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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
Morgan Stanley
1
Morgan Stanley
New York
$52.2M -$364K -6,980 -0.7%
Bank of America
2
Bank of America
North Carolina
$34.4M -$3.6M -68,995 -10%
AAS
3
Ameritas Advisory Services
Nebraska
$25.2M -$2.6M -49,770 -9%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$19.6M -$36.3K -696 -0.2%
BFG
5
Bleakley Financial Group
New Jersey
$14.7M -$4.67M -89,478 -24%
Wells Fargo
6
Wells Fargo
California
$14.1M -$876K -16,785 -6%
LPL Financial
7
LPL Financial
California
$11.7M -$3.48M -66,676 -23%
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$10.9M -$3.11M -59,582 -22%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$10.7M -$5.31M -101,830 -33%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$9.97M +$2.05M +39,355 +26%
KLI
11
Kelman-Lazarov Inc
Tennessee
$7.53M -$212K -4,061 -3%
BPA
12
Beacon Pointe Advisors
California
$6.55M -$209K -4,000 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.07M -$1.92M -36,767 -24%
Osaic Holdings
14
Osaic Holdings
Arizona
$5.58M -$96.2K -1,845 -2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$5.01M -$965K -18,501 -16%
LFS
16
Lutz Financial Services
Nebraska
$4.91M -$168K -3,226 -3%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$4.36M +$1.97M +37,670 +84%
AIA
18
Arbor Investment Advisors
North Carolina
$4.34M +$288K +5,526 +7%
Ameriprise
19
Ameriprise
Minnesota
$4.15M +$93.5K +1,792 +2%
UBS Group
20
UBS Group
Switzerland
$3.88M -$16K -306 -0.4%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$3.67M +$3.62M +69,417 New
GVAG
22
Great Valley Advisor Group
Delaware
$3.09M +$449K +8,607 +17%
Jane Street
23
Jane Street
New York
$2.69M -$2.17M -41,635 -45%
Stifel Financial
24
Stifel Financial
Missouri
$2.68M -$187K -3,582 -7%
Truist Financial
25
Truist Financial
North Carolina
$2.47M -$760K -14,568 -24%
1
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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.