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State Street SPDR Bloomberg 1-10 Year TIPS ETF

37 hedge funds and large institutions have $312M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

9% more funds holding

Funds holding: 3437 (+3)

1% more capital invested

Capital invested by funds: $309M → $312M (+$2.97M)

0.78% more ownership

Funds ownership: 90.87%91.65% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
14
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$269M +$3.51M +179,263 +1%
BC
2
Brio Consultants
California
$15.4M +$635K +32,400 +4%
SFM
3
Signet Financial Management
New Jersey
$5.62M +$23K +1,176 +0.4%
AWM
4
Altavista Wealth Management
North Carolina
$5.12M +$424K +21,669 +9%
FI
5
FormulaFolio Investments
Michigan
$3.01M +$485K +24,763 +19%
Goldman Sachs
6
Goldman Sachs
New York
$1.96M
FTUS
7
Flow Traders U.S.
New York
$1.61M -$1.07M -54,399 -40%
MGIA
8
Moneta Group Investment Advisors
Missouri
$1.38M +$87.4K +4,463 +7%
Deutsche Bank
9
Deutsche Bank
Germany
$1M
PWPS
10
Pinnacle Wealth Planning Services
Ohio
$855K +$140K +7,138 +20%
NDSI
11
Newman Dignan & Sheerar Inc
Rhode Island
$682K -$34.7K -1,773 -5%
CA
12
Continuum Advisory
Idaho
$674K +$471K +24,070 +231%
Citadel Advisors
13
Citadel Advisors
Florida
$661K +$125K +6,382 +23%
RFN
14
RDA Financial Network
Iowa
$530K -$6.8K -347 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$469K -$866K -44,198 -65%
Morgan Stanley
16
Morgan Stanley
New York
$424K +$8.44K +431 +2%
CW
17
CreativeOne Wealth
Kansas
$398K +$151K +7,726 +61%
GM
18
GeoWealth Management
Illinois
$373K +$374K +19,088 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$354K -$389K -19,871 -52%
RA
20
RFG Advisory
Alabama
$339K +$121K +6,161 +55%
MML Investors Services
21
MML Investors Services
Massachusetts
$278K +$278K +14,201 New
AG
22
Advisor Group
Arizona
$249K +$9.83K +502 +4%
TIM
23
Tortoise Investment Management
New York
$246K -$31.4K -1,605 -11%
MA
24
Mutual Advisors
Nebraska
$208K +$208K +10,615 New
ASN
25
Advisory Services Network
Georgia
$205K

TIPX Hedge Fund Activity: Q3 2019 in Review

37 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q3 2019, worth a combined $312M — up 0.96% from $309M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TIPX positions and 4 closed out — a net gain of 3 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was State Street, adding an estimated $3.51M. The largest seller was Jane Street, exiting entirely with an estimated $1.88M sold.

  • 37 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q3 2019, up from 34 in Q2 2019.
  • Funds reported $312M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q3 2019, up 0.96% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q3 2019 and 4 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q3 2019 was State Street, an estimated $3.51M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q3 2019 was Jane Street, an estimated $1.88M sold.

Based on aggregated 13F filings for Q3 2019.