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

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: 116116 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
101
Kerr Financial Planning
California
$24.7K +$431 +8 +2%
GSEP
102
Golden State Equity Partners
California
$21.6K
GRP
103
Global Retirement Partners
California
$20.4K +$20.6K +382 New
PB
104
Pinnacle Bancorp
Nebraska
$20.3K
SWP
105
Strategic Wealth Partners
Ohio
$18.7K -$108 -2 -0.6%
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.2K
OAG
107
Oakmont Advisory Group
New Mexico
$16.8K +$17K +315 New
PGAM
108
Princeton Global Asset Management
New Jersey
$16.6K
FAI
109
Fiduciary Advisors Inc
Missouri
$11K +$216 +4 +2%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$5.37K +$5.45K +101 New
NA
111
NewEdge Advisors
Louisiana
$4.53K
DWM
112
Darwin Wealth Management
Florida
$4.5K +$54 +1 +1%
HI
113
Harbour Investments
Wisconsin
$4.05K -$4.21K -78 -51%
FFA
114
Farther Finance Advisors
California
$1.71K
AssetMark Inc
115
AssetMark Inc
California
$693
Simplex Trading
116
Simplex Trading
Illinois
$213 -$54 -1 -20%
ECA
117
Elevation Capital Advisory
Oregon
-$7.79M -143,984 Closed
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
-$1.15M -21,172 Closed
TRCT
119
Tower Research Capital (TRC)
New York
-$944K -17,456 Closed
AG
120
Ascent Group
Virginia
-$869K -16,061 Closed
KPWG
121
KFA Private Wealth Group
Virginia
-$464K -8,580 Closed
JSA
122
Jim Saulnier & Associates
Colorado
-$449K -8,291 Closed
BCG
123
Breakwater Capital Group
New Jersey
-$329K -6,078 Closed
CFO
124
Cambient Family Office
Michigan
-$201K -3,721 Closed
MCM
125
MAI Capital Management
Ohio
-$107K -1,968 Closed

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.