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State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX

134 hedge funds and large institutions have $1.17B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

1% more capital invested

Capital invested by funds: $1.16B → $1.17B (+$14.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.93% less ownership

Funds ownership: 87.21% → 86.28% (-0.93%)

8% less funds holding

Funds holding: 145 → 134 (-11)

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

Holders
134
Holders Change
-11
Holders Change %
-7.59%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
53
Reduced
51
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$33.6M
2
AWM
AE Wealth Management
Kansas
+$4.16M
3
Goldman Sachs
Goldman Sachs
New York
+$2.77M
4
Jane Street
Jane Street
New York
+$2.65M
5
HWP
Hibernia Wealth Partners
Louisiana
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
-$9.68M
2
LPL Financial
LPL Financial
California
-$5.87M
3
IGWM
ICA Group Wealth Management
Colorado
-$1.84M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.29M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
APW
76
Austin Private Wealth
Texas
$324K +$48.2K +2,618 +18%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$321K -$188K -10,200 -37%
AC
78
Addison Capital
Pennsylvania
$314K +$19.6K +1,065 +7%
MFG
79
Merit Financial Group
Georgia
$300K +$11.8K +642 +4%
BWA
80
Blodgett Wealth Advisors
California
$300K – – –
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$290K -$781K -42,409 -73%
BCM
82
Brookstone Capital Management
Illinois
$288K +$5.76K +313 +2%
MML Investors Services
83
MML Investors Services
Massachusetts
$271K -$1.24M -67,564 -82%
TWM
84
Tradition Wealth Management
Minnesota
$262K -$82.9K -4,502 -24%
CNBT
85
Canandaigua National Bank & Trust
New York
$258K – – –
SPC
86
Sigma Planning Corp
Michigan
$256K +$1.69K +92 +0.7%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$244K – – –
MSG
88
Main Street Group
Virginia
$231K – – –
RFS
89
Richardson Financial Services
Massachusetts
$226K -$7.24K -393 -3%
SOS
90
Silver Oak Securities
Tennessee
$220K +$219K +11,895 New
LMKC
91
L.M. Kohn & Company
Ohio
$216K -$479 -26 -0.2%
CW
92
CreativeOne Wealth
Kansas
$210K -$157K -8,517 -43%
UWM
93
USAdvisors Wealth Management
Minnesota
$198K +$12K +650 +6%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$196K -$17K -924 -8%
MA
95
MKT Advisors
California
$190K +$4.09K +222 +2%
WWM
96
Western Wealth Management
Colorado
$187K -$108K -5,857 -37%
AWS
97
Atria Wealth Solutions
New York
$187K – – –
PAG
98
Paladin Advisory Group
Iowa
$156K – – –
VAG
99
VisionPoint Advisory Group
Texas
$153K -$3.87K -210 -2%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$152K -$119K -6,469 -44%
2 3
4
5 6

TIPX Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2024, worth a combined $1.17B — up 1.3% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TIPX and 11 opened new positions — a net loss of 9 holders — while 51 trimmed existing stakes and 53 added.

The largest buyer was State Street, adding an estimated $33.6M. The largest seller was Stadion Money Management, exiting entirely with an estimated $9.68M sold.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2024, down from 145 in Q1 2024.
  • Funds reported $1.17B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2024, up 1.3% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2024 and 20 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2024 was State Street, an estimated $33.6M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2024 was Stadion Money Management, an estimated $9.68M sold.

Based on aggregated 13F filings for Q2 2024.