Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
66 hedge funds and large institutions have $677M invested in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
11% more capital invested
Capital invested by funds: $613M → $677M (+$64.5M)
2% more funds holding
Funds holding: 65 → 66 (+1)
0.98% less ownership
Funds ownership: 85.76% → 84.78% (-0.98%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$45.4M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$23.4M |
| 3 |
Jane Street
New York
|
+$8.49M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$8.08M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.94M |
| 2 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
|
-$2.88M |
| 3 |
AWA
Archvest Wealth Advisors
Concord,
California
|
-$1.81M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.64M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$974K |
TDTF Hedge Fund Activity: Q3 2023 in Review
66 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) for Q3 2023, worth a combined $677M — up 11% from $613M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TDTF positions and 5 closed out — a net gain of 1 holder — while 25 added to existing stakes and 21 trimmed.
The largest buyer was Capital Analysts LLC, opening a new position worth an estimated $45.4M. The largest seller was Bank of America, cutting an estimated $4.94M.
- 66 institutional investors held Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) as of Q3 2023, up from 65 in Q2 2023.
- Funds reported $677M of Northern Trust iBoxx 5-Year Target Duration TIPS ETF stock for Q3 2023, up 11% quarter-over-quarter.
- 6 funds opened new Northern Trust iBoxx 5-Year Target Duration TIPS ETF positions in Q3 2023 and 5 closed out, a net change of +1 holder.
- The largest Northern Trust iBoxx 5-Year Target Duration TIPS ETF buyer in Q3 2023 was Capital Analysts LLC, an estimated $45.4M added.
- The largest Northern Trust iBoxx 5-Year Target Duration TIPS ETF seller in Q3 2023 was Bank of America, an estimated $4.94M sold.
Based on aggregated 13F filings for Q3 2023.