State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
9 hedge funds and large institutions have $8.41M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
200% more funds holding
Funds holding: 3 → 9 (+6)
0.52% more ownership
Funds ownership: 86.94% → 87.46% (+0.52%)
1% less capital invested
Capital invested by funds: $8.47M → $8.41M (-$56K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$1.97M |
| 2 |
BCM
Bluefin Capital Management
New York
|
+$586K |
| 3 |
AssetMark Inc
Concord,
California
|
+$88.4K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$6.26K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$4.76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.95M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$652K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$10.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Goldman Sachs
New York
| $5.78M | -$1.95M | -99,905 | -25% |
|
|
SMM
2
Stadion Money Management
Watkinsville,
Georgia
| $1.95M | +$1.97M | +101,185 | New |
|
|
BCM
3
Bluefin Capital Management
New York
| $578K | +$586K | +30,025 | New |
|
|
4
AssetMark Inc
Concord,
California
| $87K | +$88.4K | +4,532 | New |
|
|
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $6K | +$6.26K | +321 | New |
|
|
U
6
UBS
Zurich,
Switzerland
| $5K | +$4.76K | +244 | New |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | -$10.9K | -559 | -77% |
|
|
WA
8
WFG Advisors
Dallas,
Texas
| $3K | +$3.24K | +166 | New |
|
9
Bank of America
Charlotte,
North Carolina
| $2K | +$1.95K | +100 | New |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$652K | -33,493 | Closed |
|
TIPX Hedge Fund Activity: Q4 2013 in Review
9 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2013, worth a combined $8.41M — down 0.66% from $8.47M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TIPX positions and 1 closed out — a net gain of 6 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Stadion Money Management, opening a new position worth an estimated $1.97M. The largest seller was Goldman Sachs, cutting an estimated $1.95M.
- 9 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2013, up from 3 in Q3 2013.
- Funds reported $8.41M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2013, down 0.66% quarter-over-quarter.
- 7 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2013 and 1 closed out, a net change of +6 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2013 was Stadion Money Management, an estimated $1.97M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2013 was Goldman Sachs, an estimated $1.95M sold.
Based on aggregated 13F filings for Q4 2013.