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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.14B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

8% more funds holding

Funds holding: 124134 (+10)

5.08% less ownership

Funds ownership: 83.3%78.21% (-5.1%)

7% less capital invested

Capital invested by funds: $1.23B → $1.14B (-$87.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $231K

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
25
Increased
51
Reduced
44
Closed
15
Calls
Puts
$231K
Net Calls
-$231K
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$534K -$30K -1,500 -5%
PWA
77
PCG Wealth Advisors
Kansas
$489K +$31.8K +1,591 +7%
RA
78
RFG Advisory
Alabama
$483K +$493K +24,630 New
HHRDM
79
H&H Retirement Design & Management
Nevada
$460K +$463K +23,127 New
LMKC
80
L.M. Kohn & Company
Ohio
$449K -$11.8K -589 -2%
KFGK
81
Keystone Financial Group (Kentucky)
Kentucky
$405K +$1.08K +54 +0.3%
BWA
82
Blodgett Wealth Advisors
California
$393K
OPS
83
Orion Portfolio Solutions
Nebraska
$380K +$29.7K +1,484 +8%
CAAS
84
Capital Asset Advisory Services
Michigan
$368K -$181K -9,065 -32%
FHA
85
Flagship Harbor Advisors
Massachusetts
$358K +$368K +18,395 New
IA
86
IFP Advisors
Florida
$345K
T
87
TRUADVICE
Florida
$327K -$18.8K -937 -5%
BA
88
Bridge Advisory
California
$327K +$26.8K +1,338 +9%
JWM
89
Jeppson Wealth Management
California
$285K -$1.21M -60,456 -80%
SIA
90
Strategic Investment Advisors
Michigan
$280K -$11.2K -557 -4%
CAMG
91
CWA Asset Management Group
Florida
$267K +$24.6K +1,230 +10%
CP
92
Castleview Partners
Texas
$266K -$43.5K -2,175 -24%
MIAN
93
Mariner Independent Advisor Network
Kansas
$257K +$2.6K +130 +1%
KAS
94
Kestra Advisory Services
Texas
$249K +$256K +12,805 New
AG
95
Ascent Group
Virginia
$235K -$11.3K -565 -5%
ARC
96
Advisor Resource Council
Texas
$216K +$222K +11,092 New
CFAM
97
Center For Asset Management
Florida
$210K -$108K -5,412 -33%
AWM
98
Avior Wealth Management
Nebraska
$205K +$5.58K +279 +3%
Wolverine Trading
99
Wolverine Trading
Illinois
$201K +$207K +10,317 New
IWC
100
Integrated Wealth Concepts
Massachusetts
$195K -$754K -37,657 -79%

TIPX Hedge Fund Activity: Q2 2022 in Review

134 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2022, worth a combined $1.14B — down 7.1% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TIPX positions and 15 closed out — a net gain of 10 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $31.6M. The largest seller was Jane Street, cutting an estimated $65M.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2022, up from 124 in Q1 2022.
  • Funds reported $1.14B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2022, down 7.1% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2022 and 15 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2022 was Citadel Advisors, an estimated $31.6M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2022 was Jane Street, an estimated $65M sold.

Based on aggregated 13F filings for Q2 2022.