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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
JP Morgan Chase
76
JP Morgan Chase
New York
$258K -$1.26M -24,148 -83%
AC
77
Apella Capital
Connecticut
$248K +$52 +1 +0%
HighTower Advisors
78
HighTower Advisors
Illinois
$244K – – –
SG
79
StoneX Group
New York
$223K +$220K +4,223 New
SFM
80
Signet Financial Management
New Jersey
$222K -$13.2K -253 -6%
AAS
81
Avantax Advisory Services
Texas
$221K -$1.41K -27 -0.6%
CNBT
82
Canandaigua National Bank & Trust
New York
$219K – – –
GS
83
GTS Securities
New York
$219K +$216K +4,143 New
GIA
84
Gladstone Institutional Advisory
Florida
$218K -$1.21M -23,230 -85%
PA
85
PFG Advisors
Arizona
$215K -$26.6K -509 -11%
DWM
86
Dogwood Wealth Management
Kansas
$136K +$10.8K +207 +9%
Comerica Bank
87
Comerica Bank
Texas
$89.4K – – –
GM
88
GeoWealth Management
Illinois
$57.7K +$730 +14 +1%
William Blair & Company
89
William Blair & Company
Illinois
$34.1K – – –
Jones Financial Companies
90
Jones Financial Companies
Missouri
$31.3K +$6.05K +116 +24%
RI
91
Ridgewood Investments
New Jersey
$25.1K -$8.29K -159 -25%
PP
92
PrairieView Partners
Minnesota
$25K – – –
PB
93
Pinnacle Bancorp
Nebraska
$24K – – –
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.8K – – –
PGAM
95
Princeton Global Asset Management
New Jersey
$16.5K – – –
TCM
96
TD Capital Management
Tennessee
$15.3K +$15.1K +290 New
SWM
97
Spire Wealth Management
Virginia
$10.6K – – –
ME
98
McIlrath & Eck
Washington
$9.38K – – –
SIM
99
Studio Investment Management
Illinois
$9.19K – – –
EFP
100
EnRich Financial Partners
Wisconsin
$4.69K – – –
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.