State Street SPDR Portfolio TIPS ETF
SPIP
53 hedge funds and large institutions have $438M invested in State Street SPDR Portfolio TIPS ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 16
3.32% more ownership
Funds ownership: 132.28% → 135.59% (+3.3%)
4% more capital invested
Capital invested by funds: $422M → $438M (+$15.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
4% less funds holding
Funds holding: 55 → 53 (-2)
Top Buyers
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$4.44M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.42M |
| 3 |
State Street
Boston,
Massachusetts
|
+$3.65M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$3.53M |
| 5 |
BT
Beacon Trust
Morristown,
New Jersey
|
+$2.99M |
Top Sellers
| 1 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$2.01M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.13M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$730K |
| 4 |
Bank of New York Mellon
New York
|
-$606K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$464K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
51
American International Group
New York
| $12.9K | +$1.69K | +60 | +15% |
|
52
SEI Investments
Oaks,
Pennsylvania
| $1K | -$1.69K | -60 | -60% |
|
|
CS
53
Credit Suisse
Zurich,
Switzerland
| – | -$1.13M | -39,764 | Closed |
|
|
54
Invesco
Atlanta,
Georgia
| – | -$464K | -16,366 | Closed |
|
55
Envestnet Asset Management
Chicago,
Illinois
| – | -$230K | -8,104 | Closed |
|
|
ONB
56
Old National Bancorp
Evansville,
Indiana
| – | -$149K | -5,240 | Closed |
|
57
Creative Planning
Overland Park,
Kansas
| – | -$13K | -460 | Closed |
|
SPIP Hedge Fund Activity: Q2 2015 in Review
53 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2015, worth a combined $438M — up 3.6% from $422M a quarter earlier.
Fund positioning in SPIP was balanced in Q2 2015: 5 funds opened new positions, 5 closed out, 20 added to existing stakes and 16 trimmed.
The largest buyer was Lincoln National Corp, adding an estimated $4.44M. The largest seller was Pure Financial Advisors, cutting an estimated $2.01M.
- 53 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2015, down from 55 in Q1 2015.
- Funds reported $438M of State Street SPDR Portfolio TIPS ETF stock for Q2 2015, up 3.6% quarter-over-quarter.
- 5 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2015 and 5 closed out, a net change of 0 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2015 was Lincoln National Corp, an estimated $4.44M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2015 was Pure Financial Advisors, an estimated $2.01M sold.
Based on aggregated 13F filings for Q2 2015.