State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
14 hedge funds and large institutions have $52M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
168% more capital invested
Capital invested by funds: $19.4M → $52M (+$32.6M)
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
27% more funds holding
Funds holding: 11 → 14 (+3)
13.45% more ownership
Funds ownership: 80.36% → 93.81% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$31.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$689K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$409K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$182K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$145K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$18.3K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$15.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
State Street
Boston,
Massachusetts
| $41.2M | +$31.3M | +1,579,706 | +313% |
|
2
Goldman Sachs
New York
| $6.06M | +$123K | +6,206 | +2% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $2.46M | +$145K | +7,318 | +6% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $688K | +$689K | +34,771 | New |
|
|
MFS
5
MSI Financial Services
Springfield,
Massachusetts
| $446K | -$18.3K | -923 | -4% |
|
|
FTUS
6
Flow Traders U.S.
New York
| $408K | +$409K | +20,641 | New |
|
7
LPL Financial
San Diego,
California
| $274K | – | – | – |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $189K | +$182K | +9,200 | +2,706% |
|
9
UBS Group
Zurich,
Switzerland
| $121K | +$121K | +6,128 | New |
|
10
Morgan Stanley
New York
| $55K | – | – | – |
|
|
LTFS
11
Ladenburg Thalmann Financial Services
Miami,
Florida
| $10K | -$15.3K | -770 | -60% |
|
|
IA
12
IFP Advisors
Tampa,
Florida
| $6K | +$59 | +3 | +1% |
|
|
AG
13
Advisor Group
Phoenix,
Arizona
| $2K | – | – | – |
|
TIPX Hedge Fund Activity: Q3 2016 in Review
14 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2016, worth a combined $52M — up 168% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TIPX positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was State Street, adding an estimated $31.3M. The largest seller was MSI Financial Services, cutting an estimated $18.3K.
- 14 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2016, up from 11 in Q2 2016.
- Funds reported $52M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2016, up 168% quarter-over-quarter.
- 3 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2016 and 0 closed out, a net change of +3 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2016 was State Street, an estimated $31.3M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2016 was MSI Financial Services, an estimated $18.3K sold.
Based on aggregated 13F filings for Q3 2016.