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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.14B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

8% more funds holding

Funds holding: 124134 (+10)

5.08% less ownership

Funds ownership: 83.3%78.21% (-5.1%)

7% less capital invested

Capital invested by funds: $1.23B → $1.14B (-$87.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $231K

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
25
Increased
51
Reduced
44
Closed
15
Calls
Puts
$231K
Net Calls
-$231K
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$1.62M +$312K +15,603 +23%
NDSI
52
Newman Dignan & Sheerar Inc
Rhode Island
$1.55M -$160K -8,006 -9%
RIA
53
Regal Investment Advisors
Michigan
$1.38M +$1.42M +70,814 New
Deutsche Bank
54
Deutsche Bank
Germany
$1.35M
FTA
55
Financial & Tax Architects
Missouri
$1.23M +$1.27M +63,311 New
AWM
56
Axxcess Wealth Management
California
$1.11M +$405K +20,218 +55%
VWA
57
V Wealth Advisors
Kansas
$1.08M -$31.7K -1,586 -3%
MFS
58
McNamara Financial Services
Massachusetts
$1.07M +$64.5K +3,223 +6%
RCS
59
Retirement Capital Strategies
California
$933K +$960K +47,947 New
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$900K -$1.07M -53,598 -54%
CW
61
CreativeOne Wealth
Kansas
$885K -$242K -12,078 -21%
Truist Financial
62
Truist Financial
North Carolina
$852K -$59.7K -2,984 -6%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$812K +$836K +41,741 New
BCM
64
Brookstone Capital Management
Illinois
$786K +$280K +14,008 +53%
GM
65
GeoWealth Management
Illinois
$780K +$7.17K +358 +0.9%
EH
66
Equitable Holdings
New York
$759K +$120K +5,970 +18%
KFS
67
Kelly Financial Services
Massachusetts
$748K +$175K +8,757 +29%
HH
68
Hilltop Holdings
Texas
$746K -$3.04K -152 -0.4%
FPWM
69
FSB Premier Wealth Management
Iowa
$728K -$24.6K -1,231 -3%
GIA
70
Gladstone Institutional Advisory
Florida
$712K +$732K +36,573 New
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$643K -$10.1M -502,744 -94%
HighTower Advisors
72
HighTower Advisors
Illinois
$585K +$304K +15,189 +103%
ACP
73
Aveo Capital Partners
Colorado
$565K +$53.5K +2,671 +10%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$550K +$566K +28,277 New
IGWM
75
ICA Group Wealth Management
Colorado
$544K +$554K +27,669 New

TIPX Hedge Fund Activity: Q2 2022 in Review

134 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2022, worth a combined $1.14B — down 7.1% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TIPX positions and 15 closed out — a net gain of 10 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $31.6M. The largest seller was Jane Street, cutting an estimated $65M.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2022, up from 124 in Q1 2022.
  • Funds reported $1.14B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2022, down 7.1% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2022 and 15 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2022 was Citadel Advisors, an estimated $31.6M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2022 was Jane Street, an estimated $65M sold.

Based on aggregated 13F filings for Q2 2022.