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State Street SPDR Bloomberg 1-10 Year TIPS ETF

43 hedge funds and large institutions have $427M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

16% more capital invested

Capital invested by funds: $368M → $427M (+$59.6M)

5% more funds holding

Funds holding: 4143 (+2)

4.74% less ownership

Funds ownership: 95.58%90.84% (-4.7%)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
5
Increased
21
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$432K +$408K +19,751 +1,792%
IA
27
IFP Advisors
Florida
$425K +$398K +19,290 +1,585%
HAS
28
HBW Advisory Services
California
$335K +$333K +16,154 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$323K -$148K -7,153 -31%
RFN
30
RDA Financial Network
Iowa
$270K -$1.03K -50 -0.4%
CI
31
CX Institutional
Indiana
$250K -$8.87K -430 -3%
MIAN
32
Mariner Independent Advisor Network
Kansas
$248K +$248K +12,000 New
LCP
33
Legacy Capital Partners
Wisconsin
$245K +$1.22K +59 +0.5%
AWM
34
Avior Wealth Management
Nebraska
$231K -$660 -32 -0.3%
GWM
35
Geneos Wealth Management
Colorado
$105K
Wells Fargo
36
Wells Fargo
California
$35K +$15.1K +732 +75%
TIM
37
Tortoise Investment Management
New York
$33K
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$23.7K +1,150 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$22K
AF
40
Advisornet Financial
Minnesota
$21K +$13.2K +640 +178%
GEA
41
Glen Eagle Advisors
New Jersey
$16.3K
MA
42
MCF Advisors
Kentucky
$10K +$1.18K +57 +13%
BlackRock
43
BlackRock
New York
$1K
VWA
44
V Wealth Advisors
Kansas
-$564K -27,740 Closed
CAN
45
Cetera Advisor Networks
California
-$54K -2,670 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
-$27K -1,332 Closed

TIPX Hedge Fund Activity: Q3 2020 in Review

43 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2020, worth a combined $427M — up 16% from $368M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TIPX positions and 3 closed out — a net gain of 2 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was State Street, adding an estimated $40.6M. The largest seller was V Wealth Advisors, exiting entirely with an estimated $564K sold.

  • 43 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2020, up from 41 in Q2 2020.
  • Funds reported $427M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2020 and 3 closed out, a net change of +2 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2020 was State Street, an estimated $40.6M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2020 was V Wealth Advisors, an estimated $564K sold.

Based on aggregated 13F filings for Q3 2020.