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State Street SPDR Bloomberg 1-10 Year TIPS ETF

145 hedge funds and large institutions have $1.16B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 86.75%87.21% (+0.46%)

0% more capital invested

Capital invested by funds: $1.16B → $1.16B (+$938K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 151145 (-6)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

50% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 72

Holders
145
Holders Change
-6
Holders Change %
-3.97%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
36
Reduced
72
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
26
Hibernia Wealth Partners
Louisiana
$2.17M -$521K -28,125 -19%
IGWM
27
ICA Group Wealth Management
Colorado
$1.88M -$396K -21,357 -18%
CAN
28
Cetera Advisor Networks
California
$1.87M -$555K -29,945 -23%
GM
29
GeoWealth Management
Illinois
$1.73M -$793K -42,779 -32%
Citadel Advisors
30
Citadel Advisors
Florida
$1.68M +$1.67M +89,899 New
PAG
31
Private Advisor Group
New Jersey
$1.66M -$417K -22,479 -20%
PWM
32
Perigon Wealth Management
California
$1.65M -$6.19K -334 -0.4%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.59M +$354K +19,078 +29%
BCI
34
Brinker Capital Investments
Pennsylvania
$1.57M -$152K -8,201 -9%
OPS
35
Orion Portfolio Solutions
Nebraska
$1.57M -$152K -8,201 -9%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.53M -$3.04M -164,168 -67%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.53M -$1.17M -63,197 -43%
MA
38
Mutual Advisors
Nebraska
$1.46M -$46.1K -2,488 -3%
BPA
39
Beacon Pointe Advisors
California
$1.33M -$78.5K -4,235 -6%
Deutsche Bank
40
Deutsche Bank
Germany
$1.27M -$23.6K -1,272 -2%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.21M
CA
42
Cetera Advisors
Colorado
$1.21M +$385K +20,787 +47%
EIA
43
Eldridge Investment Advisors
New Hampshire
$1.2M +$1.2M +64,500 New
RCM
44
Raleigh Capital Management
North Carolina
$1.18M -$478K -25,797 -29%
SSWM
45
Sheets Smith Wealth Management
North Carolina
$1.17M +$48.7K +2,628 +4%
AFS
46
AFG Fiduciary Services
Massachusetts
$1.12M -$1.35M -73,057 -55%
FTUS
47
Flow Traders U.S.
New York
$1.1M +$1.1M +59,152 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.08M +$1.08M +58,113 New
AWM
49
Axxcess Wealth Management
California
$1M -$365K -19,704 -27%
UBS Group
50
UBS Group
Switzerland
$997K +$65.1K +3,511 +7%

TIPX Hedge Fund Activity: Q1 2024 in Review

145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2024, worth a combined $1.16B — up 0.08% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TIPX and 18 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 36 added.

The largest buyer was State Street, adding an estimated $38.7M. The largest seller was LPL Financial, cutting an estimated $11.8M.

  • 145 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2024, down from 151 in Q4 2023.
  • Funds reported $1.16B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2024, up 0.08% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2024 and 23 closed out, a net change of -5 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2024 was State Street, an estimated $38.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2024 was LPL Financial, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2024.