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

118 hedge funds and large institutions have $299M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

6% more funds holding

Funds holding: 111 → 118 (+7)

1.34% more ownership

Funds ownership: 65.13% → 66.47% (+1.3%)

4% more capital invested

Capital invested by funds: $289M → $299M (+$10.2M)

23% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 40

Holders
118
Holders Change
+7
Holders Change %
+6.31%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
31
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
+$6.42M
2
IWM
IHT Wealth Management
Illinois
+$5.57M
3
NA
NewEdge Advisors
Louisiana
+$4.17M
4
EA
Efficient Advisors
Ohio
+$4M
5
Jane Street
Jane Street
New York
+$3.39M

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$5.52M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$3.55M
3
AAS
Ameritas Advisory Services
Nebraska
-$3.14M
4
Bank of America
Bank of America
North Carolina
-$2.54M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
51
Burt Wealth Advisors
Maryland
$810K – – –
ASN
52
Advisory Services Network
Georgia
$731K +$728K +13,591 New
MML Investors Services
53
MML Investors Services
Massachusetts
$690K +$8.2K +153 +1%
CTWM
54
Cherry Tree Wealth Management
Minnesota
$628K – – –
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$602K -$24K -447 -4%
KAS
56
Kestra Advisory Services
Texas
$584K +$294K +5,483 +102%
AF
57
Allworth Financial
California
$583K -$183K -3,416 -24%
HWA
58
HMV Wealth Advisors
Louisiana
$573K – – –
GAM
59
Gould Asset Management
California
$554K -$41K -765 -7%
CMP
60
Courage Miller Partners
Virginia
$543K – – –
JSA
61
Jim Saulnier & Associates
Colorado
$533K -$56K -1,045 -10%
RCAG
62
Rehmann Capital Advisory Group
Michigan
$523K – – –
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$511K +$29.6K +553 +6%
BIM
64
Breakwater Investment Management
Washington
$480K – – –
Raymond James Financial
65
Raymond James Financial
Florida
$460K +$59.6K +1,113 +15%
VPP
66
Vertex Planning Partners
Illinois
$452K +$53.6K +1,000 +14%
PA
67
Parkside Advisors
California
$446K -$24.3K -454 -5%
DCM
68
Dimension Capital Management
Florida
$403K – – –
DT
69
Diversified Trust
Tennessee
$341K – – –
EAM
70
Evanson Asset Management
California
$339K – – –
PWM
71
Pines Wealth Management
North Carolina
$307K -$107K -2,005 -26%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$301K – – –
PAG
73
Private Advisor Group
New Jersey
$299K +$6.06K +113 +2%
SF
74
Synovus Financial
Georgia
$277K – – –
DWA
75
Delap Wealth Advisory
Oregon
$275K – – –
1 2
3
4 5

STPZ Hedge Fund Activity: Q2 2025 in Review

118 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2025, worth a combined $299M — up 3.5% from $289M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new STPZ positions and 9 closed out — a net gain of 8 holders — while 31 added to existing stakes and 40 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $6.42M. The largest seller was GeoWealth Management, exiting entirely with an estimated $5.52M sold.

  • 118 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2025, up from 111 in Q1 2025.
  • Funds reported $299M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2025, up 3.5% quarter-over-quarter.
  • 17 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2025 and 9 closed out, a net change of +8 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2025 was Geneos Wealth Management, an estimated $6.42M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2025 was GeoWealth Management, an estimated $5.52M sold.

Based on aggregated 13F filings for Q2 2025.