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State Street SPDR Bloomberg 1-10 Year TIPS ETF

46 hedge funds and large institutions have $489M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

14% more capital invested

Capital invested by funds: $427M → $489M (+$61.2M)

7% more funds holding

Funds holding: 4346 (+3)

3.75% more ownership

Funds ownership: 90.84%94.59% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
19
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$428K
HAS
27
HBW Advisory Services
California
$356K +$17.7K +855 +5%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$317K -$8.83K -427 -3%
RFN
29
RDA Financial Network
Iowa
$266K -$6.49K -314 -2%
WWM
30
Western Wealth Management
Colorado
$256K -$725K -35,080 -74%
MIAN
31
Mariner Independent Advisor Network
Kansas
$251K
AWM
32
Avior Wealth Management
Nebraska
$235K +$1.7K +82 +0.7%
CI
33
CX Institutional
Indiana
$220K -$31.7K -1,533 -13%
GWM
34
Geneos Wealth Management
Colorado
$127K +$20.7K +1,000 +20%
APA
35
American Portfolios Advisors
New York
$54.4K +$53.8K +2,601 New
Wells Fargo
36
Wells Fargo
California
$36K
TIM
37
Tortoise Investment Management
New York
$33K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$22K
AF
39
Advisornet Financial
Minnesota
$21K
SPIA
40
Steward Partners Investment Advisory
New York
$21K +$20.7K +1,000 New
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$4.14K -200 -17%
GEA
42
Glen Eagle Advisors
New Jersey
$16.4K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$15K +$15.2K +736 New
MA
44
MCF Advisors
Kentucky
$11K +$352 +17 +3%
NDSI
45
Newman Dignan & Sheerar Inc
Rhode Island
$1.86K +$650K +31,422 +54%
BlackRock
46
BlackRock
New York
$1K
NA
47
NewEdge Advisors
Louisiana
-$3.06M -147,491 Closed
Jane Street
48
Jane Street
New York
-$2.96M -143,022 Closed
LCP
49
Legacy Capital Partners
Wisconsin
-$245K -11,810 Closed

TIPX Hedge Fund Activity: Q4 2020 in Review

46 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2020, worth a combined $489M — up 14% from $427M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TIPX positions and 3 closed out — a net gain of 3 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was State Street, adding an estimated $53.7M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $3.06M sold.

  • 46 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $489M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2020 and 3 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2020 was State Street, an estimated $53.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2020 was NewEdge Advisors, an estimated $3.06M sold.

Based on aggregated 13F filings for Q4 2020.