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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.07B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.8% less ownership

Funds ownership: 84.7%81.89% (-2.8%)

4% less funds holding

Funds holding: 140134 (-6)

6% less capital invested

Capital invested by funds: $1.13B → $1.07B (-$62.9M)

16% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 61

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
51
Reduced
61
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
76
Financial Advocates Investment Management
Washington
$467K +$136K +7,464 +41%
GLA
77
Good Life Advisors
Pennsylvania
$456K -$48.5K -2,655 -10%
CCG
78
Capital CS Group
California
$432K -$24.5K -1,339 -5%
BA
79
Bridge Advisory
California
$400K -$103K -5,618 -20%
RFN
80
Redwood Financial Network
Ohio
$384K +$388K +21,241 New
Stifel Financial
81
Stifel Financial
Missouri
$373K -$10.3K -563 -3%
BWP
82
Balboa Wealth Partners
Arizona
$371K +$9.45K +517 +3%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$349K +$353K +19,323 New
SW
84
Simplicity Wealth
New Jersey
$341K +$141K +7,734 +69%
APW
85
Austin Private Wealth
Texas
$332K -$18.1K -989 -5%
IWC
86
Integrated Wealth Concepts
Massachusetts
$318K -$64.6K -3,535 -17%
WWG
87
West Wealth Group
California
$303K +$823 +45 +0.3%
BWA
88
Blodgett Wealth Advisors
California
$293K
TC
89
Trilogy Capital
California
$282K -$20.2K -1,106 -7%
TSS
90
Two Sigma Securities
New York
$276K +$279K +15,284 New
KAS
91
Kestra Advisory Services
Texas
$274K -$44K -2,406 -14%
FHA
92
Flagship Harbor Advisors
Massachusetts
$268K -$7.19K -393 -3%
KFGK
93
Keystone Financial Group (Kentucky)
Kentucky
$252K -$7.37K -403 -3%
SPC
94
Sigma Planning Corp
Michigan
$248K +$16.4K +897 +7%
LMKC
95
L.M. Kohn & Company
Ohio
$243K -$1.61K -88 -0.7%
AG
96
Ascent Group
Virginia
$232K -$37K -2,023 -14%
Mariner
97
Mariner
Kansas
$229K +$9.8K +536 +4%
NA
98
NewEdge Advisors
Louisiana
$228K +$20.4K +1,118 +10%
OMC
99
Old Mission Capital
Illinois
$216K +$30.6K +1,676 +16%
MWM
100
Meridian Wealth Management
Kentucky
$216K -$193K -10,579 -47%

TIPX Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2023, worth a combined $1.07B — down 5.6% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of TIPX and 12 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 51 added.

The largest buyer was State Street, adding an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $28M.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2023, down from 140 in Q2 2023.
  • Funds reported $1.07B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2023, down 5.6% quarter-over-quarter.
  • 12 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2023 and 18 closed out, a net change of -6 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2023 was State Street, an estimated $12.5M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2023 was Jane Street, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2023.