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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.07B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.8% less ownership

Funds ownership: 84.7%81.89% (-2.8%)

4% less funds holding

Funds holding: 140134 (-6)

6% less capital invested

Capital invested by funds: $1.13B → $1.07B (-$62.9M)

16% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 61

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
2.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
51
Reduced
61
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
101
Rooted Wealth Advisors
Illinois
$214K -$52.5K -2,869 -20%
EH
102
Equitable Holdings
New York
$208K -$28.3K -1,547 -12%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$186K +$188K +10,266 New
SIA
104
Strategic Investment Advisors
Michigan
$185K -$14K -763 -7%
PTC
105
Private Trust Company
Ohio
$169K -$14.2K -774 -8%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$158K +$94.7K +5,181 +146%
Wells Fargo
107
Wells Fargo
California
$147K +$20.5K +1,120 +16%
Citigroup
108
Citigroup
New York
$134K +$20.3K +1,112 +18%
VAG
109
VisionPoint Advisory Group
Texas
$125K +$76.9K +4,204 +157%
IA
110
IFP Advisors
Florida
$118K +$32.9K +1,800 +38%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$110K +$110K +6,000 New
CP
112
Castleview Partners
Texas
$86.4K -$52.5K -2,869 -38%
AWM
113
Avior Wealth Management
Nebraska
$86.2K -$78.5K -4,295 -47%
NFSG
114
Newbridge Financial Services Group
Florida
$71.5K -$53K -2,901 -42%
RWPA
115
Richard W. Paul & Associates
Michigan
$66.8K -$10.6K -582 -14%
CAL
116
Capital Analysts LLC
Pennsylvania
$60K
SPIA
117
Steward Partners Investment Advisory
New York
$51.4K
CT
118
Colonial Trust
South Carolina
$36.5K
NIC
119
Northwest Investment Counselors
Oregon
$33.1K
PA
120
Parallel Advisors
California
$29.5K +$22.9K +1,251 +330%
Fidelity Investments
121
Fidelity Investments
Massachusetts
$28.6K +$28.4K +1,552 +5,543%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$27K +$8.32K +455 +43%
AF
123
Advisornet Financial
Minnesota
$19.7K +$4.79K +262 +32%
TWC
124
TD Waterhouse Canada
Ontario, Canada
$19.5K +$6.82K +373 +52%
CIAS
125
Capital Investment Advisory Services
North Carolina
$17.5K

TIPX Hedge Fund Activity: Q3 2023 in Review

134 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2023, worth a combined $1.07B — down 5.6% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of TIPX and 12 opened new positions — a net loss of 6 holders — while 61 trimmed existing stakes and 51 added.

The largest buyer was State Street, adding an estimated $12.5M. The largest seller was Jane Street, cutting an estimated $28M.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2023, down from 140 in Q2 2023.
  • Funds reported $1.07B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2023, down 5.6% quarter-over-quarter.
  • 12 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2023 and 18 closed out, a net change of -6 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2023 was State Street, an estimated $12.5M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2023 was Jane Street, an estimated $28M sold.

Based on aggregated 13F filings for Q3 2023.