We are live on ! Find out more
STPZ icon

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
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.2K
PB
102
Pinnacle Bancorp
Nebraska
$20.4K
SWP
103
Strategic Wealth Partners
Ohio
$19.5K +$19.4K +362 New
RI
104
Ridgewood Investments
New Jersey
$18.8K
EWA
105
EverSource Wealth Advisors
Alabama
$18.2K -$11.3K -211 -38%
FFA
106
Farther Finance Advisors
California
$16.8K -$34.1K -636 -67%
PGAM
107
Princeton Global Asset Management
New Jersey
$16.8K
IA
108
IFP Advisors
Florida
$10.8K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$10.8K +$10.7K +200 New
FAI
110
Fiduciary Advisors Inc
Missouri
$10.7K +$161 +3 +2%
ME
111
McIlrath & Eck
Washington
$4.78K -$4.77K -89 -50%
CIA
112
Cape Investment Advisory
Georgia
$4.78K +$4.77K +89 New
DWM
113
Darwin Wealth Management
Florida
$4.44K -$54 -1 -1%
GBA
114
Garrison Bradford & Associates
New York
$3.93K
FGC
115
Financial Gravity Companies
Texas
$3.5K +$3.48K +65 New
WTFG
116
Wood Tarver Financial Group
Idaho
$1K
AssetMark Inc
117
AssetMark Inc
California
$700
Fidelity Investments
118
Fidelity Investments
Massachusetts
$160 -$3.43K -64 -96%
GM
119
GeoWealth Management
Illinois
-$5.52M -102,205 Closed
SOS
120
Silver Oak Securities
Tennessee
-$1.96M -36,361 Closed
FIA
121
Foundations Investment Advisors
Arizona
-$945K -17,499 Closed
FAIM
122
Financial Advocates Investment Management
Washington
-$425K -7,865 Closed
TCM
123
TD Capital Management
Tennessee
-$15.8K -292 Closed
SIM
124
Studio Investment Management
Illinois
-$9.4K -174 Closed
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
-$2.05K -38 Closed

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.