State Street SPDR Portfolio TIPS ETF
SPIP
165 hedge funds and large institutions have $1.24B invested in State Street SPDR Portfolio TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 8 closing their positions.
400% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 8
64% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 39
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
22% more funds holding
Funds holding: 135 → 165 (+30)
8% more capital invested
Capital invested by funds: $1.15B → $1.24B (+$96.5M)
1.13% less ownership
Funds ownership: 69.05% → 67.92% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$50.5M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$25.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$17.9M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$8.48M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$19.8M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$15.5M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$10.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.41M |
| 5 |
BIAS
Beacon Investment Advisory Services
Morristown,
New Jersey
|
-$1.59M |
SPIP Hedge Fund Activity: Q4 2019 in Review
165 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q4 2019, worth a combined $1.24B — up 8.4% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SPIP positions and 8 closed out — a net gain of 32 holders — while 64 added to existing stakes and 39 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $50.5M. The largest seller was State Street, cutting an estimated $19.8M.
- 165 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q4 2019, up from 135 in Q3 2019.
- Funds reported $1.24B of State Street SPDR Portfolio TIPS ETF stock for Q4 2019, up 8.4% quarter-over-quarter.
- 40 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q4 2019 and 8 closed out, a net change of +32 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q4 2019 was AssetMark Inc, an estimated $50.5M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q4 2019 was State Street, an estimated $19.8M sold.
Based on aggregated 13F filings for Q4 2019.