We are live on ! Find out more
TIPX icon

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
NS
126
NBC Securities
Alabama
$15K +$15.6K +855 New
CFD
127
Creative Financial Designs
Indiana
$10.5K +$750 +41 +8%
IHWM
128
Iron Horse Wealth Management
Iowa
$9.49K +$9.6K +525 New
LFG
129
Larson Financial Group
Missouri
$6.8K
Comerica Bank
130
Comerica Bank
Texas
$6.78K +$6.86K +375 New
HWP
131
Hibernia Wealth Partners
Louisiana
$5.21K +$5.27K +288 New
HT
132
Headlands Technologies
Illinois
$2.4K +$2.43K +133 New
GWM
133
Geneos Wealth Management
Colorado
$2.26K -$5.85K -320 -72%
GS
134
GTS Securities
New York
-$1.07M -57,811 Closed
LNB
135
Ledyard National Bank
-$1.04M -56,071 Closed
AT
136
American Trust
Kentucky
-$871K -47,234 Closed
LFP
137
Leeward Financial Partners
Washington
-$298K -16,154 Closed
T
138
TRUADVICE
Florida
-$278K -15,170 Closed
NDSI
139
Newman Dignan & Sheerar Inc
Rhode Island
-$250K -13,563 Closed
PA
140
PFG Advisors
Arizona
-$234K -12,684 Closed
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
-$226K -12,217 Closed
RJT
142
Raymond James Trust
Florida
-$215K -11,636 Closed
SS
143
Simplicity Solutions
Minnesota
-$206K -11,138 Closed
EGA
144
E&G Advisors
Texas
-$185K -10,000 Closed
VF
145
VitalStone Financial
Texas
-$22K -1,169 Closed
CB
146
Centennial Bank
Arkansas
-$16.3K -896 Closed
GEA
147
Glen Eagle Advisors
New Jersey
-$14.5K -785 Closed
WP
148
WealthPLAN Partners
Nebraska
-$11.6K -629 Closed
BWM
149
Baystate Wealth Management
Massachusetts
-$4.64K -254 Closed
GI
150
Gradient Investments
Minnesota
-$4.62K -250 Closed

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.