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State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX

18 hedge funds and large institutions have $178M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

61% more capital invested

Capital invested by funds: $110M → $178M (+$67.7M)

50% more funds holding

Funds holding: 12 → 18 (+6)

3.97% more ownership

Funds ownership: 97.52% → 101.49% (+4%)

Holders
18
Holders Change
+6
Holders Change %
+50%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$63M
2
Jane Street
Jane Street
New York
+$3.08M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.4M
4
SFM
Signet Financial Management
New Jersey
+$1.42M
5
RFM
Royal Fund Management
Florida
+$314K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
1
State Street
Massachusetts
$166M +$63M +3,238,762 +61%
Jane Street
2
Jane Street
New York
$3.05M +$3.08M +158,217 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.83M +$2.4M +123,491 +530%
Goldman Sachs
4
Goldman Sachs
New York
$1.93M – – –
SFM
5
Signet Financial Management
New Jersey
$1.41M +$1.42M +72,842 New
Bank of America
6
Bank of America
North Carolina
$983K +$29.3K +1,505 +3%
NDSI
7
Newman Dignan & Sheerar Inc
Rhode Island
$819K +$9.3K +478 +1%
VF
8
Virtu Financial
New York
$371K +$158K +8,102 +73%
RFM
9
Royal Fund Management
Florida
$310K +$314K +16,112 New
MML Investors Services
10
MML Investors Services
Massachusetts
$274K +$8.66K +445 +3%
LA
11
LexAurum Advisors
Kansas
$217K +$220K +11,283 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$154K +$11.5K +590 +8%
Morgan Stanley
13
Morgan Stanley
New York
$139K – – –
AG
14
Advisor Group
Arizona
$106K +$42.1K +2,164 +65%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$17K +$16.7K +858 New
UBS Group
16
UBS Group
Switzerland
$4K +$3.54K +182 New
PCG
17
Private Capital Group
Connecticut
$19 +$35.5K +1,824 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
– -$1.12M -57,473 Closed

TIPX Hedge Fund Activity: Q4 2017 in Review

18 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2017, worth a combined $178M — up 61% from $110M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TIPX positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was State Street, adding an estimated $63M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.12M sold.

  • 18 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2017, up from 12 in Q3 2017.
  • Funds reported $178M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2017, up 61% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2017 and 1 closed out, a net change of +6 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2017 was State Street, an estimated $63M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2017 was Susquehanna International Group, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2017.