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

116 hedge funds and large institutions have $283M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% less funds holding

Funds holding: 118 → 116 (-2)

3.81% less ownership

Funds ownership: 66.47% → 62.66% (-3.8%)

6% less capital invested

Capital invested by funds: $299M → $283M (-$16.7M)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
34
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ES
Eagle Strategies
New York
+$12.4M
2
3AM
3EDGE Asset Management
Florida
+$10.1M
3
Goldman Sachs
Goldman Sachs
New York
+$1.8M
4
Bank of America
Bank of America
North Carolina
+$1.79M
5
LPL Financial
LPL Financial
California
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
-$23M
2
GWM
Geneos Wealth Management
Colorado
-$6.34M
3
EA
Efficient Advisors
Ohio
-$4.01M
4
Morgan Stanley
Morgan Stanley
New York
-$3.48M
5
Jane Street
Jane Street
New York
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$658K +$656K +12,143 New
CTWM
52
Cherry Tree Wealth Management
Minnesota
$631K -$2K -37 -0.3%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$612K +$5.83K +108 +1%
MML Investors Services
54
MML Investors Services
Massachusetts
$589K -$105K -1,936 -15%
HWA
55
HMV Wealth Advisors
Louisiana
$577K – – –
AF
56
Allworth Financial
California
$563K -$23.8K -440 -4%
GAM
57
Gould Asset Management
California
$558K – – –
CMP
58
Courage Miller Partners
Virginia
$546K +$162 +3 +0%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$513K -$1.19K -22 -0.2%
JSA
60
Jim Saulnier & Associates
Colorado
$472K -$64.9K -1,201 -12%
VPP
61
Vertex Planning Partners
Illinois
$459K +$3.46K +64 +0.8%
BIM
62
Breakwater Investment Management
Washington
$445K -$38.1K -705 -8%
Raymond James Financial
63
Raymond James Financial
Florida
$411K -$51.9K -961 -11%
DCM
64
Dimension Capital Management
Florida
$405K – – –
KW
65
KWB Wealth
California
$391K +$393K +7,266 New
NI
66
Natural Investments
California
$352K +$193K +3,568 New
DT
67
Diversified Trust
Tennessee
$343K – – –
EAM
68
Evanson Asset Management
California
$342K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$335K +$323K +5,980 +2,990%
PAG
70
Private Advisor Group
New Jersey
$312K +$10.8K +200 +4%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$303K – – –
KAS
72
Kestra Advisory Services
Texas
$298K -$289K -5,341 -49%
IF
73
IRON Financial
Illinois
$296K +$295K +5,465 New
SF
74
Synovus Financial
Georgia
$279K – – –
PWM
75
Pines Wealth Management
North Carolina
$278K -$32K -592 -10%
1 2
3
4 5

STPZ Hedge Fund Activity: Q3 2025 in Review

116 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2025, worth a combined $283M — down 5.6% from $299M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new STPZ positions and 13 closed out — a net gain of 3 holders — while 34 added to existing stakes and 40 trimmed.

The largest buyer was Eagle Strategies, adding an estimated $12.4M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $23M sold.

  • 116 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2025, down from 118 in Q2 2025.
  • Funds reported $283M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2025, down 5.6% quarter-over-quarter.
  • 16 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2025 and 13 closed out, a net change of +3 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2025 was Eagle Strategies, an estimated $12.4M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2025 was Ameritas Advisory Services, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2025.