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State Street SPDR Portfolio TIPS ETF

69 hedge funds and large institutions have $668M invested in State Street SPDR Portfolio TIPS ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 6869 (+1)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

4% more capital invested

Capital invested by funds: $642M → $668M (+$26.5M)

0.94% more ownership

Funds ownership: 139.36%140.3% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
25
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Efficient Advisors
Ohio
$1.2M -$77.3K -2,736 -6%
LS
27
Lattice Strategies
Pennsylvania
$1.14M -$41.1K -1,454 -3%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.06M +$240K +8,500 +29%
FAAS
29
First Allied Advisory Services
California
$980K +$143K +5,068 +17%
Goldman Sachs
30
Goldman Sachs
New York
$901K
UCFA
31
United Capital Financial Advisors
Texas
$759K +$168K +5,956 +28%
PAG
32
Private Advisor Group
New Jersey
$758K +$161K +5,714 +27%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$753K +$297K +10,534 +65%
FPCP
34
Fort Point Capital Partners
California
$705K -$224K -7,938 -24%
Ameriprise
35
Ameriprise
Minnesota
$673K +$67.2K +2,380 +11%
CAM
36
Concorde Asset Management
Michigan
$648K -$35.3K -1,250 -5%
BRWA
37
B. Riley Wealth Advisors
Florida
$642K +$643K +22,762 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$546K +$26.9K +952 +5%
BCMIO
39
Beacon Capital Management Inc (Ohio)
Ohio
$446K -$12.1K -428 -3%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$437K -$78.7K -2,786 -15%
FCB
41
First Command Bank
Texas
$357K -$192K -6,800 -35%
FCFS
42
First Command Financial Services
Texas
$357K -$192K -6,800 -35%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$336K -$1.52M -53,924 -82%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$303K +$19.3K +684 +7%
RJA
45
Raymond James & Associates
Florida
$295K -$6.27K -222 -2%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$292K +$6.21K +220 +2%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$282K
HB
48
Homrich & Berg
Georgia
$269K
RE
49
RBC Europe
United Kingdom
$252K +$252K +8,938 New
AG
50
Advisor Group
Arizona
$246K +$23.9K +846 +11%

SPIP Hedge Fund Activity: Q3 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2017, worth a combined $668M — up 4.1% from $642M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPIP positions and 7 closed out — a net gain of 1 holder — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Beacon Investment Advisory Services, adding an estimated $7.79M. The largest seller was State Street, cutting an estimated $1.99M.

  • 69 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2017, up from 68 in Q2 2017.
  • Funds reported $668M of State Street SPDR Portfolio TIPS ETF stock for Q3 2017, up 4.1% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2017 and 7 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2017 was Beacon Investment Advisory Services, an estimated $7.79M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2017 was State Street, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2017.