State Street SPDR Portfolio TIPS ETF
SPIP
167 hedge funds and large institutions have $1.18B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 19 closing their positions.
32% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 19
2% more funds holding
Funds holding: 163 → 167 (+4)
2% more capital invested
Capital invested by funds: $1.16B → $1.18B (+$19.7M)
0% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 57
3.98% less ownership
Funds ownership: 69.72% → 65.75% (-4%)
29% less funds holding in top 10
Funds holding in top 10: 14 → 10 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$16M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.17M |
| 4 |
GI
Glovista Investments
Jersey City,
New Jersey
|
+$6.96M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$27.2M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$25.9M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$22.9M |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$7.65M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$7.08M |
SPIP Hedge Fund Activity: Q2 2020 in Review
167 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2020, worth a combined $1.18B — up 1.7% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SPIP positions and 19 closed out — a net gain of 6 holders — while 57 added to existing stakes and 57 trimmed.
The largest buyer was Lincoln National Corp, adding an estimated $16M. The largest seller was State Street, cutting an estimated $27.2M.
- 167 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2020, up from 163 in Q1 2020.
- Funds reported $1.18B of State Street SPDR Portfolio TIPS ETF stock for Q2 2020, up 1.7% quarter-over-quarter.
- 25 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2020 and 19 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2020 was Lincoln National Corp, an estimated $16M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2020 was State Street, an estimated $27.2M sold.
Based on aggregated 13F filings for Q2 2020.