State Street SPDR Portfolio TIPS ETF
SPIP
112 hedge funds and large institutions have $767M invested in State Street SPDR Portfolio TIPS ETF in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
92% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 25
9% more funds holding
Funds holding: 103 → 112 (+9)
3% less capital invested
Capital invested by funds: $795M → $767M (-$27.8M)
8.05% less ownership
Funds ownership: 131.44% → 123.4% (-8%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$8.61M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$7.96M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$5.59M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.03M |
| 5 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$30M |
| 2 |
State Street
Boston,
Massachusetts
|
-$20.7M |
| 3 |
Jane Street
New York
|
-$3.3M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.39M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.84M |
SPIP Hedge Fund Activity: Q2 2018 in Review
112 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2018, worth a combined $767M — down 3.5% from $795M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SPIP positions and 8 closed out — a net gain of 10 holders — while 48 added to existing stakes and 25 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $8.61M. The largest seller was TIAA FSB, cutting an estimated $30M.
- 112 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2018, up from 103 in Q1 2018.
- Funds reported $767M of State Street SPDR Portfolio TIPS ETF stock for Q2 2018, down 3.5% quarter-over-quarter.
- 18 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2018 and 8 closed out, a net change of +10 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $8.61M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2018 was TIAA FSB, an estimated $30M sold.
Based on aggregated 13F filings for Q2 2018.