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State Street SPDR Bloomberg 1-10 Year TIPS ETF

139 hedge funds and large institutions have $1.11B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

4% more funds holding

Funds holding: 134139 (+5)

0.44% less ownership

Funds ownership: 78.21%77.77% (-0.44%)

3% less capital invested

Capital invested by funds: $1.14B → $1.11B (-$30.6M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $234K

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
2.39%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
22
Increased
65
Reduced
41
Closed
16
Calls
Puts
$234K
Net Calls
-$234K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
101
Wealthcare Advisory Partners
Pennsylvania
$202K +$215K +11,091 New
AG
102
Ascent Group
Virginia
$193K -$23.9K -1,238 -11%
Wolverine Trading
103
Wolverine Trading
Illinois
$190K +$1.2K +62 +0.6%
AWM
104
Avior Wealth Management
Nebraska
$187K -$5.4K -279 -3%
NFSG
105
Newbridge Financial Services Group
Florida
$164K -$13.4K -691 -7%
CP
106
Castleview Partners
Texas
$152K +$26.4K +1,363 +20%
SPIA
107
Steward Partners Investment Advisory
New York
$146K
AWM
108
Accel Wealth Management
Iowa
$146K +$987 +51 +0.7%
Qube Research & Technologies (QRT)
109
Qube Research & Technologies (QRT)
United Kingdom
$128K +$136K +7,040 New
WFA
110
Wipfli Financial Advisors
Wisconsin
$119K +$127K +6,541 New
GWM
111
Geneos Wealth Management
Colorado
$97K -$14.6K -755 -12%
CAM
112
Columbia Asset Management
Michigan
$91K +$96.8K +5,006 New
HI
113
Harbour Investments
Wisconsin
$80K
Fidelity Investments
114
Fidelity Investments
Massachusetts
$57K +$8.09K +418 +16%
AAP
115
Arax Advisory Partners
Colorado
$47K +$1.28K +66 +3%
Citigroup
116
Citigroup
New York
$40K +$26.9K +1,391 +175%
BTI
117
Blue Trust Inc
Georgia
$38K +$37.9K +1,961 New
Wells Fargo
118
Wells Fargo
California
$35K -$15.3K -789 -29%
SAM
119
Strategic Asset Management
Minnesota
$32K +$28.3K +1,461 +113%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$31K +$12.8K +660 +63%
BHWM
121
Bay Harbor Wealth Management
Maryland
$27K +$1.51K +78 +6%
ACM
122
Antonetti Capital Management
Florida
$23K -$4.84K -250 -17%
AF
123
Advisornet Financial
Minnesota
$20K +$13.3K +688 +172%
GFPC
124
Global Financial Private Client
Florida
$19.4K +$20.4K +1,055 New
CIAS
125
Capital Investment Advisory Services
North Carolina
$18K

TIPX Hedge Fund Activity: Q3 2022 in Review

139 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2022, worth a combined $1.11B — down 2.7% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TIPX positions and 16 closed out — a net gain of 6 holders — while 65 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $67.9M. The largest seller was Citadel Advisors, cutting an estimated $27.7M.

  • 139 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2022, up from 134 in Q2 2022.
  • Funds reported $1.11B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2022, down 2.7% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2022 and 16 closed out, a net change of +6 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2022 was LPL Financial, an estimated $67.9M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2022 was Citadel Advisors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2022.