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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
ME
101
McIlrath & Eck
Washington
$9.59K – – –
SIM
102
Studio Investment Management
Illinois
$9.4K – – –
DWM
103
Darwin Wealth Management
Florida
$4.36K – – –
GBA
104
Garrison Bradford & Associates
New York
$3.94K +$3.87K +73 New
Fidelity Investments
105
Fidelity Investments
Massachusetts
$3.62K +$3.56K +67 New
FGAM
106
Financial Gravity Asset Management
Texas
$3.51K +$3.45K +65 New
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$2.05K +$2.02K +38 New
WTFG
108
Wood Tarver Financial Group
Idaho
$1.84K – – –
AssetMark Inc
109
AssetMark Inc
California
$702 +$690 +13 New
PIS
110
POM Investment Strategies
North Carolina
$648 +$637 +12 New
TRCT
111
Tower Research Capital (TRC)
New York
$54 +$53 +1 New
3AM
112
3EDGE Asset Management
Florida
– -$6.73M -128,645 Closed
BWMG
113
Barnes Wealth Management Group
California
– -$432K -8,263 Closed
SAW
114
Signal Advisors Wealth
Michigan
– -$342K -6,528 Closed
CW
115
CreativeOne Wealth
Kansas
– -$291K -5,569 Closed
AGA
116
Arkos Global Advisors
Texas
– -$252K -4,822 Closed
GIA
117
Gladstone Institutional Advisory
Florida
– -$206K -3,932 Closed
S
118
SignatureFD
Georgia
– -$23.5K -450 Closed
EFP
119
EnRich Financial Partners
Wisconsin
– -$4.64K -88 Closed
EW
120
Element Wealth
Mississippi
– -$4.29K -82 Closed
GC
121
Gould Capital
Washington
– -$4.03K -77 Closed
MHR
122
Matthew Hamilton Rosenberg
– -$3.29K -63 Closed
DJSG
123
D.J. St. Germain
Massachusetts
– -$2.04K -39 Closed
CT
124
Caldwell Trust
Florida
– -$994 -19 Closed
Allianz Asset Management
125
Allianz Asset Management
Germany
– -$628 -12 Closed
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.