State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
20 hedge funds and large institutions have $245M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 5 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
12% more capital invested
Capital invested by funds: $220M → $245M (+$25.9M)
1.31% more ownership
Funds ownership: 93.75% → 95.06% (+1.3%)
13% less funds holding
Funds holding: 23 → 20 (-3)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$12.2M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$8.35M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.2M |
| 4 |
SFM
Signet Financial Management
Parsippany,
New Jersey
|
+$1.17M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$216K |
| 2 |
TSS
Two Sigma Securities
New York
|
-$199K |
| 3 |
LA
LexAurum Advisors
Overland Park,
Kansas
|
-$198K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$196K |
| 5 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
-$35K |
TIPX Hedge Fund Activity: Q2 2018 in Review
20 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2018, worth a combined $245M — up 12% from $220M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TIPX and 3 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 9 added.
The largest buyer was State Street, adding an estimated $12.2M. The largest seller was MML Investors Services, exiting entirely with an estimated $216K sold.
- 20 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2018, down from 23 in Q1 2018.
- Funds reported $245M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2018, up 12% quarter-over-quarter.
- 3 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2018 and 5 closed out, a net change of -2 holders.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2018 was State Street, an estimated $12.2M added.
- The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2018 was MML Investors Services, an estimated $216K sold.
Based on aggregated 13F filings for Q2 2018.