State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
37 hedge funds and large institutions have $312M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
9% more funds holding
Funds holding: 34 → 37 (+3)
1% more capital invested
Capital invested by funds: $309M → $312M (+$2.97M)
0.78% more ownership
Funds ownership: 90.87% → 91.65% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$3.51M |
| 2 |
BC
Brio Consultants
San Francisco,
California
|
+$635K |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$485K |
| 4 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$471K |
| 5 |
AWM
Altavista Wealth Management
Asheville,
North Carolina
|
+$424K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.88M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.07M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$866K |
| 4 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$448K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$389K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
26
CX Institutional
Auburn,
Indiana
| $200K | +$200K | +10,232 | New |
|
27
Bank of America
Charlotte,
North Carolina
| $162K | -$6.21K | -317 | -4% |
|
|
AWM
28
Avior Wealth Management
Omaha,
Nebraska
| $162K | +$125K | +6,359 | +325% |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $153K | – | – | – |
|
|
AA
30
Advisory Alpha
Holland,
Michigan
| $29.4K | +$29.4K | +1,500 | New |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $22K | – | – | – |
|
|
GEA
32
Glen Eagle Advisors
Kingston,
New Jersey
| $15.4K | +$15.4K | +785 | New |
|
33
Fidelity Investments
Boston,
Massachusetts
| $14K | +$13.8K | +705 | New |
|
|
MA
34
MCF Advisors
Covington,
Kentucky
| $11K | – | – | – |
|
|
WEC
35
Winslow Evans & Crocker
Boston,
Massachusetts
| $10K | – | – | – |
|
|
SWP
36
Strategic Wealth Partners
Independence,
Ohio
| $131 | -$15.7K | -801 | -11% |
|
|
37
Jane Street
New York
| – | -$1.88M | -96,084 | Closed |
|
|
RCG
38
Ruggie Capital Group
Tavares,
Florida
| – | -$448K | -22,897 | Closed |
|
|
MWM
39
Meridian Wealth Management
Lexington,
Kentucky
| – | -$306 | -1,561 | Closed |
|
TIPX Hedge Fund Activity: Q3 2019 in Review
37 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2019, worth a combined $312M — up 0.96% from $309M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TIPX positions and 4 closed out — a net gain of 3 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was State Street, adding an estimated $3.51M. The largest seller was Jane Street, exiting entirely with an estimated $1.88M sold.
- 37 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2019, up from 34 in Q2 2019.
- Funds reported $312M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2019, up 0.96% quarter-over-quarter.
- 7 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2019 and 4 closed out, a net change of +3 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2019 was State Street, an estimated $3.51M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2019 was Jane Street, an estimated $1.88M sold.
Based on aggregated 13F filings for Q3 2019.