State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
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.
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: 137 → 140 (+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: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$58.7M |
| 2 |
Jane Street
New York
|
+$24.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.87M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.86M |
| 5 |
PAG
Paladin Advisory Group
Clive,
Iowa
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$34M |
| 2 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$10.2M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.76M |
| 4 |
RWA
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
-$2.12M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
151
Belpointe Asset Management
Reno,
Nevada
| – | -$64.5K | -3,388 | Closed |
|
|
ASN
152
Advisory Services Network
Atlanta,
Georgia
| – | -$23.1K | -1,216 | Closed |
|
|
SWM
153
Spire Wealth Management
Mclean,
Virginia
| – | -$18.3K | -959 | Closed |
|
154
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$17.8K | -937 | Closed |
|
|
FPFS
155
First Personal Financial Services
Charlotte,
North Carolina
| – | -$1.39K | -73 | Closed |
|
|
C
156
Covestor
London,
United Kingdom
| – | +$37 | +2 | +10% |
|
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.