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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
CM
76
Columbus Macro
Pennsylvania
$264K – – –
SFM
77
Signet Financial Management
New Jersey
$258K -$17.8K -335 -7%
HighTower Advisors
78
HighTower Advisors
Illinois
$253K +$1.96K +37 +0.8%
AP
79
Atwood & Palmer
Missouri
$243K -$21.2K -400 -8%
AC
80
Apella Capital
Connecticut
$234K -$3.34K -63 -1%
CNBT
81
Canandaigua National Bank & Trust
New York
$224K – – –
AAS
82
Avantax Advisory Services
Texas
$209K -$27.9K -526 -12%
AG
83
AmeriFlex Group
Nevada
$197K – – –
Jones Financial Companies
84
Jones Financial Companies
Missouri
$139K -$19.6K -370 -13%
MCM
85
MAI Capital Management
Ohio
$106K +$159 +3 +0.2%
DWM
86
Dogwood Wealth Management
Kansas
$59.3K -$2.6K -49 -4%
FFA
87
Farther Finance Advisors
California
$50.9K +$50.3K +948 New
JP Morgan Chase
88
JP Morgan Chase
New York
$42.6K -$138K -2,601 -77%
William Blair & Company
89
William Blair & Company
Illinois
$34.8K – – –
Comerica Bank
90
Comerica Bank
Texas
$30.9K -$59.3K -1,118 -66%
AWM
91
AE Wealth Management
Kansas
$30.5K +$53 +1 +0.2%
EWA
92
EverSource Wealth Advisors
Alabama
$29.7K +$29.1K +549 New
PP
93
PrairieView Partners
Minnesota
$25K – – –
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.3K – – –
PB
95
Pinnacle Bancorp
Nebraska
$20.5K -$3.98K -75 -16%
RI
96
Ridgewood Investments
New Jersey
$18.9K – – –
PGAM
97
Princeton Global Asset Management
New Jersey
$16.8K – – –
TCM
98
TD Capital Management
Tennessee
$15.8K +$53 +1 +0.3%
IA
99
IFP Advisors
Florida
$10.8K +$10.6K +200 New
FAI
100
Fiduciary Advisors Inc
Missouri
$10.5K – – –
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.