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State Street SPDR Bloomberg 1-10 Year TIPS ETF

140 hedge funds and large institutions have $1.13B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

4.24% more ownership

Funds ownership: 80.46%84.7% (+4.2%)

2% more funds holding

Funds holding: 137140 (+3)

1% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$13.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
57
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.02M +$176K +9,435 +6%
PAS
27
Park Avenue Securities
New York
$2.87M +$32.4K +1,734 +1%
CAN
28
Cetera Advisor Networks
California
$2.83M -$793K -42,387 -22%
BPA
29
Beacon Pointe Advisors
California
$2.75M -$475K -25,421 -15%
BCI
30
Brinker Capital Investments
Pennsylvania
$2.62M -$64.1K -3,428 -2%
OPS
31
Orion Portfolio Solutions
Nebraska
$2.62M -$64.1K -3,428 -2%
PWM
32
Perigon Wealth Management
California
$2.61M -$375K -20,074 -12%
FFA
33
Farther Finance Advisors
California
$2.56M +$684K +36,589 +36%
TCFP
34
Treasure Coast Financial Planning
Florida
$2.49M -$64.3K -3,437 -2%
GM
35
GeoWealth Management
Illinois
$2.09M +$853K +45,615 +68%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$2.04M -$485K -25,933 -19%
IGWM
37
ICA Group Wealth Management
Colorado
$2.03M +$51.8K +2,773 +3%
Goldman Sachs
38
Goldman Sachs
New York
$1.85M
Citadel Advisors
39
Citadel Advisors
Florida
$1.8M -$935K -50,016 -34%
AWM
40
AE Wealth Management
Kansas
$1.71M +$51K +2,729 +3%
MA
41
Mutual Advisors
Nebraska
$1.55M -$70.9K -3,794 -4%
PAG
42
Paladin Advisory Group
Iowa
$1.53M +$1.55M +83,118 New
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.51M +$542K +29,000 +55%
AWM
44
Axxcess Wealth Management
California
$1.43M +$178K +9,531 +14%
RCM
45
Raleigh Capital Management
North Carolina
$1.41M +$111K +5,961 +8%
VA
46
Valmark Advisers
Ohio
$1.32M +$337K +18,000 +34%
Deutsche Bank
47
Deutsche Bank
Germany
$1.28M
CWA
48
Capital Wealth Alliance
Arizona
$1.24M +$137K +7,305 +12%
CWM
49
Capital Wealth Management
Rhode Island
$1.22M -$12.6K -672 -1%
UBS Group
50
UBS Group
Switzerland
$1.18M -$21.3K -1,140 -2%

TIPX Hedge Fund Activity: Q2 2023 in Review

140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2023, worth a combined $1.13B — up 1.2% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TIPX positions and 16 closed out — a net gain of 3 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was State Street, adding an estimated $58.7M. The largest seller was LPL Financial, cutting an estimated $34M.

  • 140 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2023, up from 137 in Q1 2023.
  • Funds reported $1.13B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2023, up 1.2% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2023 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2023 was State Street, an estimated $58.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2023 was LPL Financial, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2023.