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State Street SPDR Bloomberg 1-10 Year TIPS ETF

99 hedge funds and large institutions have $954M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

180% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 15

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

32% more funds holding

Funds holding: 7599 (+24)

27% more capital invested

Capital invested by funds: $750M → $954M (+$203M)

0.78% more ownership

Funds ownership: 82.52%83.3% (+0.78%)

Holders
99
Holders Change
+24
Holders Change %
+32%
% of All Funds
1.52%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
31
Increased
42
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
76
Concourse Financial Group Securities
Alabama
$112K -$7.94K -375 -7%
FAG
77
Fortitude Advisory Group
Washington
$89K +$88.8K +4,191 New
HI
78
Harbour Investments
Wisconsin
$82K -$1.46K -69 -2%
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$80K +$80K +3,777 New
BHWM
80
Bay Harbor Wealth Management
Maryland
$61K +$63.2K +2,984 New
AAP
81
Arax Advisory Partners
Colorado
$52K +$656 +31 +1%
SPIA
82
Steward Partners Investment Advisory
New York
$45K +$15K +708 +50%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$40K +$29.1K +1,375 +260%
Wells Fargo
84
Wells Fargo
California
$36K +$21 +1 +0.1%
ACM
85
Antonetti Capital Management
Florida
$32K +$31.8K +1,500 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$22K +$22.4K +1,056 New
SWM
87
Spire Wealth Management
Virginia
$20K
NFG
88
Next Financial Group
Texas
$17K
GEA
89
Glen Eagle Advisors
New Jersey
$16.6K
HFA
90
HC Financial Advisors
California
$12K +$12K +568 New
AF
91
Advisornet Financial
Minnesota
$8K
William Blair & Company
92
William Blair & Company
Illinois
$8K
LFG
93
Larson Financial Group
Missouri
$8K +$7.96K +376 New
SAM
94
Strategic Asset Management
Minnesota
$7K
APA
95
American Portfolios Advisors
New York
$6.06K -$30.5K -1,442 -83%
CAL
96
Capital Analysts LLC
Pennsylvania
$6K +$6.35K +300 New
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$3K +$3.18K +150 New
BlackRock
98
BlackRock
New York
$1K
AWM
99
AE Wealth Management
Kansas
-$1.72M -81,489 Closed
FTA
100
Financial & Tax Architects
Missouri
-$879K -41,647 Closed

TIPX Hedge Fund Activity: Q4 2021 in Review

99 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2021, worth a combined $954M — up 27% from $750M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TIPX positions and 7 closed out — a net gain of 24 holders — while 42 added to existing stakes and 15 trimmed.

The largest buyer was State Street, adding an estimated $49.9M. The largest seller was Stringer Asset Management, cutting an estimated $1.8M.

  • 99 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2021, up from 75 in Q3 2021.
  • Funds reported $954M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2021, up 27% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2021 and 7 closed out, a net change of +24 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2021 was State Street, an estimated $49.9M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2021 was Stringer Asset Management, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2021.