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State Street SPDR Bloomberg 1-10 Year TIPS ETF

123 hedge funds and large institutions have $1.2B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $1.17B → $1.2B (+$21.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 48

1.26% less ownership

Funds ownership: 86.28%85.02% (-1.3%)

8% less funds holding

Funds holding: 134123 (-11)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
123
Holders Change
-11
Holders Change %
-8.21%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
47
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
26
Raleigh Capital Management
North Carolina
$1.63M +$295K +15,766 +22%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.63M -$1.57M -84,060 -49%
NWM
28
Napa Wealth Management
California
$1.58M +$194K +10,394 +14%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.53M -$18.7K -1,000 -1%
MA
30
Mutual Advisors
Nebraska
$1.46M +$72.8K +3,896 +5%
RL
31
Retireful LLC
Michigan
$1.43M -$214K -11,449 -13%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.32M +$61K +3,262 +5%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.32M +$357K +19,118 +38%
Stifel Financial
34
Stifel Financial
Missouri
$1.28M +$391K +20,894 +45%
JP Morgan Chase
35
JP Morgan Chase
New York
$1.24M +$112 +6 +0%
BPA
36
Beacon Pointe Advisors
California
$1.17M -$63K -3,371 -5%
MFS
37
McNamara Financial Services
Massachusetts
$1.15M +$63.6K +3,402 +6%
GM
38
GeoWealth Management
Illinois
$1.07M +$466K +24,905 +79%
Jane Street
39
Jane Street
New York
$987K -$4.73M -253,055 -83%
AWM
40
Axxcess Wealth Management
California
$924K -$86.4K -4,623 -9%
CWM
41
Capital Wealth Management
Rhode Island
$909K +$25.1K +1,343 +3%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$878K +$9.27K +496 +1%
Truist Financial
43
Truist Financial
North Carolina
$876K +$56.3K +3,011 +7%
Citadel Advisors
44
Citadel Advisors
Florida
$830K -$102K -5,438 -11%
LWMI
45
Landmark Wealth Management (Illinois)
Illinois
$829K +$4.04K +216 +0.5%
UBS Group
46
UBS Group
Switzerland
$777K -$161K -8,586 -17%
T
47
Tidemark
California
$768K +$52.8K +2,825 +7%
RFN
48
Redwood Financial Network
Ohio
$707K -$18K -963 -3%
PAG
49
Private Advisor Group
New Jersey
$701K -$26.9K -1,437 -4%
KAS
50
Kestra Advisory Services
Texas
$679K -$28.6K -1,530 -4%

TIPX Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2024, worth a combined $1.2B — up 1.9% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TIPX and 10 opened new positions — a net loss of 10 holders — while 48 trimmed existing stakes and 47 added.

The largest buyer was State Street, adding an estimated $42.1M. The largest seller was LPL Financial, cutting an estimated $38.1M.

  • 123 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2024, down from 134 in Q2 2024.
  • Funds reported $1.2B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2024, up 1.9% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2024 and 20 closed out, a net change of -10 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2024 was State Street, an estimated $42.1M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2024 was LPL Financial, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2024.