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State Street SPDR Portfolio TIPS ETF

81 hedge funds and large institutions have $735M invested in State Street SPDR Portfolio TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

17% more funds holding

Funds holding: 6981 (+12)

10% more capital invested

Capital invested by funds: $668M → $735M (+$66.2M)

0.91% more ownership

Funds ownership: 140.3%141.21% (+0.91%)

Holders
81
Holders Change
+12
Holders Change %
+17.39%
% of All Funds
1.84%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.14%
New
24
Increased
27
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
26
First Allied Advisory Services
California
$1.32M +$343K +12,152 +35%
EA
27
Efficient Advisors
Ohio
$1.29M +$98.3K +3,486 +8%
VFA
28
Voya Financial Advisors
Connecticut
$1.29M -$10.6K -374 -0.8%
MCG
29
McCollum Christoferson Group
New York
$1.08M +$1.09M +38,530 New
WCA
30
Westover Capital Advisors
Delaware
$1.01M +$1.01M +35,906 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$903K +$569K +20,184 +169%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$898K +$147K +5,218 +20%
LS
33
Lattice Strategies
Pennsylvania
$897K -$245K -8,680 -21%
BRWA
34
B. Riley Wealth Advisors
Florida
$896K +$256K +9,082 +40%
RWM
35
Ritholtz Wealth Management
New York
$870K +$873K +30,942 New
FAIM
36
Financial Advocates Investment Management
Washington
$835K +$838K +29,700 New
UCFA
37
United Capital Financial Advisors
Texas
$757K +$339 +12 +0%
FPCP
38
Fort Point Capital Partners
California
$735K +$31.1K +1,104 +4%
Ameriprise
39
Ameriprise
Minnesota
$710K +$38.9K +1,378 +6%
LFG
40
Larson Financial Group
Missouri
$669K +$671K +23,790 New
Goldman Sachs
41
Goldman Sachs
New York
$643K -$257K -9,110 -29%
CAM
42
Concorde Asset Management
Michigan
$577K -$69.5K -2,462 -11%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$566K +$20.8K +738 +4%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$430K -$6.43K -228 -1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$417K -$642K -22,760 -61%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$414K +$124K +4,386 +42%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$297K -$5.08K -180 -2%
FCB
48
First Command Bank
Texas
$293K -$63.3K -2,244 -18%
FCFS
49
First Command Financial Services
Texas
$293K -$63.3K -2,244 -18%
RJA
50
Raymond James & Associates
Florida
$290K -$4.34K -154 -1%

SPIP Hedge Fund Activity: Q4 2017 in Review

81 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2017, worth a combined $735M — up 9.9% from $668M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SPIP positions and 12 closed out — a net gain of 12 holders — while 27 added to existing stakes and 20 trimmed.

The largest buyer was State Street, adding an estimated $20.9M. The largest seller was Jane Street, exiting entirely with an estimated $7.78M sold.

  • 81 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2017, up from 69 in Q3 2017.
  • Funds reported $735M of State Street SPDR Portfolio TIPS ETF stock for Q4 2017, up 9.9% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2017 and 12 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2017 was State Street, an estimated $20.9M added.
  • The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2017 was Jane Street, an estimated $7.78M sold.

Based on aggregated 13F filings for Q4 2017.