State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
99 hedge funds and large institutions have $954M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 42 increasing their positions, 15 reducing their positions, and 7 closing their positions.
343% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 7
180% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 15
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
32% more funds holding
Funds holding: 75 → 99 (+24)
27% more capital invested
Capital invested by funds: $750M → $954M (+$203M)
0.78% more ownership
Funds ownership: 82.52% → 83.3% (+0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$49.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$49.1M |
| 3 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$21.4M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$10.4M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$1.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.72M |
| 3 |
FTA
Financial & Tax Architects
St Louis,
Missouri
|
-$879K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$521K |
| 5 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$319K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFN
101
RDA Financial Network
Akron,
Iowa
| – | -$268K | -12,708 | Closed |
|
|
LNC
102
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$253K | -11,982 | Closed |
|
|
KAS
103
Kestra Advisory Services
Austin,
Texas
| – | -$234K | -11,067 | Closed |
|
|
MA
104
MCF Advisors
Covington,
Kentucky
| – | -$14K | -648 | Closed |
|
|
CI
105
CX Institutional
Auburn,
Indiana
| – | -$1K | -36 | Closed |
|
106
AssetMark Inc
Concord,
California
| – | -$21 | -1 | -5% |
|
TIPX Hedge Fund Activity: Q4 2021 in Review
99 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2021, worth a combined $954M — up 27% from $750M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new TIPX positions and 7 closed out — a net gain of 24 holders — while 42 added to existing stakes and 15 trimmed.
The largest buyer was State Street, adding an estimated $49.9M. The largest seller was Stringer Asset Management, cutting an estimated $1.8M.
- 99 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2021, up from 75 in Q3 2021.
- Funds reported $954M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2021, up 27% quarter-over-quarter.
- 31 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2021 and 7 closed out, a net change of +24 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2021 was State Street, an estimated $49.9M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2021 was Stringer Asset Management, an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2021.