State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
75 hedge funds and large institutions have $750M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 9 reducing their positions, and 5 closing their positions.
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
278% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 9
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more funds holding
Funds holding: 62 → 75 (+13)
14% more capital invested
Capital invested by funds: $658M → $750M (+$92.9M)
2.7% less ownership
Funds ownership: 85.23% → 82.52% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$14.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.6M |
| 3 |
State Street
Boston,
Massachusetts
|
+$12.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.17M |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
+$4.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$981K |
| 2 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$968K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$573K |
| 4 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
-$256K |
| 5 |
FTA
Financial & Tax Architects
St Louis,
Missouri
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCIG
76
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$256K | -12,134 | Closed |
|
|
HWMA
77
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
| – | -$20K | -953 | Closed |
|
78
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$4K | -175 | Closed |
|
|
ASN
79
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -26 | Closed |
|
TIPX Hedge Fund Activity: Q3 2021 in Review
75 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2021, worth a combined $750M — up 14% from $658M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new TIPX positions and 5 closed out — a net gain of 16 holders — while 34 added to existing stakes and 9 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $14.5M. The largest seller was Moneta Group Investment Advisors, cutting an estimated $981K.
- 75 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2021, up from 62 in Q2 2021.
- Funds reported $750M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2021, up 14% quarter-over-quarter.
- 21 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2021 and 5 closed out, a net change of +16 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2021 was Raymond James & Associates, an estimated $14.5M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2021 was Moneta Group Investment Advisors, an estimated $981K sold.
Based on aggregated 13F filings for Q3 2021.