State Street SPDR Portfolio TIPS ETF
SPIP
242 hedge funds and large institutions have $1.67B invested in State Street SPDR Portfolio TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 106 increasing their positions, 58 reducing their positions, and 12 closing their positions.
250% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 12
83% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 58
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
12% more funds holding
Funds holding: 216 → 242 (+26)
4% more capital invested
Capital invested by funds: $1.61B → $1.67B (+$61.2M)
1.39% less ownership
Funds ownership: 66.35% → 64.95% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$79.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$24.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$14.4M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$12.4M |
| 5 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$9.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$146M |
| 2 |
Jane Street
New York
|
-$28.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$11.1M |
| 4 |
DRS
Deane Retirement Strategies
New Orleans,
Louisiana
|
-$5.83M |
| 5 |
V
Veritable
Wilmington,
Delaware
|
-$2.14M |
SPIP Hedge Fund Activity: Q2 2021 in Review
242 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio TIPS ETF (SPIP) for Q2 2021, worth a combined $1.67B — up 3.8% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SPIP positions and 12 closed out — a net gain of 30 holders — while 106 added to existing stakes and 58 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $79.7M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $146M.
- 242 institutional investors held State Street SPDR Portfolio TIPS ETF (SPIP) as of Q2 2021, up from 216 in Q1 2021.
- Funds reported $1.67B of State Street SPDR Portfolio TIPS ETF stock for Q2 2021, up 3.8% quarter-over-quarter.
- 42 funds opened new State Street SPDR Portfolio TIPS ETF positions in Q2 2021 and 12 closed out, a net change of +30 holders.
- The largest State Street SPDR Portfolio TIPS ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $79.7M added.
- The largest State Street SPDR Portfolio TIPS ETF seller in Q2 2021 was Charles Schwab Investment Advisory, an estimated $146M sold.
Based on aggregated 13F filings for Q2 2021.