State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
137 hedge funds and large institutions have $1.12B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 64 reducing their positions, and 22 closing their positions.
7% more capital invested
Capital invested by funds: $1.04B → $1.12B (+$75.5M)
2.99% more ownership
Funds ownership: 77.47% → 80.46% (+3%)
9% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 22
4% less funds holding
Funds holding: 142 → 137 (-5)
41% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 64
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$51.4M |
| 2 |
Jane Street
New York
|
+$14.1M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.69M |
| 4 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
+$2.77M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$8.49M |
| 2 |
Morgan Stanley
New York
|
-$5.87M |
| 3 |
SCP
Shorepoint Capital Partners
Norwood,
Massachusetts
|
-$5.51M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$4.46M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
151
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$114K | -6,168 | Closed |
|
152
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$108K | -5,875 | Closed |
|
|
AAP
153
Arax Advisory Partners
Denver,
Colorado
| – | -$48.1K | -2,609 | Closed |
|
|
AWM
154
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$46.5K | -2,504 | Closed |
|
|
BHWM
155
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| – | -$28K | -1,514 | Closed |
|
|
BWM
156
Baystate Wealth Management
Boston,
Massachusetts
| – | -$18K | -982 | Closed |
|
|
EE
157
EWG Elevate
Roseville,
California
| – | -$8.67K | -470 | Closed |
|
158
Rockefeller Capital Management
New York
| – | -$1K | -100 | Closed |
|
|
C
159
Covestor
London,
United Kingdom
| – | -$112 | -6 | -23% |
|
TIPX Hedge Fund Activity: Q1 2023 in Review
137 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2023, worth a combined $1.12B — up 7.2% from $1.04B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of TIPX and 20 opened new positions — a net loss of 2 holders — while 64 trimmed existing stakes and 38 added.
The largest buyer was State Street, adding an estimated $51.4M. The largest seller was LPL Financial, cutting an estimated $8.49M.
- 137 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2023, down from 142 in Q4 2022.
- Funds reported $1.12B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2023, up 7.2% quarter-over-quarter.
- 20 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2023 and 22 closed out, a net change of -2 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2023 was State Street, an estimated $51.4M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2023 was LPL Financial, an estimated $8.49M sold.
Based on aggregated 13F filings for Q1 2023.