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State Street SPDR Bloomberg 1-10 Year TIPS ETF

25 hedge funds and large institutions have $287M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 1

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

25% more funds holding

Funds holding: 2025 (+5)

17% more capital invested

Capital invested by funds: $245M → $287M (+$41.8M)

1.35% less ownership

Funds ownership: 95.06%93.72% (-1.3%)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$246M +$32.2M +1,687,414 +15%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$19.9M +$9.71M +508,301 +95%
SFM
3
Signet Financial Management
New Jersey
$5.36M +$706K +36,938 +15%
Jane Street
4
Jane Street
New York
$2.06M +$2.08M +108,700 New
Goldman Sachs
5
Goldman Sachs
New York
$1.9M
FI
6
FormulaFolio Investments
Michigan
$1.82M +$501K +26,246 +38%
Bank of America
7
Bank of America
North Carolina
$1.59M +$49.3K +2,582 +3%
RCG
8
Ruggie Capital Group
Florida
$1.38M +$392K +20,522 +39%
Citadel Advisors
9
Citadel Advisors
Florida
$990K +$996K +52,116 New
Deutsche Bank
10
Deutsche Bank
Germany
$975K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$837K +$842K +44,057 New
NDSI
12
Newman Dignan & Sheerar Inc
Rhode Island
$695K +$6.42K +336 +0.9%
SWP
13
Strategic Wealth Partners
Ohio
$551K +$29.9K +1,563 +6%
PWPS
14
Pinnacle Wealth Planning Services
Ohio
$527K +$119K +6,215 +29%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$439K +$227K +11,906 +106%
Morgan Stanley
16
Morgan Stanley
New York
$408K +$4.49K +235 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$348K -$3.12M -163,123 -90%
AG
18
Advisor Group
Arizona
$180K +$66.8K +3,495 +58%
CI
19
CX Institutional
Indiana
$128K +$29.5K +1,546 +30%
TIM
20
Tortoise Investment Management
New York
$17K +$16.8K +880 New
UBS Group
21
UBS Group
Switzerland
$16K +$11.2K +587 +229%
CAC
22
Certified Advisory Corp
Florida
$10K +$10.3K +537 New
FANJ
23
Financial Architects (New Jersey)
New Jersey
$6K
ADL
24
Asset Dedication LLC
California
$1K +$1.3K +68 New
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$21K -1,100 Closed

TIPX Hedge Fund Activity: Q3 2018 in Review

25 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2018, worth a combined $287M — up 17% from $245M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TIPX positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 1 trimmed.

The largest buyer was State Street, adding an estimated $32.2M. The largest seller was Royal Bank of Canada, cutting an estimated $3.12M.

  • 25 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2018, up from 20 in Q2 2018.
  • Funds reported $287M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2018, up 17% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2018 and 1 closed out, a net change of +5 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2018 was State Street, an estimated $32.2M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2018 was Royal Bank of Canada, an estimated $3.12M sold.

Based on aggregated 13F filings for Q3 2018.