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State Street SPDR Bloomberg 1-10 Year TIPS ETF

140 hedge funds and large institutions have $1.13B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

14% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 50

4.24% more ownership

Funds ownership: 80.46%84.7% (+4.2%)

2% more funds holding

Funds holding: 137140 (+3)

1% more capital invested

Capital invested by funds: $1.12B → $1.13B (+$13.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
57
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$226K -$934K -49,950 -80%
Mariner
102
Mariner
Kansas
$224K +$2K +107 +0.9%
RJT
103
Raymond James Trust
Florida
$215K -$19.5K -1,045 -8%
NA
104
NewEdge Advisors
Louisiana
$212K +$61.5K +3,290 +40%
SS
105
Simplicity Solutions
Minnesota
$206K -$496K -26,518 -70%
SW
106
Simplicity Wealth
New Jersey
$206K +$13.3K +713 +7%
SIA
107
Strategic Investment Advisors
Michigan
$203K -$56 -3 -0%
OMC
108
Old Mission Capital
Illinois
$190K +$192K +10,289 New
PTC
109
Private Trust Company
Ohio
$187K -$58.7K -3,138 -24%
EGA
110
E&G Advisors
Texas
$185K
AWM
111
Avior Wealth Management
Nebraska
$167K -$24.5K -1,310 -13%
CP
112
Castleview Partners
Texas
$141K +$9.93K +531 +7%
Wells Fargo
113
Wells Fargo
California
$130K +$99.6K +5,326 +313%
NFSG
114
Newbridge Financial Services Group
Florida
$127K +$449 +24 +0.4%
Citigroup
115
Citigroup
New York
$116K +$24.2K +1,292 +26%
IA
116
IFP Advisors
Florida
$87.7K -$23.9K -1,280 -21%
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$80.2K +$66.5K +3,556 New
RWPA
118
Richard W. Paul & Associates
Michigan
$78.9K +$2.52K +135 +3%
CAL
119
Capital Analysts LLC
Pennsylvania
$61K
SPIA
120
Steward Partners Investment Advisory
New York
$52.5K -$96.9K -5,183 -65%
VAG
121
VisionPoint Advisory Group
Texas
$49.6K +$50.2K +2,685 New
CT
122
Colonial Trust
South Carolina
$36.8K
NIC
123
Northwest Investment Counselors
Oregon
$33.8K +$34.3K +1,832 New
VF
124
VitalStone Financial
Texas
$22K +$21.9K +1,169 New
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$19K -$14.5K -774 -42%

TIPX Hedge Fund Activity: Q2 2023 in Review

140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2023, worth a combined $1.13B — up 1.2% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TIPX positions and 16 closed out — a net gain of 3 holders — while 57 added to existing stakes and 50 trimmed.

The largest buyer was State Street, adding an estimated $58.7M. The largest seller was LPL Financial, cutting an estimated $34M.

  • 140 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2023, up from 137 in Q1 2023.
  • Funds reported $1.13B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2023, up 1.2% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2023 and 16 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2023 was State Street, an estimated $58.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2023 was LPL Financial, an estimated $34M sold.

Based on aggregated 13F filings for Q2 2023.