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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.14B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

8% more funds holding

Funds holding: 124134 (+10)

5.08% less ownership

Funds ownership: 83.3%78.21% (-5.1%)

7% less capital invested

Capital invested by funds: $1.23B → $1.14B (-$87.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $231K

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
25
Increased
51
Reduced
44
Closed
15
Calls
Puts
$231K
Net Calls
-$231K
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
101
Old Mission Capital
Illinois
$195K +$201K +10,041 New
NFSG
102
Newbridge Financial Services Group
Florida
$189K +$15.8K +787 +9%
SPIA
103
Steward Partners Investment Advisory
New York
$156K -$44.1K -2,202 -22%
AWM
104
Accel Wealth Management
Iowa
$153K -$152K -7,600 -49%
GWM
105
Geneos Wealth Management
Colorado
$119K
HI
106
Harbour Investments
Wisconsin
$80K +$82.6K +4,126 New
Wells Fargo
107
Wells Fargo
California
$53K +$20.7K +1,032 +61%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$52K +$4.34K +217 +9%
AAP
109
Arax Advisory Partners
Colorado
$49K +$1.26K +63 +3%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$11.1K +552 +28%
CPFP
111
Clear Perspectives Financial Planning
Ohio
$48K -$4.18M -208,626 -99%
PTC
112
Private Trust Company
Ohio
$47K +$48.6K +2,429 New
ACM
113
Antonetti Capital Management
Florida
$29K
BHWM
114
Bay Harbor Wealth Management
Maryland
$28K -$19.1K -954 -40%
TCWM
115
Total Clarity Wealth Management
Illinois
$27K +$27.3K +1,365 New
SAM
116
Strategic Asset Management
Minnesota
$25K -$11.2K -561 -30%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$21K
CIAS
118
Capital Investment Advisory Services
North Carolina
$19K +$19.4K +967 New
PFA
119
Professional Financial Advisors
Nebraska
$16K -$1K -50 -6%
GEA
120
Glen Eagle Advisors
New Jersey
$15.3K
Citigroup
121
Citigroup
New York
$15K +$5.87K +293 +59%
HFA
122
HC Financial Advisors
California
$11K
William Blair & Company
123
William Blair & Company
Illinois
$10K +$2.76K +138 +35%
AF
124
Advisornet Financial
Minnesota
$8K
CA
125
CoreCap Advisors
Michigan
$8K +$7.81K +390 New

TIPX Hedge Fund Activity: Q2 2022 in Review

134 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2022, worth a combined $1.14B — down 7.1% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TIPX positions and 15 closed out — a net gain of 10 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $31.6M. The largest seller was Jane Street, cutting an estimated $65M.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2022, up from 124 in Q1 2022.
  • Funds reported $1.14B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2022, down 7.1% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2022 and 15 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2022 was Citadel Advisors, an estimated $31.6M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2022 was Jane Street, an estimated $65M sold.

Based on aggregated 13F filings for Q2 2022.