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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.07B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.8% less ownership

Funds ownership: 84.7%81.89% (-2.8%)

4% less funds holding

Funds holding: 140134 (-6)

6% less capital invested

Capital invested by funds: $1.13B → $1.07B (-$62.9M)

16% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 61

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
51
Reduced
61
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.92M -$333K -18,196 -10%
CAN
27
Cetera Advisor Networks
California
$2.78M +$13.3K +726 +0.5%
GM
28
GeoWealth Management
Illinois
$2.65M +$610K +33,336 +29%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$2.59M +$605K +33,114 +30%
PWM
30
Perigon Wealth Management
California
$2.58M +$19.8K +1,081 +0.8%
FFA
31
Farther Finance Advisors
California
$2.49M -$20.5K -1,121 -0.8%
BCI
32
Brinker Capital Investments
Pennsylvania
$2.47M -$96.6K -5,285 -4%
OPS
33
Orion Portfolio Solutions
Nebraska
$2.47M -$96.6K -5,285 -4%
Goldman Sachs
34
Goldman Sachs
New York
$2.46M +$659K +36,050 +36%
TCFP
35
Treasure Coast Financial Planning
Florida
$2.43M -$5.28K -289 -0.2%
IGWM
36
ICA Group Wealth Management
Colorado
$2M +$18.9K +1,034 +0.9%
BPA
37
Beacon Pointe Advisors
California
$1.93M -$770K -42,104 -28%
AWM
38
AE Wealth Management
Kansas
$1.68M +$6.95K +380 +0.4%
RCM
39
Raleigh Capital Management
North Carolina
$1.64M +$256K +13,991 +18%
EIA
40
Eldridge Investment Advisors
New Hampshire
$1.54M +$1.56M +85,401 New
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.49M
PAG
42
Paladin Advisory Group
Iowa
$1.46M -$43.1K -2,357 -3%
AWM
43
Axxcess Wealth Management
California
$1.43M +$31.1K +1,700 +2%
MA
44
Mutual Advisors
Nebraska
$1.39M -$131K -7,169 -9%
VA
45
Valmark Advisers
Ohio
$1.37M +$80.2K +4,386 +6%
Deutsche Bank
46
Deutsche Bank
Germany
$1.25M
CWA
47
Capital Wealth Alliance
Arizona
$1.2M -$14.9K -813 -1%
CWM
48
Capital Wealth Management
Rhode Island
$1.19M +$439 +24 +0%
MFS
49
McNamara Financial Services
Massachusetts
$1.16M -$2.01K -110 -0.2%
UBS Group
50
UBS Group
Switzerland
$1.11M -$51K -2,790 -4%

TIPX Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2023, worth a combined $1.07B — down 5.6% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of TIPX and 12 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 51 added.

The largest buyer was State Street, adding an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $28M.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2023, down from 140 in Q2 2023.
  • Funds reported $1.07B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2023, down 5.6% quarter-over-quarter.
  • 12 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2023 and 18 closed out, a net change of -6 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2023 was State Street, an estimated $12.5M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2023 was Jane Street, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2023.