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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
DWM
101
Darwin Wealth Management
Florida
$4.41K +$4.33K +83 New
EW
102
Element Wealth
Mississippi
$4.33K – – –
FGC
103
Financial Gravity Companies
Texas
$3.43K +$3.39K +65 New
MHR
104
Matthew Hamilton Rosenberg
$3.33K – – –
DJSG
105
D.J. St. Germain
Massachusetts
$2.06K +$2.04K +39 New
Allianz Asset Management
106
Allianz Asset Management
Germany
$1.32K +$52 +1 +4%
TRCT
107
Tower Research Capital (TRC)
New York
$687 +$678 +13 New
SW
108
Simplicity Wealth
New Jersey
– -$19M -367,602 Closed
AWA
109
Archvest Wealth Advisors
California
– -$3.55M -69,013 Closed
SWA
110
Stratos Wealth Advisors
Ohio
– -$1.05M -20,345 Closed
MHS
111
M Holdings Securities
Oregon
– -$448K -8,685 Closed
RIA
112
Regal Investment Advisors
Michigan
– -$416K -8,053 Closed
CIAS
113
CFS Investment Advisory Services
New Jersey
– -$244K -4,732 Closed
PS
114
Principal Securities
Iowa
– -$47.4K -917 Closed
BTI
115
Blue Trust Inc
Georgia
– -$9.89K -192 Closed
HCM
116
Hollencrest Capital Management
California
– -$4.65K -90 Closed
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.