PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
112 hedge funds and large institutions have $292M 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, 28 increasing their positions, 44 reducing their positions, and 14 closing their positions.
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
3% less funds holding
Funds holding: 115 → 112 (-3)
17.81% less ownership
Funds ownership: 83.6% → 65.79% (-18%)
36% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 44
82% less capital inflows, than outflows
Capital inflows: $26.3M | Capital outflows: $144M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$12.2M |
| 2 |
GeoWealth Management
Chicago,
Illinois
|
+$5.32M |
| 3 |
Silver Oak Securities
Jackson,
Tennessee
|
+$1.93M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.52M |
| 5 |
BOC
Blue Oak Capital
Menlo Park,
California
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$78.5M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$18.6M |
| 3 |
Morgan Stanley
New York
|
-$13.8M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$11.2M |
| 5 |
3EDGE Asset Management
Naples,
Florida
|
-$6.73M |
STPZ Hedge Fund Activity: Q1 2025 in Review
112 of the 7,480 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 $292M — down 27% from $401M a quarter earlier.
Fund positioning in STPZ was balanced in Q1 2025: 14 funds opened new positions, 14 closed out, 28 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.
- 112 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q1 2025, down from 115 in Q4 2024.
- Funds reported $292M 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.