State Street SPDR Portfolio TIPS ETF
SPIP
272 hedge funds and large institutions have $1.46B invested in State Street SPDR Portfolio TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 120 reducing their positions, and 39 closing their positions.
54% more call options, than puts
Call options by funds: $976K | Put options by funds: $633K
1.65% less ownership
Funds ownership: 65.7% → 64.05% (-1.7%)
5% less funds holding
Funds holding: 286 → 272 (-14)
22% less capital invested
Capital invested by funds: $1.86B → $1.46B (-$407M)
22% less funds holding in top 10
Funds holding in top 10: 18 → 14 (-4)
26% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 39
28% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$28.1M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$24.5M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$15.3M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$9.66M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$9.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$86.8M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$68M |
| 3 |
Jane Street
New York
|
-$27.6M |
| 4 |
Goldman Sachs
New York
|
-$24.3M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$15.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ST
301
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$33K | -1,200 | Closed |
|
|
TCWM
302
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$30K | -1,100 | Closed |
|
|
S
303
SignatureFD
Atlanta,
Georgia
| – | -$19K | -696 | Closed |
|
|
CWM
304
Curi Wealth Management
Raleigh,
North Carolina
| – | -$19K | -679 | Closed |
|
|
CHA
305
Carmichael Hill & Associates
Gaithersburg,
Maryland
| – | -$14K | -492 | Closed |
|
|
FCA
306
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$11K | -382 | Closed |
|
|
AIP
307
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$6K | -222 | Closed |
|
308
Simplex Trading
Chicago,
Illinois
| – | -$5K | -217 | Closed |
|
|
SBL
309
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$6K | -200 | Closed |
|
|
SIAP
310
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| – | -$1K | -52 | Closed |
|
|
PWS
311
Paragon Wealth Strategies
Jacksonville,
Florida
| – | +$27 | +1 | New |
|
SPIP Hedge Fund Activity: Q3 2022 in Review
272 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2022, worth a combined $1.46B — down 22% from $1.86B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of SPIP and 29 opened new positions — a net loss of 10 holders — while 120 trimmed existing stakes and 87 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $28.1M. The largest seller was 3EDGE Asset Management, exiting entirely with an estimated $86.8M sold.
- 272 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2022, down from 286 in Q2 2022.
- Funds reported $1.46B of State Street SPDR Portfolio TIPS ETF stock for Q3 2022, down 22% quarter-over-quarter.
- 29 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2022 and 39 closed out, a net change of -10 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $28.1M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2022 was 3EDGE Asset Management, an estimated $86.8M sold.
Based on aggregated 13F filings for Q3 2022.