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State Street SPDR Bloomberg 1-10 Year TIPS ETF

99 hedge funds and large institutions have $954M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

180% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 15

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

32% more funds holding

Funds holding: 7599 (+24)

27% more capital invested

Capital invested by funds: $750M → $954M (+$203M)

0.78% more ownership

Funds ownership: 82.52%83.3% (+0.78%)

Holders
99
Holders Change
+24
Holders Change %
+32%
% of All Funds
1.52%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
31
Increased
42
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
26
Private Wealth Group
Florida
$3.58M +$3.59M +169,532 New
AI
27
Atria Investments
North Carolina
$3.56M +$617K +29,150 +21%
HCM
28
Howard Capital Management
Georgia
$2.84M +$86.2K +4,070 +3%
PWPS
29
Pinnacle Wealth Planning Services
Ohio
$2.42M +$119K +5,629 +5%
FTUS
30
Flow Traders U.S.
New York
$2.28M +$2.29M +107,929 New
Goldman Sachs
31
Goldman Sachs
New York
$2.11M
CAN
32
Cetera Advisor Networks
California
$1.97M +$1.97M +93,117 New
CWA
33
Capital Wealth Alliance
Arizona
$1.89M +$1.9M +89,680 New
NDSI
34
Newman Dignan & Sheerar Inc
Rhode Island
$1.89M -$78.4K -3,704 -4%
Renaissance Technologies
35
Renaissance Technologies
New York
$1.79M +$1.03M +48,500 +134%
CAC
36
Certified Advisory Corp
Florida
$1.74M +$1.74M +82,376 New
MA
37
Mutual Advisors
Nebraska
$1.74M -$67.1K -3,170 -4%
VWA
38
V Wealth Advisors
Kansas
$1.52M +$45.1K +2,128 +3%
Deutsche Bank
39
Deutsche Bank
Germany
$1.46M
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.38M -$19.3K -910 -1%
SAM
41
Stringer Asset Management
Tennessee
$1.32M -$1.8M -84,981 -76%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.17M +$448K +21,141 +61%
Stifel Financial
43
Stifel Financial
Missouri
$980K +$398K +18,773 +68%
CW
44
CreativeOne Wealth
Kansas
$914K +$917K +43,281 New
IWC
45
Integrated Wealth Concepts
Massachusetts
$871K +$153K +7,209 +21%
HH
46
Hilltop Holdings
Texas
$847K +$8.56K +404 +1%
WWM
47
Western Wealth Management
Colorado
$799K +$802K +37,872 New
BA
48
Bridge Advisory
California
$793K -$54.3K -2,566 -6%
CRI
49
Colonial River Investments
Virginia
$660K +$662K +31,256 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$620K +$8.47K +400 +1%

TIPX Hedge Fund Activity: Q4 2021 in Review

99 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2021, worth a combined $954M — up 27% from $750M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TIPX positions and 7 closed out — a net gain of 24 holders — while 42 added to existing stakes and 15 trimmed.

The largest buyer was State Street, adding an estimated $49.9M. The largest seller was Stringer Asset Management, cutting an estimated $1.8M.

  • 99 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2021, up from 75 in Q3 2021.
  • Funds reported $954M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2021, up 27% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2021 and 7 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2021 was State Street, an estimated $49.9M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2021 was Stringer Asset Management, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2021.