State Street SPDR Portfolio TIPS ETF
SPIP
135 hedge funds and large institutions have $1.15B invested in State Street SPDR Portfolio TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 18 closing their positions.
33% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 18
4% more funds holding
Funds holding: 130 → 135 (+5)
2% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 44
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1% less capital invested
Capital invested by funds: $1.16B → $1.15B (-$10.2M)
71.47% less ownership
Funds ownership: 140.52% → 69.05% (-71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$16.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$9.81M |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$4.67M |
| 4 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$3.54M |
| 5 |
CFS
Cannon Financial Strategists
Athens,
Georgia
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$17.4M |
| 2 |
Jane Street
New York
|
-$10.2M |
| 3 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$7.96M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$6.25M |
| 5 |
AssetMark Inc
Concord,
California
|
-$5.66M |
SPIP Hedge Fund Activity: Q3 2019 in Review
135 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2019, worth a combined $1.15B — down 0.88% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SPIP positions and 18 closed out — a net gain of 6 holders — while 45 added to existing stakes and 44 trimmed.
The largest buyer was Capital Analysts LLC, adding an estimated $16.3M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $17.4M.
- 135 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2019, up from 130 in Q2 2019.
- Funds reported $1.15B of State Street SPDR Portfolio TIPS ETF stock for Q3 2019, down 0.88% quarter-over-quarter.
- 24 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2019 and 18 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2019 was Capital Analysts LLC, an estimated $16.3M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2019 was Charles Schwab Investment Advisory, an estimated $17.4M sold.
Based on aggregated 13F filings for Q3 2019.