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State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX

62 hedge funds and large institutions have $658M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

238% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 8

27% more funds holding

Funds holding: 49 → 62 (+13)

12% more capital invested

Capital invested by funds: $589M → $658M (+$68.9M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

5.45% less ownership

Funds ownership: 90.67% → 85.23% (-5.4%)

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
1.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
27
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$38.7M
2
LPL Financial
LPL Financial
California
+$7.06M
3
RJA
Raymond James & Associates
Florida
+$4.24M
4
FMC
Financial Management Concepts
Florida
+$3.73M
5
WI
WBI Investments
New Jersey
+$3.26M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$9.64M
2
MGIA
Moneta Group Investment Advisors
Missouri
-$338K
3
FI
FormulaFolio Investments
Michigan
-$140K
4
UBS Group
UBS Group
Switzerland
-$77K
5
CI
CX Institutional
Indiana
-$50.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
26
Western Wealth Management
Colorado
$651K – – –
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$582K +$508K +24,100 +699%
FTUS
28
Flow Traders U.S.
New York
$573K +$572K +27,131 New
BCM
29
Brookstone Capital Management
Illinois
$542K +$540K +25,620 New
FI
30
FormulaFolio Investments
Michigan
$441K -$140K -6,629 -24%
IA
31
IFP Advisors
Florida
$401K +$5.9K +280 +1%
CA
32
Cetera Advisors
Colorado
$396K +$80.8K +3,834 +26%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$395K +$394K +18,669 New
VAG
34
VisionPoint Advisory Group
Texas
$356K +$355K +16,834 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$323K -$21.5K -1,019 -6%
RFN
36
RDA Financial Network
Iowa
$269K – – –
QCIG
37
Quad-Cities Investment Group
Iowa
$256K +$2.8K +133 +1%
MIAN
38
Mariner Independent Advisor Network
Kansas
$253K +$1.05K +50 +0.4%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$253K +$5.95K +282 +2%
JCM
40
Jacobi Capital Management
Pennsylvania
$237K -$9.13K -433 -4%
SWP
41
Stratos Wealth Partners
Ohio
$223K +$222K +10,547 New
AWM
42
Avior Wealth Management
Nebraska
$216K -$18.7K -885 -9%
GWM
43
Geneos Wealth Management
Colorado
$128K – – –
AWM
44
Accel Wealth Management
Iowa
$114K +$114K +5,407 New
AAP
45
Arax Advisory Partners
Colorado
$50K +$50.4K +2,389 New
Wells Fargo
46
Wells Fargo
California
$36K +$21 +1 +0.1%
APA
47
American Portfolios Advisors
New York
$34.2K +$8.22K +390 +32%
HI
48
Harbour Investments
Wisconsin
$25K +$25.1K +1,190 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
SWM
50
Spire Wealth Management
Virginia
$20K – – –
1
2
3

TIPX Hedge Fund Activity: Q2 2021 in Review

62 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2021, worth a combined $658M — up 12% from $589M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TIPX positions and 3 closed out — a net gain of 13 holders — while 27 added to existing stakes and 8 trimmed.

The largest buyer was State Street, adding an estimated $38.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $9.64M sold.

  • 62 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $658M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 16 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2021 and 3 closed out, a net change of +13 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2021 was State Street, an estimated $38.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2021 was Citadel Advisors, an estimated $9.64M sold.

Based on aggregated 13F filings for Q2 2021.