Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO ETF TR (STPZ)

114 + Investors. Track Smart Money conviction in STPZ. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — STPZ

Based on 113 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added STPZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
113 funds currently hold this stock — 88% of the 3.0-year high of 128 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

59 buying50 selling
Last quarter: 59 funds bought or added vs 50 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 14 → 15 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 24% medium 17% new
67 out of 113 hedge funds have held STPZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

17 → 14 → 14 → 15 → 19 new funds/Q
New funds entering each quarter: 14 → 14 → 15 → 19. A growing number of institutions are discovering STPZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 11% 1-2yr 22% new
Of 114 current holders: 77 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
13 of 113 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: STPZ

How many hedge funds hold STPZ — quarterly history vs. share price
Quarterly hedge fund ownership of STPZ vs. share price

Market Analysis: STPZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STPZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: STPZ
2026 Q1 Stats Unlock in 14 days 114 + Investors

Track Smart Money conviction in STPZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 114 111 2.7%
13F Shares 5M 5M 3.89%
Total Value $290M $283M 2.78%
New Positions 19 16 +3
Increased Positions 42 35 +7
Closed Positions 16 17 -1
Reduced Positions 34 37 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STPZ

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

114 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STPZ. Verified SEC 13F-HR filings.

Top 25 institutional holders of STPZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Eagle Strategies LLC 1.78% 275,311 $14.9M
2 Belleair Asset Management, LLC 1.38% 28,000 $1.5M
3 Kelman-Lazarov, Inc. 1.01% 130,364 $7.1M
4 Arbor Investment Advisors, LLC 0.68% 96,423 $5.2M
5 KERR FINANCIAL PLANNING Corp 0.51% 4,491 $415K
6 Essential Planning, LLC. 0.34% 19,698 $1.1M
7 Lutz Financial Services LLC 0.28% 76,584 $4.1M
8 HMV Wealth Advisors, LLC 0.27% 10,655 $577K
9 JIM SAULNIER & ASSOCIATES, LLC 0.22% 8,291 $449K
10 Bleakley Financial Group, LLC 0.22% 254,712 $13.8M
11 Marathon Strategic Advisors, LLC 0.19% 4,964 $269K
12 Western Reserve Capital Management, LLC 0.18% 4,118 $223K
13 Courage Miller Partners, LLC 0.15% 10,084 $546K
14 Cherry Tree Wealth Management, LLC 0.15% 13,219 $715K
15 IRON Financial LLC 0.13% 5,507 $298K
16 KFA Private Wealth Group, LLC 0.11% 8,580 $464K
17 Pines Wealth Management, LLC 0.09% 5,134 $278K
18 Aerodigm Wealth, LLC 0.09% 4,280 $232K
19 Mezzasalma Advisors, LLC 0.08% 6,140 $332K
20 Breakwater Capital Group 0.04% 6,078 $329K
21 KERR FINANCIAL PLANNING Corp 0.03% 456 $25K
22 CAMBIENT FAMILY OFFICE, LLC 0.03% 3,721 $201K
23 SIGNET FINANCIAL MANAGEMENT, LLC 0.03% 4,240 $229K
24 Concurrent Investment Advisors, LLC 0.02% 41,581 $2.2M
25 MONTAG A & ASSOCIATES INC 0.02% 9,385 $508K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PIMCO ETF TR (STPZ)

What does the Smart Money Trend signal show for STPZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added STPZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for STPZ?

Slight buying edge — 54% buying: Last quarter: 59 funds bought or added vs 50 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for STPZ holders?

Strong quality — 38% AUM from major funds: 13 of 113 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held STPZ?

59% of holders stayed for 2+ years: 67 out of 113 hedge funds have held STPZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.