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State Street SPDR Bloomberg 1-10 Year TIPS ETF

139 hedge funds and large institutions have $1.11B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

4% more funds holding

Funds holding: 134139 (+5)

0.44% less ownership

Funds ownership: 78.21%77.77% (-0.44%)

3% less capital invested

Capital invested by funds: $1.14B → $1.11B (-$30.6M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $234K

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
22
Increased
65
Reduced
41
Closed
16
Calls
Puts
$234K
Net Calls
-$234K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
HH
76
Hilltop Holdings
Texas
$685K -$14.4K -742 -2%
VA
77
Valmark Advisers
Ohio
$668K +$710K +36,693 New
FPWM
78
FSB Premier Wealth Management
Iowa
$661K -$20.8K -1,077 -3%
GIA
79
Gladstone Institutional Advisory
Florida
$610K -$59.1K -3,054 -8%
AWS
80
Atria Wealth Solutions
New York
$578K +$614K +31,748 New
BCM
81
Brookstone Capital Management
Illinois
$551K -$202K -10,461 -26%
ACP
82
Aveo Capital Partners
Colorado
$516K -$13K -673 -2%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$500K
PTC
84
Private Trust Company
Ohio
$466K +$448K +23,165 +954%
RA
85
RFG Advisory
Alabama
$462K +$10.5K +545 +2%
LMKC
86
L.M. Kohn & Company
Ohio
$428K +$8.34K +431 +2%
HHRDM
87
H&H Retirement Design & Management
Nevada
$422K -$1.84K -95 -0.4%
WE
88
Wealth Effects
Massachusetts
$412K +$438K +22,630 New
KFGK
89
Keystone Financial Group (Kentucky)
Kentucky
$379K
IA
90
IFP Advisors
Florida
$346K +$1.31K +68 +0.4%
KAS
91
Kestra Advisory Services
Texas
$343K +$117K +6,050 +47%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$330K -$457K -23,632 -57%
T
93
TRUADVICE
Florida
$304K -$542 -28 -0.2%
BWA
94
Blodgett Wealth Advisors
California
$295K -$77.4K -4,000 -20%
MPW
95
MGO Private Wealth
California
$282K +$300K +15,502 New
IWC
96
Integrated Wealth Concepts
Massachusetts
$265K +$87.8K +4,540 +45%
MIAN
97
Mariner Independent Advisor Network
Kansas
$245K +$3.91K +202 +2%
CAMG
98
CWA Asset Management Group
Florida
$228K -$23.8K -1,230 -9%
RJT
99
Raymond James Trust
Florida
$225K +$239K +12,361 New
RIA
100
Regal Investment Advisors
Michigan
$204K -$1.15M -59,628 -84%

TIPX Hedge Fund Activity: Q3 2022 in Review

139 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2022, worth a combined $1.11B — down 2.7% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TIPX positions and 16 closed out — a net gain of 6 holders — while 65 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $67.9M. The largest seller was Citadel Advisors, cutting an estimated $27.7M.

  • 139 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2022, up from 134 in Q2 2022.
  • Funds reported $1.11B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2022, down 2.7% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2022 and 16 closed out, a net change of +6 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2022 was LPL Financial, an estimated $67.9M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2022 was Citadel Advisors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2022.