State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
30 hedge funds and large institutions have $296M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
25% more funds holding
Funds holding: 24 → 30 (+6)
10% more capital invested
Capital invested by funds: $270M → $296M (+$25.7M)
3.59% more ownership
Funds ownership: 89.74% → 93.34% (+3.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$25.4M |
| 2 |
AWM
Altavista Wealth Management
Asheville,
North Carolina
|
+$3.84M |
| 3 |
BC
Brio Consultants
San Francisco,
California
|
+$1.66M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$430K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$12.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.04M |
| 3 |
Jane Street
New York
|
-$593K |
| 4 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$428K |
| 5 |
CA
Continuum Advisory
Eagle,
Idaho
|
-$202K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $22K | -$12.2M | -637,225 | -100% |
|
|
MA
27
MCF Advisors
Covington,
Kentucky
| $10K | +$1.47K | +77 | +17% |
|
|
ADL
28
Asset Dedication LLC
San Francisco,
California
| $1K | +$1.3K | +68 | New |
|
|
29
Jane Street
New York
| – | -$593K | -31,409 | Closed |
|
|
FANJ
30
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$6K | -315 | Closed |
|
|
AWM
31
Avior Wealth Management
Omaha,
Nebraska
| – | +$706 | +37 | New |
|
TIPX Hedge Fund Activity: Q1 2019 in Review
30 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2019, worth a combined $296M — up 9.5% from $270M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TIPX positions and 2 closed out — a net gain of 6 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was State Street, adding an estimated $25.4M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $12.2M.
- 30 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2019, up from 24 in Q4 2018.
- Funds reported $296M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2019, up 9.5% quarter-over-quarter.
- 8 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2019 and 2 closed out, a net change of +6 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2019 was State Street, an estimated $25.4M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $12.2M sold.
Based on aggregated 13F filings for Q1 2019.