State Street SPDR Portfolio TIPS ETF
SPIP
163 hedge funds and large institutions have $1.16B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 47 increasing their positions, 65 reducing their positions, and 23 closing their positions.
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
1.8% more ownership
Funds ownership: 67.92% → 69.72% (+1.8%)
4% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 23
1% less funds holding
Funds holding: 165 → 163 (-2)
7% less capital invested
Capital invested by funds: $1.24B → $1.16B (-$84.6M)
28% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$80.7M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$25.3M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$8.09M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.74M |
| 5 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$5.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$117M |
| 2 |
AssetMark Inc
Concord,
California
|
-$50.6M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$39.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$11.5M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$7.71M |
SPIP Hedge Fund Activity: Q1 2020 in Review
163 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q1 2020, worth a combined $1.16B — down 6.8% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SPIP positions and 23 closed out — a net gain of 1 holder — while 47 added to existing stakes and 65 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $80.7M. The largest seller was State Street, cutting an estimated $117M.
- 163 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q1 2020, down from 165 in Q4 2019.
- Funds reported $1.16B of State Street SPDR Portfolio TIPS ETF stock for Q1 2020, down 6.8% quarter-over-quarter.
- 24 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q1 2020 and 23 closed out, a net change of +1 holder.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q1 2020 was Charles Schwab Investment Advisory, an estimated $80.7M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q1 2020 was State Street, an estimated $117M sold.
Based on aggregated 13F filings for Q1 2020.