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

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: 118116 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
76
Marathon Strategic Advisors
Pennsylvania
$278K +$3.35K +62 +1%
DWA
77
Delap Wealth Advisory
Oregon
$276K
CWA
78
CogentBlue Wealth Advisors
Tennessee
$275K
CPRC
79
Consolidated Portfolio Review Corp
New York
$268K
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$268K +$267K +4,941 New
Jones Financial Companies
81
Jones Financial Companies
Missouri
$264K +$81.3K +1,505 +45%
HighTower Advisors
82
HighTower Advisors
Illinois
$246K
SFM
83
Signet Financial Management
New Jersey
$245K -$6.32K -117 -3%
AGA
84
Arkos Global Advisors
Texas
$232K +$231K +4,274 New
AC
85
Apella Capital
Connecticut
$225K -$11K -203 -5%
CNBT
86
Canandaigua National Bank & Trust
New York
$225K
DA
87
Detalus Advisors
Missouri
$218K -$2.7K -50 -1%
SB
88
Semitam Bonam
New York
$204K -$10.5K -195 -5%
GWM
89
Geneos Wealth Management
Colorado
$140K -$6.34M -117,297 -98%
Comerica Bank
90
Comerica Bank
Texas
$137K -$108 -2 -0.1%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$133K -$33.8K -625 -20%
MCM
92
MAI Capital Management
Ohio
$108K +$973 +18 +0.9%
JP Morgan Chase
93
JP Morgan Chase
New York
$107K +$6.97K +129 +7%
GRP
94
Global Retirement Partners
California
$65K -$10K -185 -13%
MPW
95
MASECO Private Wealth
$60.4K
DWM
96
Dogwood Wealth Management
Kansas
$59.4K
AP
97
Atwood & Palmer
Missouri
$43.3K
CPG
98
Cornerstone Planning Group
New Jersey
$39.7K +$22.9K +423 New
William Blair & Company
99
William Blair & Company
Illinois
$34.9K
AWM
100
AE Wealth Management
Kansas
$31.3K +$324 +6 +1%

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.