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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
CIAS
126
Capital Investment Advisory Services
North Carolina
$17.9K
CB
127
Centennial Bank
Arkansas
$16.3K +$16.8K +896 New
AF
128
Advisornet Financial
Minnesota
$15.3K
GEA
129
Glen Eagle Advisors
New Jersey
$14.5K
TWC
130
TD Waterhouse Canada
Ontario, Canada
$13K
WP
131
WealthPLAN Partners
Nebraska
$11.6K -$1.05K -56 -8%
CFD
132
Creative Financial Designs
Indiana
$9.97K +$10.1K +540 New
GWM
133
Geneos Wealth Management
Colorado
$8.21K
PA
134
Parallel Advisors
California
$7K +$7.09K +379 New
LFG
135
Larson Financial Group
Missouri
$6.94K
BWM
136
Baystate Wealth Management
Massachusetts
$4.71K +$4.75K +254 New
GI
137
Gradient Investments
Minnesota
$4.62K -$24.7K -1,320 -84%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$519 -$27.4K -1,464 -98%
MA
139
MCF Advisors
Kentucky
$448
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
-$3.76M -197,515 Closed
HH
141
Hilltop Holdings
Texas
-$625K -32,855 Closed
OL
142
Owen LaRue
Kentucky
-$476K -25,783 Closed
PWA
143
PCG Wealth Advisors
Kansas
-$429K -22,538 Closed
FA
144
Fermata Advisors
California
-$301K -15,821 Closed
SWP
145
Stratos Wealth Partners
Ohio
-$300K -15,775 Closed
VWA
146
V Wealth Advisors
Kansas
-$264K -13,877 Closed
SFS
147
Sowell Financial Services
Arkansas
-$209K -10,961 Closed
TI
148
Trexquant Investment
Connecticut
-$202K -10,613 Closed
CF
149
Centaurus Financial
California
-$106K -5,545 Closed
AWM
150
Accel Wealth Management
Iowa
-$104K -5,489 Closed

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.