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State Street SPDR Bloomberg 1-10 Year TIPS ETF

99 hedge funds and large institutions have $954M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

180% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 15

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

32% more funds holding

Funds holding: 7599 (+24)

27% more capital invested

Capital invested by funds: $750M → $954M (+$203M)

0.78% more ownership

Funds ownership: 82.52%83.3% (+0.78%)

Holders
99
Holders Change
+24
Holders Change %
+32%
% of All Funds
1.52%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
31
Increased
42
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$617K +$619K +29,235 New
Truist Financial
52
Truist Financial
North Carolina
$609K +$331K +15,650 +119%
BCM
53
Brookstone Capital Management
Illinois
$567K +$40.5K +1,911 +8%
PWA
54
PCG Wealth Advisors
Kansas
$460K +$463K +21,856 New
KFGK
55
Keystone Financial Group (Kentucky)
Kentucky
$455K +$456K +21,545 New
IA
56
IFP Advisors
Florida
$445K
CA
57
Cetera Advisors
Colorado
$437K +$29.1K +1,372 +7%
BWA
58
Blodgett Wealth Advisors
California
$427K +$428K +20,210 New
SWP
59
Stratos Wealth Partners
Ohio
$389K +$127K +6,007 +48%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$370K +$67.2K +3,174 +22%
T
61
TRUADVICE
Florida
$354K +$365K +17,214 New
MMA
62
Miracle Mile Advisors
California
$343K +$344K +16,221 New
VAG
63
VisionPoint Advisory Group
Texas
$321K -$23.3K -1,102 -7%
KJWM
64
Kiley Juergens Wealth Management
Washington
$284K +$34.9K +1,647 +14%
AG
65
Ascent Group
Virginia
$280K +$285K +13,448 New
MIAN
66
Mariner Independent Advisor Network
Kansas
$276K +$22K +1,037 +9%
SG
67
StoneX Group
New York
$268K +$268K +12,670 New
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$265K -$319K -15,071 -55%
MGIA
69
Moneta Group Investment Advisors
Missouri
$258K -$159K -7,500 -38%
JCM
70
Jacobi Capital Management
Pennsylvania
$237K -$296 -14 -0.1%
AWM
71
Avior Wealth Management
Nebraska
$218K +$1.31K +62 +0.6%
ARC
72
Advisor Resource Council
Texas
$206K +$207K +9,769 New
TWM
73
Tradition Wealth Management
Minnesota
$158K +$159K +7,500 New
AWM
74
Accel Wealth Management
Iowa
$155K +$18K +850 +13%
GWM
75
Geneos Wealth Management
Colorado
$128K

TIPX Hedge Fund Activity: Q4 2021 in Review

99 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2021, worth a combined $954M — up 27% from $750M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TIPX positions and 7 closed out — a net gain of 24 holders — while 42 added to existing stakes and 15 trimmed.

The largest buyer was State Street, adding an estimated $49.9M. The largest seller was Stringer Asset Management, cutting an estimated $1.8M.

  • 99 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2021, up from 75 in Q3 2021.
  • Funds reported $954M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2021, up 27% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2021 and 7 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2021 was State Street, an estimated $49.9M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2021 was Stringer Asset Management, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2021.