SPDR Bloomberg Barclays 0-5 Year TIPS ETF
SIPE
SIPE was delisted on the 24th of July, 2017.
6 hedge funds and large institutions have $1.47M invested in SPDR Bloomberg Barclays 0-5 Year TIPS ETF in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
9% more capital invested
Capital invested by funds: $1.35M → $1.47M (+$116K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$499K |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$66.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$292K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$161K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
1
Freedom Investment Management
Hartford,
Connecticut
| $678K | +$66.6K | +3,375 | +11% |
|
|
2
Citadel Advisors
Miami,
Florida
| $502K | +$499K | +25,253 | New |
|
3
Bank of America
Charlotte,
North Carolina
| $266K | – | – | – |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $14K | -$161K | -8,177 | -92% |
|
5
Morgan Stanley
New York
| $5K | – | – | – |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| – | -$292K | -14,812 | Closed |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$6K | -300 | Closed |
|
SIPE Hedge Fund Activity: Q4 2016 in Review
6 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in SPDR Bloomberg Barclays 0-5 Year TIPS ETF (SIPE) for Q4 2016, worth a combined $1.47M — up 8.6% from $1.35M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SIPE and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $499K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $292K sold.
- 6 institutional investors held SPDR Bloomberg Barclays 0-5 Year TIPS ETF (SIPE) as of Q4 2016, down from 7 in Q3 2016.
- Funds reported $1.47M of SPDR Bloomberg Barclays 0-5 Year TIPS ETF stock for Q4 2016, up 8.6% quarter-over-quarter.
- 1 fund opened new SPDR Bloomberg Barclays 0-5 Year TIPS ETF positions in Q4 2016 and 2 closed out, a net change of -1 holder.
- The largest SPDR Bloomberg Barclays 0-5 Year TIPS ETF buyer in Q4 2016 was Citadel Advisors, an estimated $499K added.
- The largest SPDR Bloomberg Barclays 0-5 Year TIPS ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $292K sold.
Based on aggregated 13F filings for Q4 2016.