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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.14B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

8% more funds holding

Funds holding: 124134 (+10)

5.08% less ownership

Funds ownership: 83.3%78.21% (-5.1%)

7% less capital invested

Capital invested by funds: $1.23B → $1.14B (-$87.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $231K

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
25
Increased
51
Reduced
44
Closed
15
Calls
Puts
$231K
Net Calls
-$231K
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$5.38M +$2.07M +103,578 +60%
MML Investors Services
27
MML Investors Services
Massachusetts
$5.25M +$1.19M +59,234 +28%
JP Morgan Chase
28
JP Morgan Chase
New York
$5.15M -$14.9K -743 -0.3%
SS
29
Simplicity Solutions
Minnesota
$4.5M -$1.58M -79,026 -25%
PAG
30
Private Advisor Group
New Jersey
$4.01M +$938K +46,868 +29%
HCM
31
Howard Capital Management
Georgia
$3.71M +$1.15M +57,239 +43%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.48M +$2.29M +114,276 +177%
AI
33
Atria Investments
North Carolina
$3M -$451K -22,527 -13%
Morgan Stanley
34
Morgan Stanley
New York
$2.88M -$1.61M -80,226 -35%
EF
35
Empowered Funds
Pennsylvania
$2.81M +$2.91M +145,258 New
Stifel Financial
36
Stifel Financial
Missouri
$2.6M +$1.73M +86,322 +182%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.58M +$308K +15,381 +13%
PAS
38
Park Avenue Securities
New York
$2.57M +$127K +6,358 +5%
LFP
39
Leeward Financial Partners
Washington
$2.48M +$2.55M +127,594 New
PFA
40
Pure Financial Advisors
California
$2.35M +$1.98M +99,132 +463%
Goldman Sachs
41
Goldman Sachs
New York
$2.33M -$427K -21,330 -15%
PWPS
42
Pinnacle Wealth Planning Services
Ohio
$2.28M +$27.9K +1,394 +1%
DJSG
43
D.J. St. Germain
Massachusetts
$2.23M +$2.29M +114,485 New
CAC
44
Certified Advisory Corp
Florida
$2.09M +$225K +11,244 +12%
CRI
45
Colonial River Investments
Virginia
$1.94M +$1.16M +57,758 +138%
CWA
46
Capital Wealth Alliance
Arizona
$1.76M +$564K +28,176 +45%
CAN
47
Cetera Advisor Networks
California
$1.76M -$324K -16,203 -15%
WWM
48
Western Wealth Management
Colorado
$1.69M +$276K +13,777 +19%
MA
49
Mutual Advisors
Nebraska
$1.68M +$56.4K +2,820 +3%
RCM
50
Raleigh Capital Management
North Carolina
$1.64M -$437K -21,821 -21%

TIPX Hedge Fund Activity: Q2 2022 in Review

134 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2022, worth a combined $1.14B — down 7.1% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TIPX positions and 15 closed out — a net gain of 10 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $31.6M. The largest seller was Jane Street, cutting an estimated $65M.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2022, up from 124 in Q1 2022.
  • Funds reported $1.14B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2022, down 7.1% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2022 and 15 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2022 was Citadel Advisors, an estimated $31.6M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2022 was Jane Street, an estimated $65M sold.

Based on aggregated 13F filings for Q2 2022.