State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
11 hedge funds and large institutions have $19.4M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
25% more capital invested
Capital invested by funds: $15.6M → $19.4M (+$3.82M)
22% more funds holding
Funds holding: 9 → 11 (+2)
1.03% more ownership
Funds ownership: 81.2% → 82.23% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$2.25M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$911K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$670K |
| 4 |
LPL Financial
San Diego,
California
|
+$358K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$148K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$960K |
| 2 |
Morgan Stanley
New York
|
-$16.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
State Street
Boston,
Massachusetts
| $9.39M | +$2.25M | +116,992 | +32% |
|
2
Goldman Sachs
New York
| $5.9M | – | – | – |
|
|
3
Bank of America
Charlotte,
North Carolina
| $2.18M | +$911K | +47,318 | +75% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $981K | +$670K | +34,784 | +230% |
|
|
MFS
5
MSI Financial Services
Springfield,
Massachusetts
| $390K | +$148K | +7,687 | +63% |
|
|
6
LPL Financial
San Diego,
California
| $365K | +$358K | +18,574 | New |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $95K | -$960K | -49,878 | -91% |
|
|
8
Morgan Stanley
New York
| $75K | -$16.4K | -853 | -18% |
|
|
LTFS
9
Ladenburg Thalmann Financial Services
Miami,
Florida
| $25K | – | – | – |
|
|
AIG
10
American International Group
New York
| $2K | +$1.52K | +79 | New |
|
TIPX Hedge Fund Activity: Q1 2016 in Review
11 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2016, worth a combined $19.4M — up 25% from $15.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TIPX positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was State Street, adding an estimated $2.25M. The largest seller was Royal Bank of Canada, cutting an estimated $960K.
- 11 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2016, up from 9 in Q4 2015.
- Funds reported $19.4M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2016, up 25% quarter-over-quarter.
- 2 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2016 and 0 closed out, a net change of +2 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2016 was State Street, an estimated $2.25M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2016 was Royal Bank of Canada, an estimated $960K sold.
Based on aggregated 13F filings for Q1 2016.