We are live on ! Find out more
TIPX icon

State Street SPDR Bloomberg 1-10 Year TIPS ETF

34 hedge funds and large institutions have $309M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

13% more funds holding

Funds holding: 3034 (+4)

4% more capital invested

Capital invested by funds: $296M → $309M (+$12.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.47% less ownership

Funds ownership: 93.34%90.87% (-2.5%)

Holders
34
Holders Change
+4
Holders Change %
+13.33%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
14
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$266M +$2.7M +139,572 +1%
BC
2
Brio Consultants
California
$14.7M -$30.6K -1,578 -0.2%
SFM
3
Signet Financial Management
New Jersey
$5.6M +$221K +11,397 +4%
AWM
4
Altavista Wealth Management
North Carolina
$4.7M +$742K +38,337 +19%
FTUS
5
Flow Traders U.S.
New York
$2.67M +$2.65M +136,608 New
FI
6
FormulaFolio Investments
Michigan
$2.53M +$199K +10,280 +9%
Goldman Sachs
7
Goldman Sachs
New York
$1.96M
Jane Street
8
Jane Street
New York
$1.88M +$1.86M +96,084 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.34M +$1.15M +59,283 +667%
MGIA
10
Moneta Group Investment Advisors
Missouri
$1.29M +$1.28M +66,071 New
Deutsche Bank
11
Deutsche Bank
Germany
$1M
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$743K -$120K -6,197 -14%
PWPS
13
Pinnacle Wealth Planning Services
Ohio
$716K +$29.9K +1,545 +4%
Citadel Advisors
14
Citadel Advisors
Florida
$537K +$531K +27,405 New
RFN
15
RDA Financial Network
Iowa
$534K +$44K +2,274 +9%
RCG
16
Ruggie Capital Group
Florida
$448K +$272K +14,028 +158%
Morgan Stanley
17
Morgan Stanley
New York
$416K +$55.8K +2,883 +16%
TIM
18
Tortoise Investment Management
New York
$278K
CW
19
CreativeOne Wealth
Kansas
$247K +$245K +12,636 New
AG
20
Advisor Group
Arizona
$239K +$10.6K +548 +5%
RA
21
RFG Advisory
Alabama
$219K -$10.9K -562 -5%
ASN
22
Advisory Services Network
Georgia
$205K +$148K +7,655 +271%
CA
23
Continuum Advisory
Idaho
$203K -$79.4K -4,099 -28%
Bank of America
24
Bank of America
North Carolina
$168K -$1.55M -79,895 -90%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$153K

TIPX Hedge Fund Activity: Q2 2019 in Review

34 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2019, worth a combined $309M — up 4.4% from $296M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TIPX positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was State Street, adding an estimated $2.7M. The largest seller was Bank of America, cutting an estimated $1.55M.

  • 34 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2019, up from 30 in Q1 2019.
  • Funds reported $309M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2019, up 4.4% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2019 and 4 closed out, a net change of +4 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2019 was State Street, an estimated $2.7M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2019 was Bank of America, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2019.