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

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: 111118 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
76
CogentBlue Wealth Advisors
Tennessee
$273K
MSA
77
Marathon Strategic Advisors
Pennsylvania
$273K -$20K -374 -7%
CPRC
78
Consolidated Portfolio Review Corp
New York
$266K -$5.31K -99 -2%
CM
79
Columbus Macro
Pennsylvania
$264K +$1.34K +25 +0.5%
SFM
80
Signet Financial Management
New Jersey
$250K -$6.91K -129 -3%
HighTower Advisors
81
HighTower Advisors
Illinois
$244K -$7.24K -135 -3%
AC
82
Apella Capital
Connecticut
$234K -$965 -18 -0.4%
HF
83
HRT Financial
New York
$232K -$122K -2,273 -34%
CNBT
84
Canandaigua National Bank & Trust
New York
$223K
DA
85
Detalus Advisors
Missouri
$219K +$218K +4,070 New
SB
86
Semitam Bonam
New York
$213K +$212K +3,965 New
AAS
87
Avantax Advisory Services
Texas
$209K +$536 +10 +0.3%
AG
88
AmeriFlex Group
Nevada
$196K
Jones Financial Companies
89
Jones Financial Companies
Missouri
$181K +$43.4K +809 +32%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$166K -$484K -9,031 -75%
Comerica Bank
91
Comerica Bank
Texas
$136K +$105K +1,955 +341%
MCM
92
MAI Capital Management
Ohio
$107K +$1.34K +25 +1%
JP Morgan Chase
93
JP Morgan Chase
New York
$99.4K +$56.8K +1,059 +134%
GRP
94
Global Retirement Partners
California
$74.5K +$74.2K +1,384 New
MPW
95
MASECO Private Wealth
$60K +$59.8K +1,115 New
DWM
96
Dogwood Wealth Management
Kansas
$58.8K
AP
97
Atwood & Palmer
Missouri
$43K -$198K -3,700 -82%
William Blair & Company
98
William Blair & Company
Illinois
$34.7K
AWM
99
AE Wealth Management
Kansas
$30.8K +$429 +8 +1%
PP
100
PrairieView Partners
Minnesota
$25K

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.