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State Street SPDR Bloomberg 1-10 Year TIPS ETF

43 hedge funds and large institutions have $326M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

10.8% more ownership

Funds ownership: 91.68%102.48% (+11%)

8% more funds holding

Funds holding: 4043 (+3)

3% more capital invested

Capital invested by funds: $318M → $326M (+$8.36M)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
14
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
CX Institutional
Indiana
$234K +$54.1K +2,745 +30%
C1AG
27
Client 1st Advisory Group
Florida
$216K -$595K -30,212 -73%
AWM
28
Avior Wealth Management
Nebraska
$208K +$10.8K +547 +5%
LPL Financial
29
LPL Financial
California
$202K -$278K -14,113 -58%
Bank of America
30
Bank of America
North Carolina
$189K -$46.7K -2,368 -20%
CAN
31
Claraphi Advisory Network
United States
$166K +$167K +8,462 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$154K
GWM
33
Geneos Wealth Management
Colorado
$100K
TIM
34
Tortoise Investment Management
New York
$31K -$177K -9,000 -85%
AA
35
Advisory Alpha
Michigan
$29.9K
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$22K
GEA
37
Glen Eagle Advisors
New Jersey
$15.4K
MA
38
MCF Advisors
Kentucky
$6K -$2.6K -132 -31%
UBS Group
39
UBS Group
Switzerland
$5K +$4.77K +242 New
SWA
40
Stratos Wealth Advisors
Ohio
$2K +$1.73K +88 New
BlackRock
41
BlackRock
New York
$1K +$985 +50 New
RA
42
RFG Advisory
Alabama
-$329K -16,792 Closed
FPFS
43
First Personal Financial Services
North Carolina
-$14K -710 Closed
Fidelity Investments
44
Fidelity Investments
Massachusetts
-$13.8K -703 -100%
WEC
45
Winslow Evans & Crocker
Massachusetts
-$10K -500 Closed
HWM
46
Howard Wealth Management
Connecticut
-$5K -284 Closed

TIPX Hedge Fund Activity: Q1 2020 in Review

43 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2020, worth a combined $326M — up 2.6% from $318M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TIPX positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was State Street, adding an estimated $54.4M. The largest seller was Jane Street, cutting an estimated $49.8M.

  • 43 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2020, up from 40 in Q4 2019.
  • Funds reported $326M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2020, up 2.6% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2020 and 4 closed out, a net change of +5 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2020 was State Street, an estimated $54.4M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2020 was Jane Street, an estimated $49.8M sold.

Based on aggregated 13F filings for Q1 2020.