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

116 hedge funds and large institutions have $283M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% less funds holding

Funds holding: 118116 (-2)

3.81% less ownership

Funds ownership: 66.47%62.66% (-3.8%)

6% less capital invested

Capital invested by funds: $299M → $283M (-$16.7M)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
34
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.3M -$3.48M -64,423 -10%
Bank of America
2
Bank of America
North Carolina
$27.4M +$1.79M +33,058 +7%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$19.5M -$2.58M -47,834 -12%
BFG
4
Bleakley Financial Group
New Jersey
$14.1M -$138K -2,551 -1%
Wells Fargo
5
Wells Fargo
California
$13.6M -$348K -6,435 -3%
ES
6
Eagle Strategies
New York
$13.6M +$12.4M +230,268 +1,157%
TIAA Trust, National Association
7
TIAA Trust, National Association
North Carolina
$12.6M -$141K -2,602 -1%
LPL Financial
8
LPL Financial
California
$12.5M +$1.55M +28,605 +14%
3AM
9
3EDGE Asset Management
Florida
$10.1M +$10.1M +186,196 New
KLI
10
Kelman-Lazarov Inc
Tennessee
$7.19M +$76.2K +1,411 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.16M -$2.28M -42,191 -24%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.03M -$324K -6,000 -4%
GVAG
13
Great Valley Advisor Group
Delaware
$6.37M +$491K +9,095 +8%
IWM
14
IHT Wealth Management
Illinois
$6.11M +$481K +8,911 +9%
Goldman Sachs
15
Goldman Sachs
New York
$5.29M +$1.8M +33,234 +52%
AIA
16
Arbor Investment Advisors
North Carolina
$4.81M -$29.6K -547 -0.6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.69M -$351K -6,490 -7%
LFS
18
Lutz Financial Services
Nebraska
$4.64M
NA
19
NewEdge Advisors
Louisiana
$4.61M +$396K +7,321 +9%
Stifel Financial
20
Stifel Financial
Missouri
$4.57M +$972K +17,982 +27%
BPA
21
Beacon Pointe Advisors
California
$3.93M -$1.05M -19,350 -21%
Ameriprise
22
Ameriprise
Minnesota
$3.39M -$57.8K -1,069 -2%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$3.19M -$390K -7,210 -11%
DADC
24
D.A. Davidson & Co
Montana
$3.09M +$305K +5,653 +11%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$2.63M +$34.5K +638 +1%

STPZ Hedge Fund Activity: Q3 2025 in Review

116 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q3 2025, worth a combined $283M — down 5.6% from $299M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new STPZ positions and 13 closed out — a net gain of 3 holders — while 34 added to existing stakes and 40 trimmed.

The largest buyer was Eagle Strategies, adding an estimated $12.4M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $23M sold.

  • 116 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q3 2025, down from 118 in Q2 2025.
  • Funds reported $283M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q3 2025, down 5.6% quarter-over-quarter.
  • 16 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q3 2025 and 13 closed out, a net change of +3 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q3 2025 was Eagle Strategies, an estimated $12.4M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q3 2025 was Ameritas Advisory Services, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2025.