State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
34 hedge funds and large institutions have $309M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
13% more funds holding
Funds holding: 30 → 34 (+4)
4% more capital invested
Capital invested by funds: $296M → $309M (+$12.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.47% less ownership
Funds ownership: 93.34% → 90.87% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$2.7M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$2.65M |
| 3 |
Jane Street
New York
|
+$1.86M |
| 4 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$1.28M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.55M |
| 2 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$289K |
| 3 |
LPL Financial
San Diego,
California
|
-$196K |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$161K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$120K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWP
26
Strategic Wealth Partners
Independence,
Ohio
| $147K | -$289K | -14,900 | -66% |
|
|
AWM
27
Avior Wealth Management
Omaha,
Nebraska
| $38K | +$37.1K | +1,917 | +5,181% |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $22K | – | – | – |
|
|
MA
29
MCF Advisors
Covington,
Kentucky
| $11K | +$252 | +13 | +2% |
|
|
WEC
30
Winslow Evans & Crocker
Boston,
Massachusetts
| $10K | +$9.68K | +500 | New |
|
|
NDSI
31
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $718 | +$7.13K | +368 | +1% |
|
|
MWM
32
Meridian Wealth Management
Lexington,
Kentucky
| $306 | +$30.2K | +1,561 | New |
|
|
33
LPL Financial
San Diego,
California
| – | -$196K | -10,136 | Closed |
|
|
CI
34
CX Institutional
Auburn,
Indiana
| – | -$161K | -8,312 | Closed |
|
|
AA
35
Advisory Alpha
Holland,
Michigan
| – | -$28.9K | -1,500 | Closed |
|
|
ADL
36
Asset Dedication LLC
San Francisco,
California
| – | -$1K | -68 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | +$19 | +1 | New |
|
TIPX Hedge Fund Activity: Q2 2019 in Review
34 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2019, worth a combined $309M — up 4.4% from $296M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TIPX positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was State Street, adding an estimated $2.7M. The largest seller was Bank of America, cutting an estimated $1.55M.
- 34 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2019, up from 30 in Q1 2019.
- Funds reported $309M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2019, up 4.4% quarter-over-quarter.
- 8 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2019 and 4 closed out, a net change of +4 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2019 was State Street, an estimated $2.7M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2019 was Bank of America, an estimated $1.55M sold.
Based on aggregated 13F filings for Q2 2019.