State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
49 hedge funds and large institutions have $589M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 6 reducing their positions, and 5 closing their positions.
317% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 6
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
21% more capital invested
Capital invested by funds: $489M → $589M (+$100M)
7% more funds holding
Funds holding: 46 → 49 (+3)
3.92% less ownership
Funds ownership: 94.59% → 90.67% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$70M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$7.88M |
| 3 |
CPFP
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
+$6.32M |
| 4 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$4.45M |
| 5 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$2.3M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.27M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$584K |
| 4 |
HAS
HBW Advisory Services
Simi Valley,
California
|
-$356K |
| 5 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$289K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KPWS
51
Kestra Private Wealth Services
Austin,
Texas
| – | -$584K | -27,978 | Closed |
|
|
HAS
52
HBW Advisory Services
Simi Valley,
California
| – | -$356K | -17,009 | Closed |
|
|
SPIA
53
Steward Partners Investment Advisory
New York
| – | -$21K | -1,000 | Closed |
|
54
AssetMark Inc
Concord,
California
| – | +$398 | +19 | New |
|
TIPX Hedge Fund Activity: Q1 2021 in Review
49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2021, worth a combined $589M — up 21% from $489M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TIPX positions and 5 closed out — a net gain of 3 holders — while 25 added to existing stakes and 6 trimmed.
The largest buyer was State Street, adding an estimated $70M. The largest seller was CreativeOne Wealth, exiting entirely with an estimated $2.3M sold.
- 49 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2021, up from 46 in Q4 2020.
- Funds reported $589M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2021, up 21% quarter-over-quarter.
- 8 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2021 and 5 closed out, a net change of +3 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2021 was State Street, an estimated $70M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2021 was CreativeOne Wealth, an estimated $2.3M sold.
Based on aggregated 13F filings for Q1 2021.