Northern Trust iBoxx 5-Year Target Duration TIPS ETF
TDTF
72 hedge funds and large institutions have $671M invested in Northern Trust iBoxx 5-Year Target Duration TIPS ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 34 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
9% more funds holding
Funds holding: 66 → 72 (+6)
1% less capital invested
Capital invested by funds: $677M → $671M (-$6.8M)
4.8% less ownership
Funds ownership: 84.78% → 79.98% (-4.8%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
62% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wealth Architects
Mountain View,
California
|
+$43.8M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$2.51M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.43M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$2.34M |
| 5 |
Rockefeller Capital Management
New York
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$31.7M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$7.9M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$5.67M |
| 4 |
Jane Street
New York
|
-$5.19M |
| 5 |
AWA
Archvest Wealth Advisors
Concord,
California
|
-$3.72M |
TDTF Hedge Fund Activity: Q4 2023 in Review
72 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) for Q4 2023, worth a combined $671M — down 1% from $677M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new TDTF positions and 10 closed out — a net gain of 6 holders — while 13 added to existing stakes and 34 trimmed.
The largest buyer was Wealth Architects, adding an estimated $43.8M. The largest seller was Blue Trust Inc, cutting an estimated $31.7M.
- 72 institutional investors held Northern Trust iBoxx 5-Year Target Duration TIPS ETF (TDTF) as of Q4 2023, up from 66 in Q3 2023.
- Funds reported $671M of Northern Trust iBoxx 5-Year Target Duration TIPS ETF stock for Q4 2023, down 1% quarter-over-quarter.
- 16 funds opened new Northern Trust iBoxx 5-Year Target Duration TIPS ETF positions in Q4 2023 and 10 closed out, a net change of +6 holders.
- The largest Northern Trust iBoxx 5-Year Target Duration TIPS ETF buyer in Q4 2023 was Wealth Architects, an estimated $43.8M added.
- The largest Northern Trust iBoxx 5-Year Target Duration TIPS ETF seller in Q4 2023 was Blue Trust Inc, an estimated $31.7M sold.
Based on aggregated 13F filings for Q4 2023.