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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
Cerity Partners
151
Cerity Partners
New York
-$750K -40,352 Closed
TFP
152
Traction Financial Partners
Wyoming
-$543K -29,200 Closed
SWP
153
Significant Wealth Partners
Illinois
-$478K -25,737 Closed
RCM
154
Regency Capital Management
Hawaii
-$472K -25,415 Closed
MWM
155
Meridian Wealth Management
Kentucky
-$314K -16,910 Closed
IPWA
156
International Private Wealth Advisors
California
-$292K -15,702 Closed
GLA
157
Good Life Advisors
Pennsylvania
-$270K -14,503 Closed
WWG
158
West Wealth Group
California
-$252K -13,554 Closed
SPIA
159
Steward Partners Investment Advisory
New York
-$52.9K -2,843 Closed
NFSG
160
Newbridge Financial Services Group
Florida
-$44.6K -2,400 Closed
CT
161
Colonial Trust
South Carolina
-$37.2K -2,000 Closed
ASN
162
Advisory Services Network
Georgia
-$22.6K -1,216 Closed
TCWA
163
Turtle Creek Wealth Advisors
Texas
-$21.6K -1,160 Closed
NSIM
164
North Star Investment Management
Illinois
-$15.2K -818 Closed
IHWM
165
Iron Horse Wealth Management
Iowa
-$9.76K -525 Closed
KFP
166
Keener Financial Planning
Texas
-$5K -283 Closed
OP
167
ORG Partners
Indiana
-$4.05K -218 Closed
RFG
168
REAP Financial Group
Texas
-$1.32K -71 Closed
C
169
Covestor
United Kingdom
-$74 -4 -31%

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.