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

116 hedge funds and large institutions have $391M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2026 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

31% more capital invested

Capital invested by funds: $298M → $391M (+$93.7M)

8.12% more ownership

Funds ownership: 66.91% → 75.03% (+8.1%)

0% more funds holding

Funds holding: 116 → 116 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
46
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WLPWM
Walled Lake Planning & Wealth Management
Illinois
+$32.7M
2
Bank of America
Bank of America
North Carolina
+$19M
3
IWM
IHT Wealth Management
Illinois
+$16.2M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$12.5M
5
AAS
Ameritas Advisory Services
Nebraska
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
ECA
Elevation Capital Advisory
Oregon
-$7.79M
2
Wells Fargo
Wells Fargo
California
-$1.58M
3
Stifel Financial
Stifel Financial
Missouri
-$1.47M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.15M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$299K -$216 -4 -0.1%
MMA
77
Miracle Mile Advisors
California
$299K – – –
PFPG
78
Pinnacle Financial Partners (Georgia)
Georgia
$275K – – –
PWM
79
Pines Wealth Management
North Carolina
$272K -$2.21K -41 -0.8%
MSA
80
Marathon Strategic Advisors
Pennsylvania
$265K – – –
RSWM
81
Robertson Stephens Wealth Management
California
$245K +$248K +4,600 New
HighTower Advisors
82
HighTower Advisors
Illinois
$245K +$2.43K +45 +1%
AGA
83
Arkos Global Advisors
Texas
$230K +$2.21K +41 +1%
DWA
84
Delap Wealth Advisory
Oregon
$228K – – –
IWC
85
Integrated Wealth Concepts
Massachusetts
$224K +$227K +4,208 New
CNBT
86
Canandaigua National Bank & Trust
New York
$221K +$224K +4,150 New
WRCM
87
Western Reserve Capital Management
Ohio
$220K – – –
AC
88
Apella Capital
Connecticut
$210K +$377 +7 +0.2%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$205K -$486K -9,012 -70%
AAP
90
Arax Advisory Partners
Colorado
$200K +$202K +3,745 New
EWA
91
EP Wealth Advisors
California
$167K +$168K +3,125 New
IA
92
IFG Advisory
Georgia
$132K +$134K +2,480 New
CT
93
Colonial Trust
South Carolina
$57.1K +$57.7K +1,070 New
PWPS
94
Pinnacle Wealth Planning Services
Ohio
$47.3K – – –
DWM
95
Dogwood Wealth Management
Kansas
$43.8K -$2.43K -45 -5%
AP
96
Atwood & Palmer
Missouri
$42.7K – – –
MPW
97
MASECO Private Wealth
$42.3K – – –
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$40.8K -$92.3K -1,712 -69%
William Blair & Company
99
William Blair & Company
Illinois
$34.4K – – –
AWM
100
AE Wealth Management
Kansas
$31.8K +$593 +11 +2%
2 3
4
5 6

STPZ Hedge Fund Activity: Q2 2026 in Review

116 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2026, worth a combined $391M — up 31% from $298M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new STPZ positions and 13 closed out — a net gain of 6 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Walled Lake Planning & Wealth Management, opening a new position worth an estimated $32.7M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $7.79M sold.

  • 116 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $391M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2026, up 31% quarter-over-quarter.
  • 19 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2026 and 13 closed out, a net change of +6 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2026 was Walled Lake Planning & Wealth Management, an estimated $32.7M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2026 was Elevation Capital Advisory, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2026.