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State Street SPDR Bloomberg 1-10 Year TIPS ETF

145 hedge funds and large institutions have $1.16B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 86.75%87.21% (+0.46%)

0% more capital invested

Capital invested by funds: $1.16B → $1.16B (+$938K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 151145 (-6)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

50% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 72

Holders
145
Holders Change
-6
Holders Change %
-3.97%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
36
Reduced
72
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
76
Napa Wealth Management
California
$371K +$369K +19,884 New
TWM
77
Tradition Wealth Management
Minnesota
$348K -$2.13M -115,030 -86%
HI
78
Harbour Investments
Wisconsin
$340K -$135K -7,302 -29%
WCFA
79
Walkner Condon Financial Advisors
Wisconsin
$339K +$15.1K +812 +5%
CWA
80
Capital Wealth Alliance
Arizona
$339K -$70.7K -3,813 -17%
BWP
81
Balboa Wealth Partners
Arizona
$326K -$55K -2,969 -14%
BWA
82
Blodgett Wealth Advisors
California
$302K
WWM
83
Western Wealth Management
Colorado
$298K -$341K -18,388 -53%
AC
84
Addison Capital
Pennsylvania
$297K +$85.8K +4,631 +41%
MFG
85
Merit Financial Group
Georgia
$286K +$43K +2,319 +17%
BCM
86
Brookstone Capital Management
Illinois
$283K +$167 +9 +0.1%
APW
87
Austin Private Wealth
Texas
$275K -$65.3K -3,522 -19%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$274K +$35.5K +1,915 +15%
CNBT
89
Canandaigua National Bank & Trust
New York
$260K
SPC
90
Sigma Planning Corp
Michigan
$256K +$61.3K +3,306 +32%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$252K +$251K +13,535 New
KFGK
92
Keystone Financial Group (Kentucky)
Kentucky
$249K -$10.6K -570 -4%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$246K -$121K -6,509 -33%
AWM
94
AE Wealth Management
Kansas
$237K -$2.92M -157,259 -93%
RFS
95
Richardson Financial Services
Massachusetts
$235K -$112K -6,059 -32%
MSG
96
Main Street Group
Virginia
$232K
RWM
97
Revisor Wealth Management
Ohio
$225K -$53K -2,857 -19%
LMKC
98
L.M. Kohn & Company
Ohio
$218K -$8.97K -484 -4%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$215K +$213K +11,514 New
CBFP
100
Cedar Brook Financial Partners
Ohio
$210K +$209K +11,254 New

TIPX Hedge Fund Activity: Q1 2024 in Review

145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2024, worth a combined $1.16B — up 0.08% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TIPX and 18 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 36 added.

The largest buyer was State Street, adding an estimated $38.7M. The largest seller was LPL Financial, cutting an estimated $11.8M.

  • 145 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2024, down from 151 in Q4 2023.
  • Funds reported $1.16B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2024, up 0.08% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2024 and 23 closed out, a net change of -5 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2024 was State Street, an estimated $38.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2024 was LPL Financial, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2024.