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State Street SPDR Bloomberg 1-10 Year TIPS ETF

145 hedge funds and large institutions have $1.16B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 86.75%87.21% (+0.46%)

0% more capital invested

Capital invested by funds: $1.16B → $1.16B (+$938K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 151145 (-6)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

50% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 72

Holders
145
Holders Change
-6
Holders Change %
-3.97%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
36
Reduced
72
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
51
McNamara Financial Services
Massachusetts
$922K -$251K -13,552 -22%
CWM
52
Capital Wealth Management
Rhode Island
$861K -$93.1K -5,022 -10%
Stifel Financial
53
Stifel Financial
Missouri
$815K +$479K +25,822 +144%
GRP
54
Global Retirement Partners
California
$768K +$35.1K +1,895 +5%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$744K -$318K -17,130 -30%
RFN
56
Redwood Financial Network
Ohio
$743K +$311K +16,752 +72%
BAM
57
Belpointe Asset Management
Nevada
$709K -$125K -6,739 -15%
KAS
58
Kestra Advisory Services
Texas
$650K +$335K +18,050 +107%
SFC
59
Strategic Financial Concepts
Texas
$628K -$190K -10,264 -23%
KFS
60
Kelly Financial Services
Massachusetts
$620K -$263K -14,164 -30%
T
61
Tidemark
California
$598K -$313K -16,861 -34%
VA
62
Valmark Advisers
Ohio
$578K -$117K -6,294 -17%
Truist Financial
63
Truist Financial
North Carolina
$532K +$10.5K +566 +2%
SW
64
Simplicity Wealth
New Jersey
$517K +$1.39K +75 +0.3%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$514K -$185 -10 -0%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$481K +$478K +25,800 New
PCA
67
Pallas Capital Advisors
Massachusetts
$446K -$37.9K -2,047 -8%
FAIM
68
Financial Advocates Investment Management
Washington
$435K -$15.9K -859 -4%
1CP
69
17 Capital Partners
Arizona
$414K +$412K +22,211 New
RA
70
RFG Advisory
Alabama
$406K -$317K -17,096 -44%
ATC
71
Argent Trust Co
Tennessee
$396K -$85.7K -4,621 -18%
FPWM
72
FSB Premier Wealth Management
Iowa
$394K -$200K -10,764 -34%
HF
73
HRT Financial
New York
$379K +$378K +20,386 New
ACP
74
Aveo Capital Partners
Colorado
$375K -$193K -10,397 -34%
CW
75
CreativeOne Wealth
Kansas
$371K -$36.4K -1,962 -9%

TIPX Hedge Fund Activity: Q1 2024 in Review

145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2024, worth a combined $1.16B — up 0.08% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TIPX and 18 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 36 added.

The largest buyer was State Street, adding an estimated $38.7M. The largest seller was LPL Financial, cutting an estimated $11.8M.

  • 145 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2024, down from 151 in Q4 2023.
  • Funds reported $1.16B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2024, up 0.08% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2024 and 23 closed out, a net change of -5 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2024 was State Street, an estimated $38.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2024 was LPL Financial, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2024.