State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
24 hedge funds and large institutions have $270M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.
3.98% less ownership
Funds ownership: 93.72% → 89.74% (-4%)
4% less funds holding
Funds holding: 25 → 24 (-1)
6% less capital invested
Capital invested by funds: $287M → $270M (-$16.2M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$849K |
| 2 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$473K |
| 3 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$220K |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$199K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$16.5M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$7.68M |
| 3 |
Jane Street
New York
|
-$1.46M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$990K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$837K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| – | -$16K | -843 | Closed |
|
|
CAC
27
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$10K | -537 | Closed |
|
|
ADL
28
Asset Dedication LLC
San Francisco,
California
| – | -$1K | -68 | Closed |
|
TIPX Hedge Fund Activity: Q4 2018 in Review
24 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2018, worth a combined $270M — down 5.7% from $287M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TIPX and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.
The largest buyer was Royal Bank of Canada, adding an estimated $849K. The largest seller was State Street, cutting an estimated $16.5M.
- 24 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2018, down from 25 in Q3 2018.
- Funds reported $270M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2018, down 5.7% quarter-over-quarter.
- 4 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2018 and 5 closed out, a net change of -1 holder.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2018 was Royal Bank of Canada, an estimated $849K added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2018 was State Street, an estimated $16.5M sold.
Based on aggregated 13F filings for Q4 2018.