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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.17B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

1% more capital invested

Capital invested by funds: $1.16B → $1.17B (+$14.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.93% less ownership

Funds ownership: 87.21%86.28% (-0.93%)

8% less funds holding

Funds holding: 145134 (-11)

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

Holders
134
Holders Change
-11
Holders Change %
-7.59%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
53
Reduced
51
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
51
AFG Fiduciary Services
Massachusetts
$768K -$352K -19,129 -32%
MWM
52
Meridian Wealth Management
Kentucky
$750K +$747K +40,576 New
PAG
53
Private Advisor Group
New Jersey
$710K -$937K -50,897 -57%
RFN
54
Redwood Financial Network
Ohio
$707K -$29.8K -1,621 -4%
T
55
Tidemark
California
$697K +$103K +5,620 +18%
KAS
56
Kestra Advisory Services
Texas
$690K +$45.2K +2,455 +7%
VA
57
Valmark Advisers
Ohio
$618K +$45.2K +2,454 +8%
LIA
58
Lynx Investment Advisory
District of Columbia
$611K +$608K +33,036 New
SSWM
59
Sheets Smith Wealth Management
North Carolina
$582K -$575K -31,217 -50%
GM
60
GeoWealth Management
Illinois
$579K -$1.14M -61,661 -66%
SW
61
Simplicity Wealth
New Jersey
$574K +$60.5K +3,284 +12%
NA
62
NewEdge Advisors
Louisiana
$534K +$397K +21,577 +295%
KFS
63
Kelly Financial Services
Massachusetts
$527K -$87.7K -4,763 -14%
SA
64
Sanctuary Advisors
Indiana
$496K +$497K +26,970 New
FAIM
65
Financial Advocates Investment Management
Washington
$444K +$12.7K +688 +3%
PCA
66
Pallas Capital Advisors
Massachusetts
$436K -$8.34K -453 -2%
1CP
67
17 Capital Partners
Arizona
$417K +$6.46K +351 +2%
SFC
68
Strategic Financial Concepts
Texas
$404K -$218K -11,861 -35%
ATC
69
Argent Trust Co
Tennessee
$399K +$5.96K +324 +2%
ACP
70
Aveo Capital Partners
Colorado
$393K +$16.2K +880 +4%
FPWM
71
FSB Premier Wealth Management
Iowa
$381K -$9.21K -500 -2%
HI
72
Harbour Investments
Wisconsin
$381K +$43.8K +2,378 +13%
RA
73
RFG Advisory
Alabama
$380K -$22.6K -1,225 -6%
WCFA
74
Walkner Condon Financial Advisors
Wisconsin
$330K -$6.41K -348 -2%
BWP
75
Balboa Wealth Partners
Arizona
$327K +$2.89K +157 +0.9%

TIPX Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2024, worth a combined $1.17B — up 1.3% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TIPX and 11 opened new positions — a net loss of 9 holders — while 51 trimmed existing stakes and 53 added.

The largest buyer was State Street, adding an estimated $33.6M. The largest seller was Stadion Money Management, exiting entirely with an estimated $9.68M sold.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2024, down from 145 in Q1 2024.
  • Funds reported $1.17B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2024, up 1.3% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2024 and 20 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2024 was State Street, an estimated $33.6M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2024 was Stadion Money Management, an estimated $9.68M sold.

Based on aggregated 13F filings for Q2 2024.