Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (STPZ)

115 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — STPZ

Based on 116 hedge funds · latest filing: 2026 Q2 · 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.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
116 hedge funds hold STPZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding STPZ is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

67 buying46 selling
Last quarter: 67 funds bought or added vs 46 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new STPZ position: 16 → 19 → 12 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 16% medium 18% new
77 out of 116 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.
➡️

Steady discovery — ~21 new funds/quarter

17 → 16 → 19 → 12 → 21 new funds/Q
New funds entering each quarter: 16 → 19 → 12 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

68% veterans 9% 1-2yr 22% new
Entry-cohort mix of 117 holders: 80 (68%) are 2+ year veterans, 11 entered 1–2 years ago, and 26 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
17 of 116 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — STPZ

In 2026 Q2, 67 hedge funds were net buyers of STPZ (21 opened a new position, 46 added to an existing one), while 46 reduced or exited (27 trimmed, 19 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 36% of total institutional value in STPZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 116.

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.

Is It Too Late to Buy Pimco ETF Tr (STPZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much STPZ has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 83d ago
STPZ
-2.5%
SPY
+3.3%

STPZ outperformed SPY by -5.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 38d ago
STPZ
-1.1%
SPY
-0.7%

Since the filing became public, STPZ outperformed SPY by -0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: STPZ
115 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 115 114 0.88%
13F Shares 7M 5M 34.12%
Total Value $390M $296M 32.03%
New Positions 21 12 +9
Increased Positions 45 36 +9
Closed Positions 20 15 +5
Reduced Positions 27 41 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STPZ

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Institutional Holders (2026 Q2)

115 + investors

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

QUARTER:
Top 25 STPZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Walled Lake Planning & Wealth Management, LLC 8.16% 605,911 $32.3M
2 Optimus Capital Advisors, LLC 2.77% 96,664 $5.2M
3 Eagle Strategies LLC 1.53% 289,382 $15.4M
4 Hudson Portfolio Management LLC 1.33% 33,098 $1.8M
5 Lantern Wealth Advisors, LLC 1.24% 50,663 $2.7M
6 Belleair Asset Management, LLC 1.22% 27,262 $1.5M
7 Kelman-Lazarov, Inc. 0.92% 131,408 $7.0M
8 Woodward Financial Advisors, Inc. 0.84% 47,242 $2.5M
9 Arbor Investment Advisors, LLC 0.64% 105,322 $5.6M
10 Ameritas Advisory Services, LLC 0.61% 562,327 $30.0M
11 Tiaa Trust, National Association 0.38% 119,832 $6.4M
12 KERR FINANCIAL PLANNING Corp 0.35% 3,394 $313K
13 IHT Wealth Management, LLC 0.34% 301,135 $16.1M
14 Essential Planning, LLC. 0.28% 18,749 $1.0M
15 Lutz Financial Services LLC 0.25% 76,584 $4.1M
16 HMV Wealth Advisors, LLC 0.22% 10,655 $568K
17 Bleakley Financial Group, LLC 0.17% 255,166 $13.6M
18 Western Reserve Capital Management, LLC 0.16% 4,118 $220K
19 Marathon Strategic Advisors, LLC 0.15% 4,964 $265K
20 Breakwater Investment Management 0.15% 8,126 $433K
21 Courage Miller Partners, LLC 0.14% 10,084 $538K
22 Cherry Tree Wealth Management, LLC 0.13% 13,219 $705K
23 Great Valley Advisor Group, INC. 0.13% 155,678 $8.3M
24 IRON Financial LLC 0.12% 5,612 $299K
25 Gould Asset Management LLC /Ca/ 0.08% 10,075 $537K
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 — 59% buying: Last quarter: 67 funds bought or added vs 46 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 — 36% AUM from major funds: 17 of 116 holders rank in the top 100 by AUM, accounting for 36% 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?

66% of holders stayed for 2+ years: 77 out of 116 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.

Is it too late to buy Pimco ETF Tr (STPZ) following the 2026 Q2 hedge fund 13F filings?

As of today, STPZ has moved -1.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (June 30, 2026), STPZ has gained -2.5% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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