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State Street SPDR Bloomberg 1-10 Year TIPS ETF

145 hedge funds and large institutions have $1.16B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 72 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 86.75%87.21% (+0.46%)

0% more capital invested

Capital invested by funds: $1.16B → $1.16B (+$938K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 151145 (-6)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

50% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 72

Holders
145
Holders Change
-6
Holders Change %
-3.97%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
36
Reduced
72
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$198K +$36.1K +1,949 +22%
Mariner
102
Mariner
Kansas
$193K -$25.9K -1,397 -12%
AWS
103
Atria Wealth Solutions
New York
$189K -$445K -24,007 -70%
IWC
104
Integrated Wealth Concepts
Massachusetts
$187K -$97.1K -5,240 -34%
UWM
105
USAdvisors Wealth Management
Minnesota
$187K -$65.4K -3,529 -26%
MA
106
MKT Advisors
California
$185K +$187K +10,078 New
VAG
107
VisionPoint Advisory Group
Texas
$158K -$17K -919 -10%
PAG
108
Paladin Advisory Group
Iowa
$157K
NA
109
NewEdge Advisors
Louisiana
$136K -$134K -7,249 -50%
Citigroup
110
Citigroup
New York
$132K -$10.1K -545 -7%
PTC
111
Private Trust Company
Ohio
$103K
GFPC
112
Global Financial Private Client
Florida
$103K -$475K -25,608 -82%
Wells Fargo
113
Wells Fargo
California
$103K -$127K -6,863 -56%
CP
114
Castleview Partners
Texas
$93K +$33.4K +1,801 +56%
AF
115
Allworth Financial
California
$79.4K +$1.17K +63 +2%
RIA
116
Realta Investment Advisors
Delaware
$70.1K +$69.7K +3,759 New
WT
117
Washington Trust
Rhode Island
$66.4K +$66K +3,563 New
IA
118
IFP Advisors
Florida
$63.1K
CAL
119
Capital Analysts LLC
Pennsylvania
$62K
RPCA
120
Running Point Capital Advisors
California
$44.3K
AWM
121
Avior Wealth Management
Nebraska
$36.8K -$1.35K -73 -3%
PA
122
Parallel Advisors
California
$30.7K
TWC
123
TD Waterhouse Canada
Ontario, Canada
$29.9K +$5.91K +319 +25%
Simplex Trading
124
Simplex Trading
Illinois
$26K +$22.9K +1,236 +618%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$20.6K -$3.47K -187 -14%

TIPX Hedge Fund Activity: Q1 2024 in Review

145 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2024, worth a combined $1.16B — up 0.08% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TIPX and 18 opened new positions — a net loss of 5 holders — while 72 trimmed existing stakes and 36 added.

The largest buyer was State Street, adding an estimated $38.7M. The largest seller was LPL Financial, cutting an estimated $11.8M.

  • 145 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2024, down from 151 in Q4 2023.
  • Funds reported $1.16B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2024, up 0.08% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2024 and 23 closed out, a net change of -5 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2024 was State Street, an estimated $38.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2024 was LPL Financial, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2024.