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State Street SPDR Bloomberg 1-10 Year TIPS ETF

140 hedge funds and large institutions have $1.13B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

4.24% more ownership

Funds ownership: 80.46%84.7% (+4.2%)

2% more funds holding

Funds holding: 137140 (+3)

1% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$13.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
57
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$509K +$2.94K +157 +0.6%
HI
77
Harbour Investments
Wisconsin
$497K +$403K +21,557 +403%
CCG
78
Capital CS Group
California
$466K +$472K +25,247 New
CA
79
Cetera Advisors
Colorado
$442K +$448K +23,940 New
MWM
80
Meridian Wealth Management
Kentucky
$416K +$9.27K +496 +2%
Stifel Financial
81
Stifel Financial
Missouri
$391K -$1.86M -99,634 -82%
IWC
82
Integrated Wealth Concepts
Massachusetts
$390K +$8.84K +473 +2%
BWP
83
Balboa Wealth Partners
Arizona
$369K +$59.8K +3,197 +19%
APW
84
Austin Private Wealth
Texas
$357K +$12.2K +654 +3%
FAIM
85
Financial Advocates Investment Management
Washington
$339K +$7.85K +420 +2%
KAS
86
Kestra Advisory Services
Texas
$324K +$4.73K +253 +1%
TC
87
Trilogy Capital
California
$308K -$32.1K -1,715 -9%
WWG
88
West Wealth Group
California
$308K +$312K +16,690 New
BWA
89
Blodgett Wealth Advisors
California
$299K
LFP
90
Leeward Financial Partners
Washington
$298K -$1.82M -97,471 -86%
FHA
91
Flagship Harbor Advisors
Massachusetts
$280K +$22K +1,176 +8%
T
92
TRUADVICE
Florida
$278K +$19.8K +1,059 +8%
AG
93
Ascent Group
Virginia
$273K -$19.1K -1,024 -6%
RWA
94
Rooted Wealth Advisors
Illinois
$268K -$2.12M -113,626 -89%
KFGK
95
Keystone Financial Group (Kentucky)
Kentucky
$264K +$268K +14,322 New
NDSI
96
Newman Dignan & Sheerar Inc
Rhode Island
$250K -$348K -18,620 -58%
LMKC
97
L.M. Kohn & Company
Ohio
$249K -$13.5K -723 -5%
EH
98
Equitable Holdings
New York
$241K -$25.1K -1,344 -9%
SPC
99
Sigma Planning Corp
Michigan
$236K -$3.18K -170 -1%
PA
100
PFG Advisors
Arizona
$234K -$6.43K -344 -3%

TIPX Hedge Fund Activity: Q2 2023 in Review

140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2023, worth a combined $1.13B — up 1.2% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TIPX positions and 16 closed out — a net gain of 3 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was State Street, adding an estimated $58.7M. The largest seller was LPL Financial, cutting an estimated $34M.

  • 140 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2023, up from 137 in Q1 2023.
  • Funds reported $1.13B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2023, up 1.2% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2023 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2023 was State Street, an estimated $58.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2023 was LPL Financial, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2023.