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State Street SPDR Bloomberg 1-10 Year TIPS ETF

23 hedge funds and large institutions have $220M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

28% more funds holding

Funds holding: 1823 (+5)

23% more capital invested

Capital invested by funds: $178M → $220M (+$41.4M)

7.74% less ownership

Funds ownership: 101.49%93.75% (-7.7%)

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$204M +$39.6M +2,071,111 +24%
SFM
2
Signet Financial Management
New Jersey
$3.53M +$2.13M +111,176 +153%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.28M -$540K -28,202 -19%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$1.96M +$1.94M +101,273 +11,803%
Goldman Sachs
5
Goldman Sachs
New York
$1.92M
Bank of America
6
Bank of America
North Carolina
$1.06M +$81.4K +4,255 +8%
Deutsche Bank
7
Deutsche Bank
Germany
$985K +$982K +51,348 New
NDSI
8
Newman Dignan & Sheerar Inc
Rhode Island
$725K -$90.5K -4,732 -11%
SWP
9
Strategic Wealth Partners
Ohio
$424K +$422K +22,067 New
PWPS
10
Pinnacle Wealth Planning Services
Ohio
$384K +$383K +20,018 New
FI
11
FormulaFolio Investments
Michigan
$331K +$330K +17,269 New
Morgan Stanley
12
Morgan Stanley
New York
$245K +$106K +5,564 +77%
MML Investors Services
13
MML Investors Services
Massachusetts
$216K -$56.7K -2,964 -21%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$215K +$61.5K +3,212 +40%
TSS
15
Two Sigma Securities
New York
$199K +$198K +10,346 New
LA
16
LexAurum Advisors
Kansas
$198K -$18.4K -963 -9%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$196K +$195K +10,200 New
AG
18
Advisor Group
Arizona
$115K +$9.57K +500 +9%
HWP
19
Hefty Wealth Partners
Indiana
$56K +$55.6K +2,904 New
RFM
20
Royal Fund Management
Florida
$35K -$273K -14,252 -88%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25K +$24.5K +1,282 New
FANJ
22
Financial Architects (New Jersey)
New Jersey
$6K +$6.03K +315 New
Jane Street
23
Jane Street
New York
-$3.05M -158,217 Closed
VF
24
Virtu Financial
New York
-$371K -19,220 Closed
PCG
25
Private Capital Group
Connecticut
-$19 -1,824 Closed

TIPX Hedge Fund Activity: Q1 2018 in Review

23 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q1 2018, worth a combined $220M — up 23% from $178M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TIPX positions and 4 closed out — a net gain of 5 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was State Street, adding an estimated $39.6M. The largest seller was Jane Street, exiting entirely with an estimated $3.05M sold.

  • 23 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q1 2018, up from 18 in Q4 2017.
  • Funds reported $220M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q1 2018, up 23% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q1 2018 and 4 closed out, a net change of +5 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q1 2018 was State Street, an estimated $39.6M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q1 2018 was Jane Street, an estimated $3.05M sold.

Based on aggregated 13F filings for Q1 2018.