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State Street SPDR Bloomberg 1-10 Year TIPS ETF

123 hedge funds and large institutions have $1.2B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $1.17B → $1.2B (+$21.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 48

1.26% less ownership

Funds ownership: 86.28%85.02% (-1.3%)

8% less funds holding

Funds holding: 134123 (-11)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
123
Holders Change
-11
Holders Change %
-8.21%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
47
Reduced
48
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
51
AFG Fiduciary Services
Massachusetts
$666K -$115K -6,131 -15%
LIA
52
Lynx Investment Advisory
District of Columbia
$639K +$13.1K +701 +2%
SSWM
53
Sheets Smith Wealth Management
North Carolina
$597K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$586K -$223K -11,921 -28%
BCM
55
Brookstone Capital Management
Illinois
$576K +$279K +14,938 +96%
KFS
56
Kelly Financial Services
Massachusetts
$524K -$15.6K -835 -3%
1CP
57
17 Capital Partners
Arizona
$482K +$54K +2,889 +13%
FAIM
58
Financial Advocates Investment Management
Washington
$479K +$24.2K +1,296 +5%
LA
59
Lifeworks Advisors
Michigan
$474K +$468K +25,020 New
SA
60
Sanctuary Advisors
Indiana
$461K -$42.5K -2,272 -8%
SW
61
Simplicity Wealth
New Jersey
$447K -$140K -7,470 -24%
Mariner
62
Mariner
Kansas
$447K +$441K +23,562 New
ACP
63
Aveo Capital Partners
Colorado
$441K +$36.9K +1,971 +9%
PCA
64
Pallas Capital Advisors
Massachusetts
$440K
VA
65
Valmark Advisers
Ohio
$422K -$209K -11,165 -33%
CW
66
CreativeOne Wealth
Kansas
$420K +$202K +10,807 +95%
APW
67
Austin Private Wealth
Texas
$403K +$70K +3,744 +21%
MWM
68
Meridian Wealth Management
Kentucky
$402K -$362K -19,365 -48%
RA
69
RFG Advisory
Alabama
$399K +$9.68K +518 +3%
HI
70
Harbour Investments
Wisconsin
$397K +$6.23K +333 +2%
FPWM
71
FSB Premier Wealth Management
Iowa
$381K -$9.72K -520 -3%
ATC
72
Argent Trust Co
Tennessee
$355K -$52.9K -2,830 -13%
GS
73
GTS Securities
New York
$347K +$342K +18,287 New
WCFA
74
Walkner Condon Financial Advisors
Wisconsin
$340K +$1.83K +98 +0.5%
BWP
75
Balboa Wealth Partners
Arizona
$334K -$972 -52 -0.3%

TIPX Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2024, worth a combined $1.2B — up 1.9% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TIPX and 10 opened new positions — a net loss of 10 holders — while 48 trimmed existing stakes and 47 added.

The largest buyer was State Street, adding an estimated $42.1M. The largest seller was LPL Financial, cutting an estimated $38.1M.

  • 123 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2024, down from 134 in Q2 2024.
  • Funds reported $1.2B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2024, up 1.9% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2024 and 20 closed out, a net change of -10 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2024 was State Street, an estimated $42.1M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2024 was LPL Financial, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2024.