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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
KFP
101
Kerr Financial Planning
California
$24.3K +$24.4K +452 New
PB
102
Pinnacle Bancorp
Nebraska
$20.6K
SWP
103
Strategic Wealth Partners
Ohio
$19.6K
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5K -$4.86K -90 -22%
PGAM
105
Princeton Global Asset Management
New Jersey
$16.9K
WANY
106
Wealthspire Advisors (New York)
New York
$11.4K +$11.4K +211 New
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$11.2K +$11.2K +207 New
FAI
108
Fiduciary Advisors Inc
Missouri
$10.8K +$108 +2 +1%
FFA
109
Farther Finance Advisors
California
$9.64K -$7.24K -134 -43%
ME
110
McIlrath & Eck
Washington
$4.81K
DWM
111
Darwin Wealth Management
Florida
$4.47K
HI
112
Harbour Investments
Wisconsin
$4.12K +$4.11K +76 New
FGAM
113
Financial Gravity Asset Management
Texas
$3.52K +$3.51K +65 New
TIM
114
Tortoise Investment Management
New York
$1.08K +$1.08K +20 New
AssetMark Inc
115
AssetMark Inc
California
$704
Fidelity Investments
116
Fidelity Investments
Massachusetts
$278 +$108 +2 +67%
AAS
117
Ameritas Advisory Services
Nebraska
-$23M -427,690 Closed
EA
118
Efficient Advisors
Ohio
-$4.01M -74,595 Closed
HA
119
Herold Advisors
New York
-$1.78M -33,125 Closed
Citadel Advisors
120
Citadel Advisors
Florida
-$971K -18,046 Closed
CM
121
Columbus Macro
Pennsylvania
-$264K -4,911 Closed
HF
122
HRT Financial
New York
-$232K -4,327 Closed
AG
123
AmeriFlex Group
Nevada
-$196K -3,646 Closed
RI
124
Ridgewood Investments
New Jersey
-$18.8K -350 Closed
EWA
125
EverSource Wealth Advisors
Alabama
-$18.2K -338 Closed

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.