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State Street SPDR Bloomberg 1-10 Year TIPS ETF

139 hedge funds and large institutions have $1.11B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

4% more funds holding

Funds holding: 134139 (+5)

0.44% less ownership

Funds ownership: 78.21%77.77% (-0.44%)

3% less capital invested

Capital invested by funds: $1.14B → $1.11B (-$30.6M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $234K

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
22
Increased
65
Reduced
41
Closed
16
Calls
Puts
$234K
Net Calls
-$234K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
AE Wealth Management
Kansas
$1.48M -$44.2K -2,285 -3%
OC
52
Oppenheimer & Co
New York
$1.45M -$11.6M -600,658 -88%
RCM
53
Raleigh Capital Management
North Carolina
$1.43M -$113K -5,836 -7%
EF
54
Empowered Funds
Pennsylvania
$1.36M -$1.35M -69,835 -48%
PPP
55
Private Portfolio Partners
New Jersey
$1.29M +$1.37M +70,984 New
Deutsche Bank
56
Deutsche Bank
Germany
$1.26M
IGWM
57
ICA Group Wealth Management
Colorado
$1.22M +$756K +39,079 +141%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.19M +$689K +35,607 +119%
SS
59
Simplicity Solutions
Minnesota
$1.18M -$3.21M -166,174 -72%
AA
60
Alesco Advisors
New York
$1.18M +$1.25M +64,677 New
GM
61
GeoWealth Management
Illinois
$1.18M +$475K +24,554 +61%
EH
62
Equitable Holdings
New York
$1.14M +$459K +23,718 +61%
APA
63
American Portfolios Advisors
New York
$1.13M +$1.19M +61,517 +20,303%
MFS
64
McNamara Financial Services
Massachusetts
$1.1M +$110K +5,691 +10%
AWM
65
Axxcess Wealth Management
California
$1.1M +$65.9K +3,407 +6%
SPC
66
Sigma Planning Corp
Michigan
$1.09M +$1.15M +59,703 New
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$1.05M +$223K +11,510 +25%
VWA
68
V Wealth Advisors
Kansas
$997K -$14.9K -769 -1%
PWA
69
PCG Wealth Advisors
Kansas
$922K +$496K +25,659 +102%
GRP
70
Global Retirement Partners
California
$903K -$6.51M -336,367 -87%
CW
71
CreativeOne Wealth
Kansas
$882K +$57.8K +2,990 +7%
KFS
72
Kelly Financial Services
Massachusetts
$782K +$87.2K +4,507 +12%
Truist Financial
73
Truist Financial
North Carolina
$738K -$62.8K -3,244 -7%
BCM
74
Bienville Capital Management
New York
$728K +$774K +40,000 New
SWP
75
Stratos Wealth Partners
Ohio
$722K -$22M -1,138,278 -97%

TIPX Hedge Fund Activity: Q3 2022 in Review

139 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2022, worth a combined $1.11B — down 2.7% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TIPX positions and 16 closed out — a net gain of 6 holders — while 65 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $67.9M. The largest seller was Citadel Advisors, cutting an estimated $27.7M.

  • 139 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2022, up from 134 in Q2 2022.
  • Funds reported $1.11B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2022, down 2.7% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2022 and 16 closed out, a net change of +6 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2022 was LPL Financial, an estimated $67.9M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2022 was Citadel Advisors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2022.