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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.07B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.8% less ownership

Funds ownership: 84.7%81.89% (-2.8%)

4% less funds holding

Funds holding: 140134 (-6)

6% less capital invested

Capital invested by funds: $1.13B → $1.07B (-$62.9M)

16% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 61

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
51
Reduced
61
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$1.05M +$3.29K +180 +0.3%
SSWM
52
Sheets Smith Wealth Management
North Carolina
$1.03M +$168K +9,188 +19%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.02M -$14.5K -793 -1%
KFS
54
Kelly Financial Services
Massachusetts
$936K -$4.24K -232 -0.4%
UWM
55
USAdvisors Wealth Management
Minnesota
$876K +$33.1K +1,810 +4%
CA
56
Cetera Advisors
Colorado
$873K +$445K +24,326 +102%
SFC
57
Strategic Financial Concepts
Texas
$795K -$86.9K -4,750 -10%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$790K -$2.48M -135,539 -76%
Citadel Advisors
59
Citadel Advisors
Florida
$705K -$1.07M -58,613 -60%
RA
60
RFG Advisory
Alabama
$702K -$2.96K -162 -0.4%
WWM
61
Western Wealth Management
Colorado
$681K +$106K +5,778 +18%
GRP
62
Global Retirement Partners
California
$663K -$123K -6,711 -15%
CRI
63
Colonial River Investments
Virginia
$637K -$336K -18,402 -34%
FPWM
64
FSB Premier Wealth Management
Iowa
$587K -$7.97K -436 -1%
CW
65
CreativeOne Wealth
Kansas
$579K -$310K -16,958 -35%
ACP
66
Aveo Capital Partners
Colorado
$575K +$2.72K +149 +0.5%
GFPC
67
Global Financial Private Client
Florida
$556K -$17.4K -950 -3%
AWS
68
Atria Wealth Solutions
New York
$554K -$50.3K -2,751 -8%
HI
69
Harbour Investments
Wisconsin
$550K +$64.4K +3,520 +13%
ATC
70
Argent Trust Co
Tennessee
$537K -$81K -4,430 -13%
Truist Financial
71
Truist Financial
North Carolina
$534K -$3.93K -215 -0.7%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$532K -$272K -14,872 -34%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$498K
BCM
74
Brookstone Capital Management
Illinois
$487K -$17.7K -968 -3%
PCA
75
Pallas Capital Advisors
Massachusetts
$471K -$13.3M -727,468 -97%

TIPX Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2023, worth a combined $1.07B — down 5.6% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of TIPX and 12 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 51 added.

The largest buyer was State Street, adding an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $28M.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2023, down from 140 in Q2 2023.
  • Funds reported $1.07B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2023, down 5.6% quarter-over-quarter.
  • 12 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2023 and 18 closed out, a net change of -6 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2023 was State Street, an estimated $12.5M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2023 was Jane Street, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2023.