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State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX

124 hedge funds and large institutions have $1.23B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

28% more capital invested

Capital invested by funds: $954M → $1.23B (+$272M)

25% more funds holding

Funds holding: 99 → 124 (+25)

0% less ownership

Funds ownership: 83.3% → 83.3% (-0%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
124
Holders Change
+25
Holders Change %
+25.25%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
38
Increased
47
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$85M
2
CAL
Capital Analysts LLC
Pennsylvania
+$56.9M
3
State Street
State Street
Massachusetts
+$39.9M
4
LPL Financial
LPL Financial
California
+$30M
5
AssetMark Inc
AssetMark Inc
California
+$15.1M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$12.4M
2
CPFP
Clear Perspectives Financial Planning
Ohio
-$8.74M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.74M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.27M
5
FTUS
Flow Traders U.S.
New York
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
APC
26
Aspire Private Capital
North Carolina
$6.35M +$6.4M +307,160 New
JP Morgan Chase
27
JP Morgan Chase
New York
$5.48M -$170K -8,171 -3%
WI
28
WBI Investments
New Jersey
$5M +$572K +27,453 +13%
Morgan Stanley
29
Morgan Stanley
New York
$4.72M -$13.4K -645 -0.3%
CPFP
30
Clear Perspectives Financial Planning
Ohio
$4.37M -$8.74M -419,263 -67%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.35M +$729K +34,971 +20%
SWP
32
Stratos Wealth Partners
Ohio
$4.1M +$3.75M +179,701 +976%
AI
33
Atria Investments
North Carolina
$3.66M +$173K +8,279 +5%
TWM
34
Tradition Wealth Management
Minnesota
$3.58M +$3.45M +165,491 +2,207%
PWG
35
Private Wealth Group
Florida
$3.35M -$156K -7,471 -4%
PAG
36
Private Advisor Group
New Jersey
$3.3M -$1.4M -67,267 -30%
Goldman Sachs
37
Goldman Sachs
New York
$2.92M +$862K +41,335 +41%
HCM
38
Howard Capital Management
Georgia
$2.75M -$9.48K -455 -0.3%
PAS
39
Park Avenue Securities
New York
$2.6M +$2.62M +125,834 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.42M +$1.28M +61,341 +110%
PWPS
41
Pinnacle Wealth Planning Services
Ohio
$2.39M +$21.7K +1,039 +0.9%
CAN
42
Cetera Advisor Networks
California
$2.2M +$278K +13,353 +14%
RCM
43
Raleigh Capital Management
North Carolina
$2.19M +$2.21M +106,009 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$2.06M +$716K +34,350 +52%
CAC
45
Certified Advisory Corp
Florida
$1.99M +$290K +13,912 +17%
MA
46
Mutual Advisors
Nebraska
$1.73M +$22.4K +1,074 +1%
JWM
47
Jeppson Wealth Management
California
$1.55M +$1.57M +75,123 New
WWM
48
Western Wealth Management
Colorado
$1.51M +$737K +35,337 +93%
Deutsche Bank
49
Deutsche Bank
Germany
$1.43M – – –
AWM
50
AE Wealth Management
Kansas
$1.4M +$1.41M +67,681 New
1
2
3 4 5

TIPX Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2022, worth a combined $1.23B — up 28% from $954M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TIPX positions and 9 closed out — a net gain of 29 holders — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $85M. The largest seller was Raymond James & Associates, cutting an estimated $12.4M.

  • 124 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2022, up from 99 in Q4 2021.
  • Funds reported $1.23B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2022, up 28% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2022 and 9 closed out, a net change of +29 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2022 was Jane Street, an estimated $85M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2022 was Raymond James & Associates, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2022.