State Street SPDR Portfolio TIPS ETF
SPIP
103 hedge funds and large institutions have $795M invested in State Street SPDR Portfolio TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 13 reducing their positions, and 7 closing their positions.
314% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 7
269% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 13
27% more funds holding
Funds holding: 81 → 103 (+22)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
8% more capital invested
Capital invested by funds: $735M → $795M (+$60.4M)
9.77% less ownership
Funds ownership: 141.21% → 131.44% (-9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$14.4M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$10.6M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$7.23M |
| 4 |
State Street
Boston,
Massachusetts
|
+$6.24M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$5.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$10.9M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$5.79M |
| 3 |
VF
Virtu Financial
New York
|
-$3.52M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.45M |
| 5 |
RWM
Ritholtz Wealth Management
New York
|
-$870K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFA
101
JNBA Financial Advisors
Bloomington,
Minnesota
| $2K | +$1.61K | +58 | New |
|
|
VF
102
Virtu Financial
New York
| – | -$3.52M | -125,184 | Closed |
|
|
RWM
103
Ritholtz Wealth Management
New York
| – | -$870K | -30,942 | Closed |
|
104
Goldman Sachs
New York
| – | -$643K | -22,852 | Closed |
|
105
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$417K | -14,822 | Closed |
|
106
M&T Bank
Buffalo,
New York
| – | -$206K | -7,324 | Closed |
|
|
IWM
107
IHT Wealth Management
Chicago,
Illinois
| – | -$11K | -400 | Closed |
|
108
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -26 | Closed |
|
|
VIA
109
Vantage Investment Advisors
State College,
Pennsylvania
| – | +$444 | +16 | New |
|
SPIP Hedge Fund Activity: Q1 2018 in Review
103 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2018, worth a combined $795M — up 8.2% from $735M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SPIP positions and 7 closed out — a net gain of 22 holders — while 48 added to existing stakes and 13 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $14.4M. The largest seller was Bank of America, cutting an estimated $10.9M.
- 103 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2018, up from 81 in Q4 2017.
- Funds reported $795M of State Street SPDR Portfolio TIPS ETF stock for Q1 2018, up 8.2% quarter-over-quarter.
- 29 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2018 and 7 closed out, a net change of +22 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2018 was Jane Street, an estimated $14.4M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2018 was Bank of America, an estimated $10.9M sold.
Based on aggregated 13F filings for Q1 2018.