State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
11 hedge funds and large institutions have $9.92M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
22% more funds holding
Funds holding: 9 → 11 (+2)
16% more capital invested
Capital invested by funds: $8.54M → $9.92M (+$1.38M)
0.92% less ownership
Funds ownership: 87.63% → 86.71% (-0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$489K |
| 2 |
State Street
Boston,
Massachusetts
|
+$427K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$406K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$330K |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$219K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Goldman Sachs
New York
| $5.72M | – | – | – |
|
|
SMM
2
Stadion Money Management
Watkinsville,
Georgia
| $1.94M | +$155K | +7,992 | +9% |
|
|
3
State Street
Boston,
Massachusetts
| $945K | +$427K | +21,991 | +80% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $482K | +$489K | +25,199 | +25,199% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $399K | +$406K | +20,940 | New |
|
|
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $335K | +$330K | +17,012 | +2,933% |
|
7
AssetMark Inc
Concord,
California
| $59K | +$4.93K | +254 | +9% |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $18K | +$15K | +774 | +503% |
|
9
Morgan Stanley
New York
| $17K | +$16.9K | +871 | New |
|
10
UBS Group
Zurich,
Switzerland
| $7K | +$6.79K | +350 | New |
|
|
11
Barclays
London,
United Kingdom
| – | -$219K | -11,538 | Closed |
|
12
Parallax Volatility Advisers
San Francisco,
California
| – | +$19 | +1 | New |
|
TIPX Hedge Fund Activity: Q4 2014 in Review
11 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2014, worth a combined $9.92M — up 16% from $8.54M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TIPX positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Bank of America, adding an estimated $489K. The largest seller was Barclays, exiting entirely with an estimated $219K sold.
- 11 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2014, up from 9 in Q3 2014.
- Funds reported $9.92M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2014, up 16% quarter-over-quarter.
- 4 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2014 and 1 closed out, a net change of +3 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2014 was Bank of America, an estimated $489K added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2014 was Barclays, an estimated $219K sold.
Based on aggregated 13F filings for Q4 2014.