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

118 hedge funds and large institutions have $299M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

6% more funds holding

Funds holding: 111118 (+7)

1.34% more ownership

Funds ownership: 65.13%66.47% (+1.3%)

4% more capital invested

Capital invested by funds: $289M → $299M (+$10.2M)

23% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 40

Holders
118
Holders Change
+7
Holders Change %
+6.31%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
31
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.5M -$490K -9,140 -1%
Bank of America
2
Bank of America
North Carolina
$25.4M -$2.54M -47,363 -9%
AAS
3
Ameritas Advisory Services
Nebraska
$23M -$3.14M -58,548 -12%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$21.9M -$3.55M -66,286 -14%
BFG
5
Bleakley Financial Group
New Jersey
$14.1M -$297K -5,536 -2%
Wells Fargo
6
Wells Fargo
California
$13.8M +$130K +2,426 +1%
TIAA Trust, National Association
7
TIAA Trust, National Association
North Carolina
$12.7M -$2.25M -42,033 -15%
LPL Financial
8
LPL Financial
California
$10.9M +$1.06M +19,729 +11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.38M -$1.66M -30,936 -15%
Osaic Holdings
10
Osaic Holdings
Arizona
$7.31M +$194K +3,614 +3%
KLI
11
Kelman-Lazarov Inc
Tennessee
$7.07M -$295K -5,510 -4%
GWM
12
Geneos Wealth Management
Colorado
$6.45M +$6.42M +119,880 New
GVAG
13
Great Valley Advisor Group
Delaware
$5.84M +$1.99M +37,150 +52%
IWM
14
IHT Wealth Management
Illinois
$5.59M +$5.57M +103,875 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.01M +$73.6K +1,373 +1%
BPA
16
Beacon Pointe Advisors
California
$4.95M -$660K -12,310 -12%
Jane Street
17
Jane Street
New York
$4.88M +$3.39M +63,208 +230%
AIA
18
Arbor Investment Advisors
North Carolina
$4.8M +$68.6K +1,280 +1%
LFS
19
Lutz Financial Services
Nebraska
$4.61M -$54.6K -1,018 -1%
NA
20
NewEdge Advisors
Louisiana
$4.18M +$4.17M +77,732 New
EA
21
Efficient Advisors
Ohio
$4.01M +$4M +74,595 New
Stifel Financial
22
Stifel Financial
Missouri
$3.57M +$1.04M +19,479 +42%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$3.55M -$58.7K -1,096 -2%
Goldman Sachs
24
Goldman Sachs
New York
$3.47M -$54 -1 -0%
Ameriprise
25
Ameriprise
Minnesota
$3.43M -$74.5K -1,391 -2%

STPZ Hedge Fund Activity: Q2 2025 in Review

118 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2025, worth a combined $299M — up 3.5% from $289M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new STPZ positions and 9 closed out — a net gain of 8 holders — while 31 added to existing stakes and 40 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $6.42M. The largest seller was GeoWealth Management, exiting entirely with an estimated $5.52M sold.

  • 118 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2025, up from 111 in Q1 2025.
  • Funds reported $299M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2025, up 3.5% quarter-over-quarter.
  • 17 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2025 and 9 closed out, a net change of +8 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2025 was Geneos Wealth Management, an estimated $6.42M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2025 was GeoWealth Management, an estimated $5.52M sold.

Based on aggregated 13F filings for Q2 2025.