We are live on ! Find out more
TIPX icon

State Street SPDR Bloomberg 1-10 Year TIPS ETF

124 hedge funds and large institutions have $1.23B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 9

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

28% more capital invested

Capital invested by funds: $954M → $1.23B (+$272M)

25% more funds holding

Funds holding: 99124 (+25)

0% less ownership

Funds ownership: 83.3%83.3% (-0%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
124
Holders Change
+25
Holders Change %
+25.25%
% of All Funds
1.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
38
Increased
47
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1.33M -$4.27M -204,724 -76%
CWA
52
Capital Wealth Alliance
Arizona
$1.29M -$565K -27,120 -30%
CW
53
CreativeOne Wealth
Kansas
$1.19M +$297K +14,259 +33%
VWA
54
V Wealth Advisors
Kansas
$1.18M -$314K -15,063 -21%
MFS
55
McNamara Financial Services
Massachusetts
$1.07M +$1.08M +51,603 New
IWC
56
Integrated Wealth Concepts
Massachusetts
$986K +$134K +6,416 +16%
Stifel Financial
57
Stifel Financial
Missouri
$980K +$20.2K +969 +2%
Truist Financial
58
Truist Financial
North Carolina
$967K +$374K +17,929 +62%
CRI
59
Colonial River Investments
Virginia
$866K +$221K +10,612 +34%
GM
60
GeoWealth Management
Illinois
$821K +$828K +39,709 New
HH
61
Hilltop Holdings
Texas
$796K -$33.1K -1,589 -4%
FPWM
62
FSB Premier Wealth Management
Iowa
$790K +$806K +38,659 New
UBS Group
63
UBS Group
Switzerland
$788K +$184K +8,833 +30%
AWM
64
Axxcess Wealth Management
California
$761K +$767K +36,792 New
EH
65
Equitable Holdings
New York
$683K +$688K +33,024 New
KFS
66
Kelly Financial Services
Massachusetts
$614K +$619K +29,691 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$598K -$10.4K -500 -2%
CAAS
68
Capital Asset Advisory Services
Michigan
$579K +$584K +27,995 New
ACP
69
Aveo Capital Partners
Colorado
$545K +$550K +26,360 New
BCM
70
Brookstone Capital Management
Illinois
$538K -$15.3K -735 -3%
LMKC
71
L.M. Kohn & Company
Ohio
$490K +$493K +23,647 New
PWA
72
PCG Wealth Advisors
Kansas
$486K +$34.6K +1,660 +8%
CA
73
Cetera Advisors
Colorado
$455K +$27.2K +1,306 +6%
PFA
74
Pure Financial Advisors
California
$443K +$446K +21,407 New
KFGK
75
Keystone Financial Group (Kentucky)
Kentucky
$429K -$16.2K -779 -4%

TIPX Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2022, worth a combined $1.23B — up 28% from $954M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new TIPX positions and 9 closed out — a net gain of 29 holders — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $85M. The largest seller was Raymond James & Associates, cutting an estimated $12.4M.

  • 124 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2022, up from 99 in Q4 2021.
  • Funds reported $1.23B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2022, up 28% quarter-over-quarter.
  • 38 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2022 and 9 closed out, a net change of +29 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2022 was Jane Street, an estimated $85M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2022 was Raymond James & Associates, an estimated $12.4M sold.

Based on aggregated 13F filings for Q1 2022.