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State Street SPDR Bloomberg 1-10 Year TIPS ETF

40 hedge funds and large institutions have $318M invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 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

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

8% more funds holding

Funds holding: 3740 (+3)

2% more capital invested

Capital invested by funds: $312M → $318M (+$5.69M)

0.03% more ownership

Funds ownership: 91.65%91.68% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$222M -$47.6M -2,433,472 -18%
Jane Street
2
Jane Street
New York
$50.2M +$50.1M +2,558,331 New
BC
3
Brio Consultants
California
$16.9M +$1.51M +77,387 +10%
AWM
4
Altavista Wealth Management
North Carolina
$5.85M +$718K +36,685 +14%
SFM
5
Signet Financial Management
New Jersey
$5.84M +$188K +9,591 +3%
Goldman Sachs
6
Goldman Sachs
New York
$1.96M
Citadel Advisors
7
Citadel Advisors
Florida
$1.66M +$992K +50,708 +150%
MGIA
8
Moneta Group Investment Advisors
Missouri
$1.43M +$46.7K +2,388 +3%
CA
9
Continuum Advisory
Idaho
$1.42M +$740K +37,836 +110%
Deutsche Bank
10
Deutsche Bank
Germany
$1.35M +$348K +17,800 +35%
MA
11
Mutual Advisors
Nebraska
$1.27M +$1.06M +53,958 +508%
FI
12
FormulaFolio Investments
Michigan
$1.07M -$1.94M -99,060 -64%
PWPS
13
Pinnacle Wealth Planning Services
Ohio
$935K +$78.3K +4,001 +9%
C1AG
14
Client 1st Advisory Group
Florida
$808K +$806K +41,190 New
MML Investors Services
15
MML Investors Services
Massachusetts
$550K +$271K +13,842 +97%
RFN
16
RDA Financial Network
Iowa
$537K
CW
17
CreativeOne Wealth
Kansas
$515K +$115K +5,895 +29%
LPL Financial
18
LPL Financial
California
$478K +$477K +24,392 New
Morgan Stanley
19
Morgan Stanley
New York
$427K +$1.9K +97 +0.4%
RA
20
RFG Advisory
Alabama
$329K -$10.1K -514 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$274K -$196K -10,018 -42%
AG
22
Advisor Group
Arizona
$265K +$15.2K +775 +6%
LCP
23
Legacy Capital Partners
Wisconsin
$236K +$235K +12,018 New
Bank of America
24
Bank of America
North Carolina
$235K +$72.6K +3,708 +45%
TIM
25
Tortoise Investment Management
New York
$208K -$38.7K -1,980 -16%

TIPX Hedge Fund Activity: Q4 2019 in Review

40 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q4 2019, worth a combined $318M — up 1.8% from $312M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TIPX positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $50.1M. The largest seller was State Street, cutting an estimated $47.6M.

  • 40 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q4 2019, up from 37 in Q3 2019.
  • Funds reported $318M of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q4 2019, up 1.8% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q4 2019 and 4 closed out, a net change of +3 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q4 2019 was Jane Street, an estimated $50.1M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q4 2019 was State Street, an estimated $47.6M sold.

Based on aggregated 13F filings for Q4 2019.