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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
Morgan Stanley
1
Morgan Stanley
New York
$35.1M -$13.8M -260,107 -29%
Bank of America
2
Bank of America
North Carolina
$28.1M -$1.79M -33,709 -6%
AAS
3
Ameritas Advisory Services
Nebraska
$26.3M -$233K -4,386 -0.9%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$25.6M +$12.2M +230,650 +95%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$15M -$11.2M -210,654 -43%
BFG
6
Bleakley Financial Group
New Jersey
$14.5M -$622K -11,714 -4%
Wells Fargo
7
Wells Fargo
California
$13.7M -$2.83M -53,343 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.1M +$1.52M +28,564 +16%
LPL Financial
9
LPL Financial
California
$9.87M +$83.2K +1,567 +0.9%
KLI
10
Kelman-Lazarov Inc
Tennessee
$7.39M -$27.4K -516 -0.4%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.14M +$1.02M +19,309 +17%
BPA
12
Beacon Pointe Advisors
California
$5.63M -$328K -6,175 -6%
GM
13
GeoWealth Management
Illinois
$5.52M +$5.32M +100,224 +5,059%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.95M -$483K -9,093 -9%
AIA
15
Arbor Investment Advisors
North Carolina
$4.75M +$64.1K +1,207 +1%
LFS
16
Lutz Financial Services
Nebraska
$4.68M -$296K -5,574 -6%
GVAG
17
Great Valley Advisor Group
Delaware
$3.85M +$447K +8,427 +13%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$3.63M -$51.4K -968 -1%
Ameriprise
19
Ameriprise
Minnesota
$3.51M -$382K -7,195 -10%
Goldman Sachs
20
Goldman Sachs
New York
$3.48M -$1.32M -24,801 -28%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.23M -$865K -16,300 -21%
Citadel Advisors
22
Citadel Advisors
Florida
$2.68M -$3.12M -58,811 -54%
Stifel Financial
23
Stifel Financial
Missouri
$2.53M +$31.6K +595 +1%
UBS Group
24
UBS Group
Switzerland
$2.43M -$246K -4,634 -9%
CIA
25
Concurrent Investment Advisors
Florida
$2.08M +$167K +3,151 +9%
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.