We are live on ! Find out more
TIPX icon

State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX

75 hedge funds and large institutions have $750M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

278% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 9

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

21% more funds holding

Funds holding: 62 → 75 (+13)

14% more capital invested

Capital invested by funds: $658M → $750M (+$92.9M)

2.7% less ownership

Funds ownership: 85.23% → 82.52% (-2.7%)

Holders
75
Holders Change
+13
Holders Change %
+20.97%
% of All Funds
1.31%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
21
Increased
34
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$14.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.6M
3
State Street
State Street
Massachusetts
+$12.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.17M
5
FA
Fermata Advisors
California
+$4.84M

Top Sellers

Rank Fund Capital Flow
1
MGIA
Moneta Group Investment Advisors
Missouri
-$981K
2
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$968K
3
FTUS
Flow Traders U.S.
New York
-$573K
4
QCIG
Quad-Cities Investment Group
Iowa
-$256K
5
FTA
Financial & Tax Architects
Missouri
-$106K
Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
51
Mariner Independent Advisor Network
Kansas
$254K +$21 +1 +0%
LNC
52
Lincoln National Corp
Pennsylvania
$253K +$254K +11,982 New
KJWM
53
Kiley Juergens Wealth Management
Washington
$249K +$251K +11,816 New
JCM
54
Jacobi Capital Management
Pennsylvania
$237K – – –
KAS
55
Kestra Advisory Services
Texas
$234K +$235K +11,067 New
AWM
56
Avior Wealth Management
Nebraska
$216K +$20.2K +953 +10%
AWM
57
Accel Wealth Management
Iowa
$137K +$23.3K +1,100 +20%
GWM
58
Geneos Wealth Management
Colorado
$128K – – –
CFGS
59
Concourse Financial Group Securities
Alabama
$120K +$120K +5,672 New
HI
60
Harbour Investments
Wisconsin
$84K +$58.8K +2,769 +233%
AAP
61
Arax Advisory Partners
Colorado
$51K +$955 +45 +2%
APA
62
American Portfolios Advisors
New York
$36.5K +$2.31K +109 +7%
Wells Fargo
63
Wells Fargo
California
$36K -$21 -1 -0.1%
SPIA
64
Steward Partners Investment Advisory
New York
$30K +$30K +1,414 New
SWM
65
Spire Wealth Management
Virginia
$20K – – –
NFG
66
Next Financial Group
Texas
$17K – – –
GEA
67
Glen Eagle Advisors
New Jersey
$16.6K – – –
MA
68
MCF Advisors
Kentucky
$14K +$467 +22 +4%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$11K +$11.2K +527 +52,700%
AF
70
Advisornet Financial
Minnesota
$8K – – –
William Blair & Company
71
William Blair & Company
Illinois
$8K – – –
SAM
72
Strategic Asset Management
Minnesota
$7K +$6.66K +314 New
CI
73
CX Institutional
Indiana
$1K -$4.69K -221 -86%
BlackRock
74
BlackRock
New York
$1K – – –
FTUS
75
Flow Traders U.S.
New York
– -$573K -27,131 Closed
1 2
3
4

TIPX Hedge Fund Activity: Q3 2021 in Review

75 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2021, worth a combined $750M — up 14% from $658M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TIPX positions and 5 closed out — a net gain of 16 holders — while 34 added to existing stakes and 9 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $14.5M. The largest seller was Moneta Group Investment Advisors, cutting an estimated $981K.

  • 75 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2021, up from 62 in Q2 2021.
  • Funds reported $750M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 21 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2021 and 5 closed out, a net change of +16 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2021 was Raymond James & Associates, an estimated $14.5M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2021 was Moneta Group Investment Advisors, an estimated $981K sold.

Based on aggregated 13F filings for Q3 2021.