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$11.1M
5
BOC
5
Blue Oak Capital
California
$1.12M

Top Sellers

1
EP
1
Essential Planning
New Hampshire
$1.34M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$654K
3
Morgan Stanley
3
Morgan Stanley
New York
$35.1M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$15M
5
3AM
5
3EDGE Asset Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TPCW
51
TD Private Client Wealth
New York
$627K 11,612 +5,491 +90%
GAM
52
Gould Asset Management
California
$598K 11,065 – –
JSA
53
Jim Saulnier & Associates
Colorado
$592K 10,957 +592 +6%
HWA
54
HMV Wealth Advisors
Louisiana
$576K 10,655 – –
CMP
55
Courage Miller Partners
Virginia
$545K 10,084 – –
RCAG
56
Rehmann Capital Advisory Group
Michigan
$525K 9,722 – –
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$483K 8,946 -36 -0.4%
BIM
58
Breakwater Investment Management
Washington
$482K 8,924 +185 +2%
PA
59
Parkside Advisors
California
$473K 8,748 -410 -4%
FAIM
60
Financial Advocates Investment Management
Washington
$425K 7,865 +7 +0.1%
PWM
61
Pines Wealth Management
North Carolina
$416K 7,731 -883 -10%
DCM
62
Dimension Capital Management
Florida
$404K 7,483 – –
Raymond James Financial
63
Raymond James Financial
Florida
$402K 7,442 -2,042 -22%
VPP
64
Vertex Planning Partners
Illinois
$400K 7,405 -867 -10%
HF
65
HRT Financial
New York
$356K 6,600 +6,600 New
DT
66
Diversified Trust
Tennessee
$342K 6,330 – –
EAM
67
Evanson Asset Management
California
$341K 6,306 – –
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$303K 5,601 -353 -6%
PAG
69
Private Advisor Group
New Jersey
$295K 5,452 +396 +8%
MSA
70
Marathon Strategic Advisors
Pennsylvania
$294K 5,441 – –
KAS
71
Kestra Advisory Services
Texas
$290K 5,365 -169 -3%
SF
72
Synovus Financial
Georgia
$278K 5,150 -2,850 -36%
DWA
73
Delap Wealth Advisory
Oregon
$276K 5,108 – –
CWA
74
CogentBlue Wealth Advisors
Tennessee
$274K 5,074 – –
CPRC
75
Consolidated Portfolio Review Corp
New York
$273K 5,051 +51 +1%
1 2
3
4 5