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

116 hedge funds and large institutions have $391M invested in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in 2026 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

31% more capital invested

Capital invested by funds: $298M → $391M (+$93.7M)

8.12% more ownership

Funds ownership: 66.91%75.03% (+8.1%)

0% more funds holding

Funds holding: 116116 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
46
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$53.3M +$19M +352,789 +55%
WLPWM
2
Walled Lake Planning & Wealth Management
Illinois
$32.3M +$32.7M +605,911 New
AAS
3
Ameritas Advisory Services
Nebraska
$30M +$10.6M +197,247 +54%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$27.6M +$12.5M +231,766 +83%
Morgan Stanley
5
Morgan Stanley
New York
$26.6M +$2.04M +37,800 +8%
IWM
6
IHT Wealth Management
Illinois
$16.1M +$16.2M +301,135 New
ES
7
Eagle Strategies
New York
$15.4M +$759K +14,071 +5%
LPL Financial
8
LPL Financial
California
$13.9M +$2.33M +43,219 +20%
BFG
9
Bleakley Financial Group
New Jersey
$13.6M +$24.5K +454 +0.2%
Wells Fargo
10
Wells Fargo
California
$11.6M -$1.58M -29,227 -12%
Goldman Sachs
11
Goldman Sachs
New York
$9.67M +$336K +6,239 +4%
GVAG
12
Great Valley Advisor Group
Delaware
$8.3M +$1.14M +21,115 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.96M +$132K +2,446 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.72M +$1.11M +20,559 +17%
KLI
15
Kelman-Lazarov Inc
Tennessee
$7.01M +$56.3K +1,044 +0.8%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$6.39M +$104K +1,937 +2%
DADC
17
D.A. Davidson & Co
Montana
$6.17M +$2.62M +48,657 +73%
AIA
18
Arbor Investment Advisors
North Carolina
$5.62M +$480K +8,899 +9%
OCA
19
Optimus Capital Advisors
Texas
$5.16M +$69.9K +1,296 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.46M +$170K +3,162 +4%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$4.43M +$874K +16,216 +24%
Citadel Advisors
22
Citadel Advisors
Florida
$4.29M +$2.06M +38,295 +91%
LFS
23
Lutz Financial Services
Nebraska
$4.08M
Jane Street
24
Jane Street
New York
$3.53M +$2.62M +48,676 +277%
Stifel Financial
25
Stifel Financial
Missouri
$3.42M -$1.47M -27,272 -30%

STPZ Hedge Fund Activity: Q2 2026 in Review

116 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) for Q2 2026, worth a combined $391M — up 31% from $298M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new STPZ positions and 13 closed out — a net gain of 6 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Walled Lake Planning & Wealth Management, opening a new position worth an estimated $32.7M. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $7.79M sold.

  • 116 institutional investors held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $391M of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund stock for Q2 2026, up 31% quarter-over-quarter.
  • 19 funds opened new PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund positions in Q2 2026 and 13 closed out, a net change of +6 holders.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund buyer in Q2 2026 was Walled Lake Planning & Wealth Management, an estimated $32.7M added.
  • The largest PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund seller in Q2 2026 was Elevation Capital Advisory, an estimated $7.79M sold.

Based on aggregated 13F filings for Q2 2026.