State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
142 hedge funds and large institutions have $1.04B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2022 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 58 reducing their positions, and 23 closing their positions.
30% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 23
2% more funds holding
Funds holding: 139 → 142 (+3)
0.3% less ownership
Funds ownership: 77.77% → 77.47% (-0.3%)
6% less capital invested
Capital invested by funds: $1.11B → $1.04B (-$64.3M)
19% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 58
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $605K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$57M |
| 2 |
AA
Alesco Advisors
Pittsford,
New York
|
+$10.8M |
| 3 |
Morgan Stanley
New York
|
+$7.51M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$4.46M |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
+$3.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$52.5M |
| 2 |
CA
Continuum Advisory
Eagle,
Idaho
|
-$18.2M |
| 3 |
Jane Street
New York
|
-$14M |
| 4 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$12.6M |
| 5 |
ODFS
O'Donnell Financial Services
San Rafael,
California
|
-$10M |
TIPX Hedge Fund Activity: Q4 2022 in Review
142 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2022, worth a combined $1.04B — down 5.8% from $1.11B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new TIPX positions and 23 closed out — a net gain of 7 holders — while 47 added to existing stakes and 58 trimmed.
The largest buyer was State Street, adding an estimated $57M. The largest seller was Capital Analysts LLC, cutting an estimated $52.5M.
- 142 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2022, up from 139 in Q3 2022.
- Funds reported $1.04B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2022, down 5.8% quarter-over-quarter.
- 30 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2022 and 23 closed out, a net change of +7 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2022 was State Street, an estimated $57M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2022 was Capital Analysts LLC, an estimated $52.5M sold.
Based on aggregated 13F filings for Q4 2022.