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State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX

134 hedge funds and large institutions have $1.17B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 51

1% more capital invested

Capital invested by funds: $1.16B → $1.17B (+$14.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.93% less ownership

Funds ownership: 87.21% → 86.28% (-0.93%)

8% less funds holding

Funds holding: 145 → 134 (-11)

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

Holders
134
Holders Change
-11
Holders Change %
-7.59%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
53
Reduced
51
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$33.6M
2
AWM
AE Wealth Management
Kansas
+$4.16M
3
Goldman Sachs
Goldman Sachs
New York
+$2.77M
4
Jane Street
Jane Street
New York
+$2.65M
5
HWP
Hibernia Wealth Partners
Louisiana
+$2.14M

Top Sellers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
-$9.68M
2
LPL Financial
LPL Financial
California
-$5.87M
3
IGWM
ICA Group Wealth Management
Colorado
-$1.84M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.29M
5
Deutsche Bank
Deutsche Bank
Germany
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
101
Castleview Partners
Texas
$135K +$42.5K +2,309 +46%
Citigroup
102
Citigroup
New York
$123K -$7.55K -410 -6%
SNB
103
Security National Bank
Nebraska
$111K +$110K +5,993 New
GFPC
104
Global Financial Private Client
Florida
$103K – – –
PTC
105
Private Trust Company
Ohio
$101K -$331 -18 -0.3%
Wells Fargo
106
Wells Fargo
California
$82.2K -$19.4K -1,052 -19%
RIA
107
Realta Investment Advisors
Delaware
$70.8K +$1.34K +73 +2%
CAL
108
Capital Analysts LLC
Pennsylvania
$66K +$4.42K +240 +7%
AF
109
Allworth Financial
California
$62.7K -$16K -869 -20%
IA
110
IFP Advisors
Florida
$62.5K – – –
OP
111
ORG Partners
Indiana
$53.7K +$54K +2,931 New
RPCA
112
Running Point Capital Advisors
California
$43.9K – – –
AWM
113
Avior Wealth Management
Nebraska
$31.6K -$4.92K -267 -13%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$29.7K – – –
PA
115
Parallel Advisors
California
$29.2K -$1.2K -65 -4%
Simplex Trading
116
Simplex Trading
Illinois
$23K -$3.2K -174 -12%
IGWM
117
ICA Group Wealth Management
Colorado
$15.9K -$1.84M -99,768 -99%
PS
118
Principal Securities
Iowa
$14.9K +$11.7K +636 +370%
GPFA
119
Game Plan Financial Advisors
Ohio
$13.9K – – –
FFA
120
Founders Financial Alliance
North Carolina
$9.79K – – –
ACA
121
Aptus Capital Advisors
Alabama
$9.7K +$3.57K +194 +59%
RWPA
122
Richard W. Paul & Associates
Michigan
$7.76K – – –
NS
123
NBC Securities
Alabama
$7K – – –
LFG
124
Larson Financial Group
Missouri
$6.95K – – –
TF
125
Tompkins Financial
New York
$5.91K – – –
3 4
5
6 7

TIPX Hedge Fund Activity: Q2 2024 in Review

134 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2024, worth a combined $1.17B — up 1.3% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TIPX and 11 opened new positions — a net loss of 9 holders — while 51 trimmed existing stakes and 53 added.

The largest buyer was State Street, adding an estimated $33.6M. The largest seller was Stadion Money Management, exiting entirely with an estimated $9.68M sold.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2024, down from 145 in Q1 2024.
  • Funds reported $1.17B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2024, up 1.3% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2024 and 20 closed out, a net change of -9 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2024 was State Street, an estimated $33.6M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2024 was Stadion Money Management, an estimated $9.68M sold.

Based on aggregated 13F filings for Q2 2024.