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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
AF
126
Advisornet Financial
Minnesota
$20.3K
GPFA
127
Game Plan Financial Advisors
Ohio
$14K
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$12.1K +$12K +648 New
FFA
129
Founders Financial Alliance
North Carolina
$9.88K +$9.82K +530 New
RWPA
130
Richard W. Paul & Associates
Michigan
$7.83K -$59.1K -3,186 -88%
William Blair & Company
131
William Blair & Company
Illinois
$7.59K +$5.78K +312 +328%
LFG
132
Larson Financial Group
Missouri
$7.01K
NS
133
NBC Securities
Alabama
$7K
ACA
134
Aptus Capital Advisors
Alabama
$6.17K +$6.14K +331 New
TF
135
Tompkins Financial
New York
$5.96K
SAM
136
Smartleaf Asset Management
Massachusetts
$5.16K -$241 -13 -4%
Comerica Bank
137
Comerica Bank
Texas
$4.96K -$2.17K -117 -31%
NB
138
NBT Bank
New York
$3.3K
PS
139
Principal Securities
Iowa
$3.21K
CA
140
CoreCap Advisors
Michigan
$2.52K +$2.5K +135 New
CFD
141
Creative Financial Designs
Indiana
$764 -$10K -540 -93%
GI
142
Gradient Investments
Minnesota
$559 -$4.6K -248 -89%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$373
FFA
144
Frazier Financial Advisors
Ohio
$306
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$3
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
-$2.48M -133,131 Closed
Charles Schwab
147
Charles Schwab
California
-$2.25M -120,903 Closed
SOS
148
Silver Oak Securities
Tennessee
-$1.54M -82,680 Closed
Manulife (Manufacturers Life Insurance)
149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.52M -82,000 Closed
CRI
150
Colonial River Investments
Virginia
-$1.03M -55,184 Closed

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.