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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
HGERS
126
Householder Group Estate & Retirement Specialist
Arizona
$16K +$17.9K +925 New
CAL
127
Capital Advisors Ltd
Ohio
$15K +$16.5K +851 New
GEA
128
Glen Eagle Advisors
New Jersey
$14.3K
PFA
129
Professional Financial Advisors
Nebraska
$13K -$1.7K -88 -11%
ACM
130
Absolute Capital Management
Pennsylvania
$10.1K +$10.7K +553 New
AF
131
Allworth Financial
California
$10K +$10.3K +535 New
William Blair & Company
132
William Blair & Company
Illinois
$7K -$2.67K -138 -26%
LFG
133
Larson Financial Group
Missouri
$7K
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$6.07K +$5.28M +273,164 +792%
PA
135
Parallel Advisors
California
$6K
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$3K +$909 +47 +31%
NDSI
137
Newman Dignan & Sheerar Inc
Rhode Island
$1.3K -$153K -7,905 -10%
MA
138
MCF Advisors
Kentucky
$1K
C
139
Covestor
United Kingdom
$1K +$19 +1 +4%
HCM
140
Howard Capital Management
Georgia
-$3.71M -190,463 Closed
AI
141
Atria Investments
North Carolina
-$3M -154,259 Closed
RCS
142
Retirement Capital Strategies
California
-$933K -47,947 Closed
CAAS
143
Capital Asset Advisory Services
Michigan
-$368K -18,930 Closed
FHA
144
Flagship Harbor Advisors
Massachusetts
-$358K -18,395 Closed
JWM
145
Jeppson Wealth Management
California
-$285K -14,667 Closed
SIA
146
Strategic Investment Advisors
Michigan
-$280K -14,378 Closed
ARC
147
Advisor Resource Council
Texas
-$216K -11,092 Closed
CFAM
148
Center For Asset Management
Florida
-$210K -10,794 Closed
OMC
149
Old Mission Capital
Illinois
-$195K -10,041 Closed
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
-$49K -2,521 Closed

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.