State Street SPDR Portfolio TIPS ETF
SPIP
216 hedge funds and large institutions have $1.61B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 102 increasing their positions, 54 reducing their positions, and 17 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 54
88% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 17
16% more capital invested
Capital invested by funds: $1.39B → $1.61B (+$219M)
7% more funds holding
Funds holding: 201 → 216 (+15)
1.37% more ownership
Funds ownership: 64.98% → 66.35% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$40.7M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$31.7M |
| 3 |
Jane Street
New York
|
+$21.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.3M |
| 5 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$19.2M |
| 2 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$6.55M |
| 3 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$3.58M |
| 4 |
IF
Intrua Financial
Houston,
Texas
|
-$2.13M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCG
226
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$26K | -835 | Closed |
|
227
JP Morgan Chase
New York
| – | -$21K | -663 | Closed |
|
|
CFD
228
Creative Financial Designs
Kokomo,
Indiana
| – | -$11K | -352 | Closed |
|
|
GAM
229
Gemmer Asset Management
Walnut Creek,
California
| – | -$9K | -281 | Closed |
|
230
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5K | -163 | Closed |
|
|
MAM
231
Meeder Asset Management
Dublin,
Ohio
| – | -$3K | -95 | Closed |
|
|
LWA
232
Lenox Wealth Advisors
New York
| – | +$31 | +1 | New |
|
SPIP Hedge Fund Activity: Q1 2021 in Review
216 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2021, worth a combined $1.61B — up 16% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SPIP positions and 17 closed out — a net gain of 15 holders — while 102 added to existing stakes and 54 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $40.7M. The largest seller was Financial Advocates Investment Management, cutting an estimated $19.2M.
- 216 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2021, up from 201 in Q4 2020.
- Funds reported $1.61B of State Street SPDR Portfolio TIPS ETF stock for Q1 2021, up 16% quarter-over-quarter.
- 32 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2021 and 17 closed out, a net change of +15 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $40.7M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2021 was Financial Advocates Investment Management, an estimated $19.2M sold.
Based on aggregated 13F filings for Q1 2021.