State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
126 hedge funds and large institutions have $1.17B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
22% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 46
2% more funds holding
Funds holding: 123 → 126 (+3)
1.68% more ownership
Funds ownership: 85.02% → 86.7% (+1.7%)
2% less capital invested
Capital invested by funds: $1.2B → $1.17B (-$21.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$10.4M |
| 2 |
State Street
Boston,
Massachusetts
|
+$3.43M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.06M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$881K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.61M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$3.43M |
| 3 |
HWP
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
-$2.14M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.47M |
| 5 |
RL
Retireful LLC
Haslett,
Michigan
|
-$1.43M |
TIPX Hedge Fund Activity: Q4 2024 in Review
126 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2024, worth a combined $1.17B — down 1.8% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new TIPX positions and 12 closed out — a net gain of 5 holders — while 56 added to existing stakes and 46 trimmed.
The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $10.4M. The largest seller was LPL Financial, cutting an estimated $3.61M.
- 126 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2024, up from 123 in Q3 2024.
- Funds reported $1.17B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2024, down 1.8% quarter-over-quarter.
- 17 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2024 and 12 closed out, a net change of +5 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2024 was Stratos Wealth Partners, an estimated $10.4M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2024 was LPL Financial, an estimated $3.61M sold.
Based on aggregated 13F filings for Q4 2024.