State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
62 hedge funds and large institutions have $658M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 8 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
238% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 8
27% more funds holding
Funds holding: 49 → 62 (+13)
12% more capital invested
Capital invested by funds: $589M → $658M (+$68.9M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
5.45% less ownership
Funds ownership: 90.67% → 85.23% (-5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$38.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.06M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.24M |
| 4 |
FMC
Financial Management Concepts
Winter Springs,
Florida
|
+$3.73M |
| 5 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$3.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$9.64M |
| 2 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$338K |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$140K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$77K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$50.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWMA
51
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| $20K | +$20.1K | +953 | New |
|
|
NFG
52
Next Financial Group
Houston,
Texas
| $17K | +$16.8K | +796 | New |
|
|
GEA
53
Glen Eagle Advisors
Kingston,
New Jersey
| $16.6K | – | – | – |
|
|
MA
54
MCF Advisors
Covington,
Kentucky
| $13K | +$1.26K | +60 | +11% |
|
|
AF
55
Advisornet Financial
Minnetonka,
Minnesota
| $8K | -$12.6K | -600 | -60% |
|
56
William Blair & Company
Chicago,
Illinois
| $8K | – | – | – |
|
|
CI
57
CX Institutional
Auburn,
Indiana
| $5K | -$50.7K | -2,405 | -90% |
|
58
Fifth Third Bancorp
Cincinnati,
Ohio
| $4K | +$3.69K | +175 | New |
|
59
BlackRock
New York
| $1K | – | – | – |
|
|
ASN
60
Advisory Services Network
Atlanta,
Georgia
| $1K | +$548 | +26 | New |
|
|
61
Citadel Advisors
Miami,
Florida
| – | -$9.64M | -461,986 | Closed |
|
|
62
UBS Group
Zurich,
Switzerland
| – | -$77K | -3,702 | Closed |
|
|
TIM
63
Tortoise Investment Management
White Plains,
New York
| – | -$33K | -1,595 | Closed |
|
64
Fidelity Investments
Boston,
Massachusetts
| – | -$15.9K | -756 | -100% |
|
TIPX Hedge Fund Activity: Q2 2021 in Review
62 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2021, worth a combined $658M — up 12% from $589M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new TIPX positions and 3 closed out — a net gain of 13 holders — while 27 added to existing stakes and 8 trimmed.
The largest buyer was State Street, adding an estimated $38.7M. The largest seller was Citadel Advisors, exiting entirely with an estimated $9.64M sold.
- 62 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2021, up from 49 in Q1 2021.
- Funds reported $658M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 16 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2021 and 3 closed out, a net change of +13 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2021 was State Street, an estimated $38.7M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2021 was Citadel Advisors, an estimated $9.64M sold.
Based on aggregated 13F filings for Q2 2021.