State Street SPDR Portfolio TIPS ETF
SPIP
185 hedge funds and large institutions have $1.26B invested in State Street SPDR Portfolio TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 42 reducing their positions, and 14 closing their positions.
150% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 14
98% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 42
11% more funds holding
Funds holding: 167 → 185 (+18)
7% more capital invested
Capital invested by funds: $1.18B → $1.26B (+$82.6M)
2.64% less ownership
Funds ownership: 65.75% → 63.1% (-2.6%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$21.1M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$11.3M |
| 3 |
V
Veritable
Wilmington,
Delaware
|
+$10.5M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$9.65M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$8.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$24.7M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$18.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$8.58M |
| 4 |
State Street
Boston,
Massachusetts
|
-$7.49M |
| 5 |
AssetMark Inc
Concord,
California
|
-$3.47M |
SPIP Hedge Fund Activity: Q3 2020 in Review
185 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q3 2020, worth a combined $1.26B — up 7% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SPIP positions and 14 closed out — a net gain of 21 holders — while 83 added to existing stakes and 42 trimmed.
The largest buyer was LPL Financial, adding an estimated $21.1M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $24.7M.
- 185 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q3 2020, up from 167 in Q2 2020.
- Funds reported $1.26B of State Street SPDR Portfolio TIPS ETF stock for Q3 2020, up 7% quarter-over-quarter.
- 35 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q3 2020 and 14 closed out, a net change of +21 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q3 2020 was LPL Financial, an estimated $21.1M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q3 2020 was Charles Schwab Investment Advisory, an estimated $24.7M sold.
Based on aggregated 13F filings for Q3 2020.