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State Street SPDR Bloomberg 1-10 Year TIPS ETF

123 hedge funds and large institutions have $1.2B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $1.17B → $1.2B (+$21.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 48

1.26% less ownership

Funds ownership: 86.28%85.02% (-1.3%)

8% less funds holding

Funds holding: 134123 (-11)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

Holders
123
Holders Change
-11
Holders Change %
-8.21%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
47
Reduced
48
Closed
20
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
$329K
TSS
77
Two Sigma Securities
New York
$313K +$308K +16,500 New
MFG
78
Merit Financial Group
Georgia
$311K +$2.82K +151 +0.9%
BWA
79
Blodgett Wealth Advisors
California
$307K
BCI
80
Brinker Capital Investments
Pennsylvania
$270K -$1.34M -71,548 -83%
OPS
81
Orion Portfolio Solutions
Nebraska
$270K -$1.34M -71,548 -83%
CNBT
82
Canandaigua National Bank & Trust
New York
$264K
SPC
83
Sigma Planning Corp
Michigan
$264K +$2.17K +116 +0.8%
AIA
84
Accelerate Investment Advisors
California
$253K +$250K +13,363 New
MML Investors Services
85
MML Investors Services
Massachusetts
$251K -$26.3K -1,405 -10%
RFS
86
Richardson Financial Services
Massachusetts
$247K +$21K +1,123 +9%
TWM
87
Tradition Wealth Management
Minnesota
$243K -$25K -1,339 -9%
MSG
88
Main Street Group
Virginia
$238K
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$234K -$15.7K -841 -6%
RJA
90
Raymond James & Associates
Florida
$231K -$2.31M -123,563 -91%
KFGK
91
Keystone Financial Group (Kentucky)
Kentucky
$228K +$225K +12,018 New
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$213K +$12.6K +676 +6%
AWM
93
AE Wealth Management
Kansas
$212K -$4.26M -227,737 -95%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$208K +$205K +10,965 New
WWM
95
Western Wealth Management
Colorado
$192K +$168 +9 +0.1%
Wells Fargo
96
Wells Fargo
California
$191K +$106K +5,655 +127%
PAG
97
Paladin Advisory Group
Iowa
$161K
VAG
98
VisionPoint Advisory Group
Texas
$144K -$12.5K -666 -8%
Citigroup
99
Citigroup
New York
$123K -$2.86K -153 -2%
CP
100
Castleview Partners
Texas
$106K -$32K -1,712 -23%

TIPX Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2024, worth a combined $1.2B — up 1.9% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TIPX and 10 opened new positions — a net loss of 10 holders — while 48 trimmed existing stakes and 47 added.

The largest buyer was State Street, adding an estimated $42.1M. The largest seller was LPL Financial, cutting an estimated $38.1M.

  • 123 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2024, down from 134 in Q2 2024.
  • Funds reported $1.2B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2024, up 1.9% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2024 and 20 closed out, a net change of -10 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2024 was State Street, an estimated $42.1M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2024 was LPL Financial, an estimated $38.1M sold.

Based on aggregated 13F filings for Q3 2024.